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
Live Better, Leave More
“I am not going to retire this year.” Have you heard that from a client due to the recent market pullback? Watch this BREW to see a solution for that client! We will share this personalized approach which will illustrate how your client(s) cannot only Live Better than expected – and retire as planned – but will also show [...]
Stories From the Field
E4IS's very own Jeremy Vidmar, Regional Vice President, shares what he calls "Stories From the Field". “We want Thanksgiving and Christmas to happen after we are gone, and it would be nice if they all talk” are statements often shared with advisors. If you sit down with most farmers, this is a very common goal for their planning. These [...]
New Multilife Guaranteed Issue Business Platform
Doug Bowden discusses Symetra’s New Multi-Life Guaranteed Issue Business Platform. It’s hard work to build a business, and even harder to ensure its future success. That’s why it’s important for employers to protect their greatest assets: their employees. The loss of any key employee can quickly derail a business and disrupt its financial future. This innovative solution provides streamlined [...]
Kill 2 Birds with 1 Stone
Retirement planners face two important challenges that confront their clients as they move into and through retirement: 1) built-up deferred gains in non-qualified annuities that are likely going to become a tax bomb for their beneficiaries, and 2) the risk and escalating cost of LTC expenses that they are not prepared for. Listen in as John Florance shares one [...]
Private Placement Life Insurance (PPLI)
Are you working with any UHNWIs? Ultra-High Net Worth Individuals frequently face unique estate and tax challenges not experienced by most of your clients. On the next episode of the BREW, hear from Daniel Davies with Prudential who will be discussing Private Placement Life Insurance (PPLI). PPLI is a specialized highly customizable tool that provides tax advantages for alternative [...]
Estate Planning Considerations for Concentrated Stock Positions
Many clients have earmarked their company stock for their heirs. Some have an emotional attachment to their stock and are hesitant to diversify out of it. Watch this BREWcast with Dan Mythen, E4IS Wealth Protection Strategist, as he introduces our Concentrated Stock Diversification Calculator which is a great way to start a conversation about a guaranteed option for a [...]