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
Term Laddering
Are you still selling traditional, long-term fixed term insurance? "Term Laddering" is a custom sales design intended to provide families with term insurance that decreases as their financial needs goes down, just like mortgage insurance decreases with a person’s mortgage. Join E4IS's very own Doug Twiddy, Internal Case Design Specialist and learn how our proprietary software can help you [...]
Leading With Life
September is Life Insurance Awareness Month and it’s a great time to reflect on why life insurance needs to be part every client conversation. If you focus primarily on insurance in your practice, then you may already be doing that. If you focus primarily as a financial planner and insurance is simply a part of what you do, then [...]
Medicaid with Susan Johnson-Drenth, CELA
Medicaid rules are complex and everchanging. We will review how you can help your client get ready for Medicaid. We will also discuss how to maximize the allowable income and assets for your client under the Medicaid rules- and how to accelerate eligibility. Which accounts are best to spend first? Who should own what asset? Bring your questions! Don’t [...]
E-book for Business
On today's BREW, we welcome Jason Jafferis, Regional Vice President with Prudential. We'll discuss their new Business Owner eBook and how it helps advisors better address the questions to ask during different stages of a business life cycle and also offer life insurance solutions that are appropriate for the state that they are currently in – the startup-up phase, [...]
Managing Centers of Influence
Winning referrals from centers of influences like CPAs and attorneys can be a challenge. Zach Schnitzler works as an Insurance Specialist at a “Top 25 CPA firm” ranked by The Inside Public Accounting Report. He’ll share his tips on building successful referral relationships with business advisors that, in many situations, clients trust most. Disclaimer: By watching BREW or joining [...]
Beyond the Role of Benefits for Beneficiaries
On today's BREW, E4IS welcomes John Dallas and Peter Spreen with Berkshire Settlements. We will be discussing how to take a maturing book of life Insurance policies and turn it into additional revenue for your practice and provide unknown value to your client. We will explore the current state of the life settlement market, how a life settlement provider [...]