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
How Innovation and Technology are Changing the Landscaping in Underwriting
Virginia Craig, VP of Life Underwriting with Mutual of Omaha, discusses how innovation and technology are changing the landscaping in underwriting. Virginia shares with attendees how the pandemic has shifted us into a paperless automated world, skill sets underwriters possess, as well as governance and regulations in relation to the industry as a whole.
Nationwide’s Land As Your Legacy Program
Tune in to hear Nationwide's Lisa Quist, Central Regional Vice President, and our own Steve Walker talk about the Land As Your Legacy program that Nationwide offers. Lisa and Steve will share what the program is, tips and sales ideas, and how to get started. Farming, like other closely held businesses need to have a plan in place for [...]
Addressing the Elephant in the Room: How to Present and Close LTC Sales
E4 Insurance Service’s very own Regional Vice President, Mike Pinkans joins the BREW to discuss how to address the elephant in the room, presenting and closing LTC sales!
Using the Income Tax Return to Better Service Clients
We can learn a great deal about our clients’ financial situation by closely examining their income tax returns. Linas Sudiuz from Advanced Writing Consultants reviews key information contained in Form 1040 and its schedules, how to use relevant client data to identify topics that require attention, and how to help clients start to plan to minimize future tax liability. [...]
2023 Kickoff with Dan and Brendon!
E4 Insurance Service’s very own Managing Partners, Dan Peterson and Brendon DeRouin, kickoff our 2023 BREW by sharing industry updates, E4IS goals, and a reflection on the last year for E4 Insurance Services!
Planning Efficiently for Out-of-Pocket Spending on Healthcare Costs in Retirement
Most people are surprised to learn that Medicare can have unexpected and unplanned costs. In fact, the rising cost of healthcare is a top concern for Americans at or near retirement. We call these “Out-Of-Pocket Spending” or “OOPS”. The latest report from Fidelity Investments informs us that a 65-year-old couple signing up for Medicare in 2022 can expect to [...]