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
2021-Q1 2022 Discussions with Dan and Brendon
Catch up with Dan and Brendon on this special quarterly BREWcast! Dan Peterson and Bredon DeRouin, Managing Partners at E4 Insurance Services, will have an impromptu conversation about the state of the insurance industry as the U.S. continues to recover from the global COVID pandemic. Additionally, hear their ideas and perspectives on the unique challenges and uncertainty being created [...]
Stay Bonus
Even before the COVID pandemic and the so-called “great resignation”, many organizations faced a struggle to keep mission critical employees from leaving for greener pastures. Today the situation is worse as current economic conditions have created the perfect job-seeker’s market. Fortunately, there are solutions that can help organizations not only attract, but also retain top talent during these challenging [...]
Ultra-High Net Worth Client (Case Study)
Dan Peterson, President of E4 Insurance Services will have a conversation with Star Advisor, Zach Schnitzler. They’ll be sharing a specific estate planning case they worked for one of Zach's Ultra-High Net Worth clients. As Congress continues to implement changes to the taxation regime for the wealthiest Americans, your very best clients will be looking to you for advanced [...]
Setting the Stage for Successful Meetings
Imagine this: You’ve got the meeting on your calendar and want to make a good impression. Preparation, setting expectations, and stating clear objectives are essential steps to conducting a successful meeting (whether you’re meeting with a client, team member, or prospect). In this session, we’ll highlight strategies you can implement immediately to elevate the effectiveness of your meetings and [...]
Indexalyzer
Join E4IS to see how we compare the top FIA strategies to determine which options are the strongest. Using real and hypothetical back-tested data, we carefully analyze current caps against pars and spreads. With so many recent rate changes, how are you determining the best products or even the best way to allocate funds in your favorite product? We [...]
IUL Sales Ideas and Long-Term Care
More and more of your customers are demanding Life Insurance products that include Long Term Care protection. What if they cannot health qualify for a Long Term Care rider? Mutual of Omaha offers a unique IUL product that ALWAYS provides protection for long term care expenses, regardless of age, face amount or even rate class. And, the same product [...]