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
Employee Retention with Maria Ocrant and Steve Walker
Maria and Steve examine group life insurance options to provide affordable benefits for employees as a means for businesses to build employee retention.
Geoff Murtha on Asset Diversification Using Whole Life Insurance
Geoff Murtha discusses how whole life policies can be an excellent tool for portfolio diversification for clients approaching retirement.
Jennifer White on State Long-Term Care Initiatives
Jennifer White from John Hancock discusses recent developments in state initiatives for Long-Term Care and potential impact on clients seeking coverage.
Ryan Patton on Business Succession Planning
Ryan Patton from Lincoln Financial discusses business succession planning with E4's Mike Pinkans in light of the recent Connelly v. US Department of Treasury decision.
Jon Jacobs on Boomers, Millennials, and Financial Advice
SVP of Business Development at LIBRA Insurance Partners, Jon Jacobs talks about the changes in the Boomer and Millennial generations and what impact those changes will have on the business of financial advice.
Principal Executive Benefits with Mason McKinnie
Executive benefit solutions to provide asymmetrical benefits to asymmetrical business contributors using Principal's GI group life.