Today's B.R.E.W., the National Association of Insurance and Financial Advisors (NAIFA) and E4 Insurance Services share that we have completed an educational partnership agreement, under which E4IS will promote membership in NAIFA to E4IS-affiliated agents and advisors and provide [...]
Brad Newcomb from Global Atlantic joins the B.R.E.W. to show how insurance can be used to fund business succession plans. Small businesses account for the majority of economic activity in the USA, yet most small business owners don’t have a [...]
Jason Jafferis from Prudential joins the B.R.E.W. to discuss important changes brought on by the SECURE Act. One of the most impactful changes is the loss of the IRA “stretch” provision, which was used by many clients to provide [...]
E4IS welcomes Doug Bowden, Director of Advanced markets at Symetra, who discusses how to use bank lending strategies to fund the premium payments for high-net worth clients looking to place high-dollar value permanent life insurance policies into effect for [...]
E4IS welcomes Bill Comfort from Comfort Long Term Care. Bill is one of the leading long-term care insurance specialists in the country. He started his insurance career in 1991 and has specialized in LTC insurance for the past 20 [...]
September is Life Insurance Awareness Month (LIAM). Join us this Wednesday for B.R.E.W. as we welcome Juli McNeely, Certified Financial Planner and was the first female president of NAIFA - National. Juli is a coach and mentor to women [...]
Richard Thoma from Securian joins E4IS to talk about how existing life insurance policies can use a split 1035 design to help the client achieve more than just a legacy objective. Holistic planning demands that we look beyond a [...]
E4IS welcomes Matt Fitzpatrick, CFP®, CLU®, ChFC® to review how to use life insurance to de-risk clients’ retirement. One of the most significant risks in retirement is having clients run out of money due to market declines during portfolio [...]
KC Lane, Sales Vice President at North American Company for Life Insurance talks about the benefits of blending index strategies in IUL life insurance policies. Most advisors and clients put 100% of their premium into their most familiar index [...]
Greg Short from Great American provides a top level overview of Great American’s annuity solutions tailored to meet clients’ specific protected growth needs. New business procedures in light of early Covid19 constraints are also reviewed.