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.
Join us for BREW!
Click the date to save it to your calendar!
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
Land As Your Legacy
Financial professionals within farming or ranching communities have enormous potential. Consider this: the average farm or ranch has assets of about 1.5 million. Today, there are over 2 million family farms across the U.S. Armed with a deep knowledge of the diverse financial needs of these operations, your partners on Nationwide's Land As Your Legacy team can help. On [...]
LINQS+ with Newcleus
LINQS+ is a proprietary non-qualified retirement plan with guaranteed lifetime benefits for the participants and expense savings for the plan sponsor. Companies are challenged with retaining and rewarding key talent while balancing compensation and benefit expense. At Newcleus they have developed a proprietary strategy to provide nonqualified retirement benefits to key employees in a cost effective way, where the [...]
Enhanced Death Benefits on Fixed Indexed Annuities
Fixed Indexed Annuities (FIA) have been growing in popularity as both a protected growth tool, and a lifetime income tool. As more insurers add Enhanced Death Benefit options to their FIA offerings, a growing number of advisers are starting to use the FIA as a guaranteed legacy tool. Using a recent case as an example, in this BREW we [...]
Turning Taxable Assets Earmarked For LTC Into Tax-Free
Do you have client’s that are concerned about extended care planning? Have they been putting off having a discussion with you about how best to pay for their care? On the next BREW, we are going to focus on clients that should’ve done planning years ago, but still haven’t, targeting clients that are 70-79 years old. Wouldn’t it also [...]
LTC Best Practices
November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need! Shane Van Patten, CLTC, E4 Insurance Services Regional Vice President has been helping Financial Professionals proactively integrate insurance into their practices for the past 16+ years. After both of his parents had long-term care events in their 60’s (with [...]
Creative, Provoking, Timely Ideas & Questions
On today's BREW, Advisor Spotlight series as we welcome Greg Imhoff, Wealth Strategist with Exemplar Financial Network. Greg will be reviewing Creative, Provoking, Timely Ideas & Questions that he has been asked over the last 20 years, and how he uses them during client meetings. Some examples of ideas/questions that Greg uses include: For the scholar: The #1 investment [...]