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
IRA Deadlines
E4IS welcomes back Linas Sudzius, President - Advanced Underwriting Consultants. We so appreciate the insights and advanced markets support that Linas provides! Always informative, Always insightful! Be sure to listen in to learn: The federal government has implemented deadlines for dealing with Roth and traditional IRAs. These dates can be confusing for financial professionals and their clients. In an [...]
Underwriting with North American
Chris Regione, Chief Underwriter with North American will be joining BREW and discussing why certain things should be included when submitting a case. This will be a great opportunity to learn about and discuss key points regarding the underwriting process.
Non-Qualified Annuity Max with Bill Anderson
Do you have clients that have old Non-Qualified Annuities? Maybe they are old VA’s purchased for income guarantees? Maybe they started as an alternative to savings to get better returns and tax-deferred growth? Maybe they became a CD alternative years ago? How many of these clients are now in their 60’s and 70’s and realizing they don’t really need [...]
Northstar Funding Partners NEW I.R.A.
The Insured Retirement Advantage® redefines the application and potential benefits of life insurance premium finance. Customarily the financing of premiums has been reserved for higher net worth borrowers – who have the asset base, income and risk tolerance to manage sophisticated transactions. The Northstar I.R.A.® is a unique solution that delivers financing to a customer segment that typically would [...]
Washington State LTC and CareMatters
Last year, all eyes were on Washington state as they passed the Long-Term Care Trust Act (also referred to as the Long-Term Services and Supports Act or the WA Cares Fund). This Act, the first-of-its-kind law Last year, all eyes were on Washington state as they passed the Long-Term Care Trust Act (also referred to as the Long-Term Services [...]
Estate Planning Perils and Pitfalls – Part 2
Watch Eric Christoffersen's conclusion of this special 2-part series on Estate Planning. Recap of the series: As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge value added and earn your client’s loyalty for life. While you can’t solve a client’s legal problems, knowing when to advise them to get help [...]