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
The Income Protection Software Analysis (IPSA)
Mike Sir from One Protection will join us to discuss the DI discussion and the innovative tool they created to facilitate client conversations. The Income Protection Software Analysis (IPSA) is a simple yet powerful presentation tool designed to decrease client objections and significantly improve your closing percentages. It allows you to use data inputs specific to your client's situation [...]
Income Protection: It’s not just for doctors and lawyers.
Hands-on work is demanding for your farmer and rancher prospects/clients. But many have never considered what might happen if they become sick or hurt and unable to work, much less their farm spouses. What about general operating expenses? Who is going to cover those? What about other manual duty occupations such as plumbers, electricians, contractors, dental hygienists, beauticians, etc.? These [...]
Disability Insurance at E4 Insurance Services
It has been nearly a year since we brought Brady Serold on board as our Senior Vice President of Disability Income to launch our DI line. Our Chief Distribution Officer and Managing Partner, Brendon DeRouin, and Brady will discuss why E4 is here for your DI needs, our successes, and what's on the horizon.
Estate Planning for Your Clients in an Ever-Shifting Landscape
We wrapped up our April Focused Planning Series on Estate Planning with Attorney Eric Christoffersen, who shared his expertise. He discussed the importance of having a game plan for your clients’ Estate Planning in a game where the rules always change.
Different Deferred Compensation Strategies for Different Types of Employees
Dave Soczek returns to the BREW to discuss compensation strategies for your business owner clients. We'll review common issues and solutions. Dave works with other financial professionals throughout the country to provide solutions to many of the issues their business clients face, such as recruiting, rewarding, and retaining key employees; correcting deficiencies in current benefit plans; Bank Owned Life [...]
April’s Focused Planning Series Case Study: Estate Planning
E4’s Dan Peterson and Brendon DeRouin dove into a case study discussing the Montgomery's, a high-net-worth couple in their early 50s. They reside in Minnesota and possess substantial assets, including multiple properties, investments, and a thriving business. Concerned about state and federal estate taxes, they aim to optimize their estate plan to maximize preservation while ensuring their family's financial [...]