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
What Risks Should Businesses Be Thinking About with Their Key Employees?
Do you have clients in your practice that own a business or are key decision makers within their company? Businesses will most often understand the concept of protecting their buildings and other tangible property from unforeseen events like a fire, theft, and even cyber-security attacks. Do they understand the most important part of their company’s success is their people? [...]
Using Qualified Funds for the LTC Plan with Brent DeGroot!
More than ever, Americans are saving money in pre-tax accounts (401(k), 403(b), personal RIAs). The total of these saving is nearly $9 trillion in defined contribution plans. The market is vast! Using Qualified Funds for the LTC plan is a unique solution and adds in a 20% bonus to the transfer amount, which then distributes over a 10pay plan [...]
The Life Insurance Decision Matrix with Jeremy Vidmar!
E4 Insurance Service's very own Jeremy Vidmar, Regional Vice President, discusses a powerful tool that can help with client's indecision. The Life Insurance Decision Matrix will help move the needle of insurance indecision for clients and move business into action!
Breaking Through the Noise: The Art of Communication with Melissa Finnegan!
Melissa Finnegan, VP of Training and Development with Lincoln Financial Distributors, presents on the topic of Breaking Through the Noise: The Art of Communication. Melissa focuses on sharing with attendees how to ask for an introduction artfully, the importance of doing your homework before a meeting with an advisor, words to use and lose, best practices for emails, and [...]
Special Needs Trust for Minor and Adult Children with Disabilities with Susan Johnson-Drenth!
According to the US Census Bureau, 4.3% (over 30 million) children under 18 have a disability. There has been a .04% increase since 2018, and the largest jump is cognitive impairment. Watch as Susan Johnson-Drenth, Certified Elder Law Attorney with JD Legal Planning, discusses how to identify when a Special Needs Trust may be best for inheritance for a [...]
Retirement Planning with the Home Equity Conversion Mortgage with Harlan Accola!
Special 30-minute BREW with Harlan Accola from Fairway Mortgages as he discusses retirement planning with the Home Equity Conversion Mortgage! Harlan shares valuable and trustworthy information on the consideration of home equity and reverse mortgages as part of any holistic retirement plan. The program gives relevant information on reverse mortgages when it comes to estate planning and preserving assets. [...]