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 in the Current Environment
Brett Berg, Vice President, Advanced Marketing at Prudential and an attorney, is joining us to discuss Estate Planning in the Current Environment. Based on the anticipated change to the exemption amount, it may seem obvious that clients should make large gifts before 2026. However, the decision whether to make a gift, what amount it should be, and how it [...]
Protecting Your Business by Protecting Your Key People
Who is a major driver of revenue for your business? Mason McKinnie from Principal joined us to talk about learning more about protecting your business from the involuntary or voluntary departure of your top people. Reward and retain your best employees by providing benefits that match their contributions. Make them feel like owners without having to give them ownership. [...]
Protecting Against the Loss of a Key Employee – The Missing Piece
Most advisors protect the business in the event of the death of a key employee. But what if they didn’t die and became too sick or hurt and cannot return to work? Doesn’t the business have the same issues? E4’s Brady Serold and Steve Walker talk about the often-overlooked topic of key employee disability insurance and why it should [...]
Protecting Your Business From Disruption of Losing Key Employees
Chris Henderson, Managing Director at M3 Financial joined the BREW to share his experience of working with businesses to create retention strategies for Key Employees – specifically how he shifted from unpredictable individually underwritten plans to a more consistent and successful approach using a multi-life guaranteed-issue chassis. Since making this shift, Chris has found that not only is the [...]
Creating Opportunities to Recruit, Reward, and Retain Key Employees
Doug Bowden and Brad Mills, Symetra Life Insurance, shares ways for your business owner clients to create opportunities to reward and retain their key employees.
Generating Business Market Insurance Opportunities with Buy Sell Agreements
We continue with our monthly Focused Planning Series featuring Buy-Sell Agreements. On this webcast, Mason McKinnie, Sales VP of Business Solutions with Principal Life joins us to discuss why it is important to make sure your business owners clients Buy Sell Agreements are current, funded, and funded at the right business value.