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17:38

Integrating Long-Term Care (LTC) Planning Into Your Practice

45:31

Nationwide Tools and Resources for Business Succession and Planning

28:59

Planning for the Future of Your Business

20:04

Selling a Financial Advisory Practice

29:14

What Roles Does Private Equity Have In Business Succession Planning?

26:12

Navigating The Silver Tsunami

Greg Mantz, Regional Sales Director for OneAmerica, discussed long-term care and touched on aging demographics, industry trends, stats, solutions, and why an LTC plan is so important.

Відео

17:38

Need. Want. Concern.

Переглядів 2714 днів тому

Jeremy Vidmar, FIC, CLTC, E4 Regional Vice President, jumped into a unique case study to show how you can create a plan that guarantees your client’s Needs, Wants, and Concerns are met. As your clients get closer and closer to retirement, the conversation changes from accumulation to Needs, Wants, and Concerns when they say “good-bye” to the 8-5.

Integrating Long-Term Care (LTC) Planning Into Your Practice

45:31

Integrating Long-Term Care (LTC) Planning Into Your Practice

Переглядів 921 день тому

Shane Van Patten, CLTC, E4’s Regional Vice President, discussed how to implement best practices for integrating Long-Term Care planning into your process and having an engaging conversation with your clients about it.

Nationwide Tools and Resources for Business Succession and Planning

28:59

Nationwide Tools and Resources for Business Succession and Planning

Переглядів 67Місяць тому

Nationwide joined us for an overview of business planning tools and how to use them with your business owner customers. Blake Price, Financial Planner with the Legacy Planning Team from Nationwide gave an overview of our most used resources as well as a sample business valuation.

Planning for the Future of Your Business

20:04

Planning for the Future of Your Business

Переглядів 57Місяць тому

Corey Cox, Senior Consultant-Business Solutions for Principal, returned to the BREW to discuss the importance of knowing your business’s value. He will address business succession planning, protecting your business, and ensuring you care for your key employees and yourself.

29:14

Selling a Financial Advisory Practice

Переглядів 77Місяць тому

Tiffany Markarian, Managing Director for Advantus Marketing, explored the complexities of selling a financial advisory practice. Whether you’re thinking about transitioning out of the business or are actively preparing for a sale, this podcast is designed to help financial advisors navigate the entire process-from valuing your practice and finding the right buyer to managing the emotional and f...

What Roles Does Private Equity Have In Business Succession Planning?

26:12

What Roles Does Private Equity Have In Business Succession Planning?

Переглядів 61Місяць тому

Rod Crandall, Regional Vice President, discussed the role of Private Equity (PE) in business succession planning, drawing from experience sourcing companies for PE purchases. He went into the increasing consolidation across industries and the rising competition for deals, leading to higher prices and more creative sourcing strategies.

Valuations That Drive Growth: An Advisors Guide to Client Success

20:16

Valuations That Drive Growth: An Advisors Guide to Client Success

Переглядів 942 місяці тому

Andrew Herrera, Regional Vice President with North American talked about a new partnership with a leading valuation company. This platform can help your business owner clients plan for their future success and generate revenue for your practice.

Mistakes Have Consequences, Don't Let It Happen To You

22:33

Mistakes Have Consequences, Don't Let It Happen To You

Переглядів 412 місяці тому

Josh Meester, E4 Regional Vice President, discussed a true-life event that impacted one of our own. He went into a personal story to remind us how a simple task could avoid disaster for numerous people involved.

18:56

Life Insurance Awareness Month with E4

Переглядів 282 місяці тому

Phil Haug, Senior VP, Sales for E4, dives deeper into Life Insurance Awareness Month and how we at E4 Insurance Services can help you and your clients find the best solutions and get the proper protection.

Real Life Stories (Life Insurance Awareness Month)

24:24

Real Life Stories (Life Insurance Awareness Month)

Переглядів 622 місяці тому

In honor of Life Insurance Awareness Month, Steve Walker, VP of Institutional Accounts, discussed how stories sell! Listen to your key partners at E4 Insurance Services discuss how life insurance has impacted the people near and dear to them.

36:27

It's About Answers, Not Insurance!

Переглядів 492 місяці тому

Changing our habits and behavior can be very hard and requires commitment and intentionality. It also requires stepping outside our comfort zone to do the right thing and ensure our clients’ well-being. Rod Crandall, Regional Vice President for E4, discussed how to effectively and intentionally lead the conversation that results in AGREEMENT and ACTION by our clients.

26:32

Retaining Top Talent

Переглядів 1133 місяці тому

Corey Cox, Senior Consultant-Business Solutions from Principal, and Phil Haug, Senior VP, Sales, discussed retaining key employees by utilizing deferred compensation and executive bonuses with Principal’s Select Reward Plan and Bonus Plan.

From Qualified to Non-Qualified Plans for Business Owners

26:10

From Qualified to Non-Qualified Plans for Business Owners

Переглядів 503 місяці тому

Do you work with Business Owners looking for maximum tax deductions and/or diversified savings ideas? Bill Anderson, E4's Wealth Strategist, and Phil Haug, Senior VP, Sales, shared real-life examples of what Business Owners are doing in the market today.

Qualified Life Insurance Q&A with Security Mutual Life

23:05

Qualified Life Insurance Q&A with Security Mutual Life

Переглядів 373 місяці тому

Security Mutual Life’s Armando Testani, Retirement Services Consultant, joined us and answered some burning questions about qualified life insurance within the industry and solutions they could offer.