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
Estate Planning Perils and Pitfalls – Part 1
As financial advisors, being able to spot legal landmines in your clients’ estate planning can be a huge valued 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 is critical. This 2-part series explores these potential perils through real life case studies. The aim is for [...]
Social Security Disability Insurance
Social Security benefits are complicated, and one of the biggest areas of confusion is around Social Security Disability Insurance (SSDI). If your clients are counting on SSDI to protect their family, they may need to think again. In 2021, the Social Security Administration (SSA) released data showing that fewer than 40% of initial applications for SSDI are approved. And [...]
Pension Maximization
Watch this BREW to see how E4 Insurance Services can provide you with a customized presentation for your clients with a pension. We will help you explain the pros and cons of our exclusive Pension Max Strategy with respect to net income, taxes, and the taxation of their Social Security benefits. Let us make this complex process become extremely [...]
Symetra Swift Term
If your New Year’s Resolution was to make your business more efficient for 2022– be sure to watch this BREW to hear about Symetra’s innovative SwiftTerm program and the new Extra Coverage program (permanent coverage without more underwriting!). SwiftTerm’s technology puts your customer in control – all electronic process, no telephone interview, coverage in under an hour start to [...]
A Look Back and a Look Ahead
Join E4IS as we usher in the new year with our first BREW of 2022! Dan Peterson, E4IS President and Managing Partner and Brendon DeRouin DeRouin, Chief Distribution Officer and Managing Partner will start off 2022 with the first of their new quarterly series where they will host a special 30-minute BREW for advisors. For this BREW, we'll take [...]
Benefits of John Hancock Vitality Program
Join us for a real life viewing of John Hancock’s Vitality program, an innovative life insurance solution offering significant savings and rewards for the steps you take every day. One of our very own E4IS employees will show you how he has used it over the last 4 years and how he has earned/saved roughly $4,000 this year with [...]