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
11/20/2024
Navigating the Silver Tsunami
Greg Mantz, Regional Sales Director, OneAmerica
11/27/2024
NO BREW: Thanksgiving Holiday
December
12/4/2024
E4 Insurance Services a Year in Recap
Brendon DeRouin, E4 Chief Executive Officer & Managing Partner
12/18/2024
What is to come for E4IS in 2025!
Dan Peterson, E4IS President & Managing Partner
Life Insurance for the Living
Learn about the benefits and solutions life insurance can provide to clients while they are still living and more importantly, how it can be part of a comprehensive plan for a client with North American’s Regional Vice President, Andrew Herrera!
$1.9 Trillion Tax Bomb with John Florance
John Florance discusses the historical reasons for the massive accumulation in individual deferred annuities and what advisors can do about it.
Double Sales Espresso with Security Mutual
Jeff Hale from Security Mutual Life discusses the finer points of incorporating Whole Life insurance into a financial portfolio.
Steve Walker: Leveraging Client Opportunities
Steve Walker, Institutional VP at E4 discusses how one case with an advisor led to several opportunities by asking the right questions.
Disability Income Part 3
Brady Serold, SVP of Disability Income Solutions discusses what happens after the DI application is submitted.
Disability Income Part 2
Brady Serold, SVP of Disability Income and Dan Peterson, President and Managing Partner at E4 Insurance Services discuss how to have better client conversations around the DI planning risk, and how to get better quotes.