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
What Goes On In Your Mind?
What motivates you? What makes you dream BIG? Who/what influences you? Life is HECTIC! Especially the last couple years. How do you keep up with it all and balance your home/work life while keeping a positive attitude and “feel” your successes? Josh Meester, E4 Insurance Services Senior New Business Manager has found a simple task has helped him balance [...]
2 Simple Ideas to Stoke Annuity Conversations
It’s been a great run in both fixed income and equity markets for a very long time. Yet today, risks abound in both fixed income and equities going forward, with rates rising from all time lows and equity markets trading well above average valuations. Watch this BREW with John Rafferty of Rafferty Annuity Framing LLC as he presents two [...]
Beyond the Money
On today's BREW, Doug Twiddy, E4IS Internal Case Design Specialist will be discussing the many uses of protecting your retirement plan with cash value from your life insurance policy. We have a plan to accumulate a calculated amount for retirement, but we cannot control the returns we will receive in the future. Even if you hit that goal, we [...]
Take a trip with TARA!
Dan Mythen, E4IS Wealth Strategist will be speaking on NEW ways to present the overfunded life policy concept to Gen Xers and Millennials. Here at E4IS, we call it "TARA" (Tax Advantaged Retirement Account). E4IS has proprietary tools such as "TRIP" (the Taxable Retirement Income Planner) that will help you approach clients and present this concept which will surely [...]
Non-Qualified Deferred Compensation (NQDC) Planning
Protecting the owner and their business equity needs planning. It is the number one issue owners worry about(protecting their number one asset). Additionally, owners always looking to enhance their lifestyle and push key people to act like them without diluting ownership. Join us on the next BREW as we welcome Jack Leavy, Business Solutions Specialist from Principal. We will [...]
Back To Basics: How Much Insurance Does Your Client Need?
The first and most basic question for any client – as far as insurance coverage is concerned – how much coverage is needed? In the next BREW, Jeremy Vidmar, E4IS Regional Vice President, will go through a couple of needs analysis calculators to help get us to that golden number. He will also share some personal stories about why [...]