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
Succession Planning Considerations for a Financial Advisor’s Practice with Tiffany Markarian, Advantus Marketing
Succession planning is a pivotal moment in the life of every financial advisor. Advisors must navigate an intricate landscape of succession planning considerations to preserve the legacy they’ve worked hard to build. On this episode, Award-Winning Marketing Strategist, Tiffany Markarian of Advantus Marketing, unravels the nuances of succession planning specific to a financial advisor’s practice and ways to safeguard [...]
2024 Kickoff with Dan and Brendon
Join Dan and Brendon as they do a recap of 2023 and a look ahead of 2024 plans.
Aspire Magazine with Pam Sheehan
Pam Sheehan, Publisher & Editor of Aspire Magazine for financial professionals discusses her publication's launch and meteoric rise in 2023 as well as plans for the year ahead.
Aging in a Post COVID World
Jon Thomas from Amada Senior Care joins E4 for a discussion on the realities of home care: the costs & the challenges your client may face. Most seniors want to age in place and live out their remaining years at home, but many are not adequately prepared. Help your clients be better prepared, and for those with LTC insurance, [...]
How To Add Value to an Estate Plan with Insurance
On this BREW, Steve Walker asks you to look at your book of business. Do you have clients that want to protect their loved ones by creating a financial legacy? Tune in to learn how insurance can help add value. These clients don’t care what insurance is but they love what insurance does! Insurance provides instant Leverage, Tax-Efficiency, and [...]
Assisting Clients in Choosing an Executive Benefit Plan
Dave Soczek is a recurring BREW guest and 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 Insurance (BOLI) and Corporate Owned Life Insurance COLI programs and reviews; asset repositioning; assisting [...]