Building Relationships Every Week
Every Wednesday from 12-12:30 PM CST, E4IS hosts a webcast supporting the theme of our monthly Focused Planning Series. We discuss concepts and case studies, trends, products, and more. View our full BREW library below.
If you have any questions regarding a specific BREW-cast or would like to request a specific topic to be covered, please contact brew@e4.insurance.
Disclaimer: For Financial Professionals only. By watching BREW or joining BREW events live, you are confirming that you are a licensed insurance agent, advisor, or producer.
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November Focused Planning Series
Long-Term Care Insurance Awareness Month
11/13/2024
Need, Want, Concern.
Jeremy Vidmar, FIC, CLTC, E4 Regional Vice President
11/20/2024
Navigating the Silver Tsunami
Greg Mantz, Regional Sales Director, OneAmerica
11/27/2024
NO BREW: Thanksgiving Holiday
Integrating Long-Term Care (LTC) Planning Into Your Practice
Shane Van Patten, CLTC, E4’s Regional Vice President, discussed how to implement best practices for integrating Long-Term Care planning into your process and having an engaging conversation with your clients about it.
Nationwide Tools and Resources for Business Succession and Planning
Nationwide is joining us for an overview of business planning tools and how to use them with your business owner customers. Blake Price, Financial Planner with the Legacy Planning Team from Nationwide will give an overview of our most used resources as well as a sample business valuation.
Planning for the Future of Your Business
Corey Cox, Senior Consultant-Business Solutions for Principal, is joining us again for the BREW to discuss the importance of knowing your business's value. He will address business succession planning, protecting your business, and making sure you take care of your key employees and yourself.
Selling a Financial Advisory Practice
Tiffany Markarian, Managing Director for Advantus Marketing, will explore the complexities of selling a financial advisory practice. Whether you're thinking about transitioning out of the business or are actively preparing for a sale, this BREWcast is designed to help financial advisors navigate the entire process—from valuing your practice and finding the right buyer to managing the emotional and financial [...]
What Role Does Private Equity Have in Business Succession Planning?
Rod Crandall, Regional Vice President, reviews the role of Private Equity (PE) in business succession planning, drawing from experience sourcing companies for PE purchases. He will also discuss the increasing consolidation across industries and the rising competition for deals, leading to higher prices and more creative sourcing strategies.
Valuations that Drive Growth: An Advisor’s Guide to Client Success
Tune in to hear about North American’s new partnership with a leading valuation company that will provide a business valuation solution with Andrew Herrera, Regional Vice President with North American. This platform can help your business owner clients plan for their future success and generate revenue for your practice.