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
Repurposing Life Insurance Contracts with Bill Anderson!
Have your favorite clients repurposed their Life Insurance contracts in the last 5 to 7 years? E4 Insurance Service's very own Wealth Strategist, Bill Anderson shows us the benefits of helping your clients with these transactions!
Competitive Solutions with Jay Spence
Are your clients looking for SAFETY, GROWTH, and LEGACY? Jay Spence, Training Manager with National Western Life Insurance Company, discussed competitive solutions that advisors are successfully using to help clients in this turbulent economic environment. Case studies were also reviewed to demonstrate proven success!
Long-Term Care and Underwriting Conversations with Dr. Frank
We are continuing our focus on November’s Long-Term Care Awareness month by welcoming Dr. Frank, Medical Director with LIBRA Insurance Partners to the BREW. Dr. Frank disscuses Long-Term Care, well as other relevant topics in Underwriting in our industry!
Integrating LTC Insurance Into Your Practice
November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need! Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into their practices for the past 17+ years. After both of his parents had long-term care events in their 60’s [...]
Flexible Wealth Transfer Strategy Using SLATs
A tax favored strategy to accumulate, access, and transfer wealth. If you could show clients a way to create an ILIT, fund it with life insurance where one spouse has indirect access to policy values through the trustee and the death benefit remains income and federal estate tax free, would they be interested? Jason Jafferis, Regional Vice President , [...]