What’s Happening on BREW2024-11-11T08:54:56-06:00
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

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.

October 9th, 2024|BREW, Focused Planning Series, Sales Ideas|

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.

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