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
LIRP or Super Roth with Bill Anderson!
E4 Insurance Service's very own, Bill Anderson, as he will show you how best to position life insurance retirement plans in a client meeting – and how to get your clients to grasp the concept and say yes in less than 20 minutes.
Risk Matters with Juli McNeely – Special 30-minute BREW!
Juli McNeely, Financial Representative from McNeely Financial Services, kicks off LIAM - Life Insurance Awareness Month on a special 30-minute BREW! "Why does risk matter so much and how do we help clients evaluate it?" Evaluating risk should be something everyone does on a consistent basis. Juli shares an idea for you to assist your clients in that process. [...]
Jon Jacobs and Industry Updates
2022 continues to be a year of extraordinary change for the US life and annuity industry. Jon will share his thoughts regarding some of the major trends in underlying demand, the relationship with the wealth management industry, the potential impact of M&A in brokerage as well as what we may expect from private equity’s increased role. [...]
Upcoming Enhancements to Symetra Swift Term
Daneyelle Schneider with Symetra shares a sneak peek of upcoming enhancements to Symetra's SwiftTerm! Hear some real success stories with ideas of how SwiftTerm can help make your business more efficient.
Irrevocable Life Insurance Trusts (ILIT) – The Benefits and Opportunities
E4 Insurance Service's very own, Steve Walker, Vice President of Institutional Accounts, discusses the benefits and opportunities of Irrevocable Life Insurance Trusts (ILIT). An Irrevocable Life Insurance Trust (ILIT) is a type of trust that can be used to help clients transfer wealth to future generations in an efficient manner. Most people do not want to pay more in [...]
Supplemental Employee Benefit Plans
We are happy to welcome Dave Soczek, CLU, CHFU, Vice President at National Benefits Group, as he discusses their Supplemental Employee Benefit Plan. This plan aims to recruit, reward, and retain employees who are, or will be, key to the success of a business. Why do employers establish them? Who can they be established for? How flexible are they? [...]