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NAIFA Members Serve Main Street USA

E4 Insurance Services


Recent posts by E4 Insurance Services

1 min read

E4 Insurance Presents BREW: Serving Farming and Ranching Communities

By E4 Insurance Services on 12/3/21 8:30 AM

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) on Wednesday, December 8, 2021, at 1 pm eastern.

Topics: Financial Planning
1 min read

E4 Insurance Presents a Special BREW Featuring Chris Pezalla

By E4 Insurance Services on 11/29/21 2:38 PM

E4 Insurance Services invites you to join our Building Relationships Every Week (BREW) on Wednesday, December 1, 2021, at 1 pm eastern.

In this week's session, Chris Pezalla, Executive Vice President and Chief Actuary at Newcleus, will discuss LINQS+, a proprietary non-qualified retirement plan with guaranteed lifetime benefits for the participants and expense savings for the plan sponsor.

Topics: Executive Carve-Outs
1 min read

E4 Building Relationships Every Week Series Celebrates LIAM

By E4 Insurance Services on 8/20/21 10:00 AM

On, September 1st, join E4 Insurance Services on the BREW as they talk life insurance with Juli McNeely, LUTCF, CFP, CLU (Past NAIFA President and loyal member since 1996) to kick off their Leading with Life series for Life Insurance Awareness Month.

Topics: Life Insurance Life Insurance Awareness Month webinar Potential Partners for Advisors
1 min read

NAIFA Partner E4IS Hosts Weekly BREW: The 4 Marketing Strategies all Financial Advisors Should be Doing Right Now

By E4 Insurance Services on 6/29/21 5:19 PM

There are a plethora of marketing tactics and tools available for financial advisors and professionals. However, when you try to execute them all, things can get haphazard. Tiffany will be highlighting the four marketing strategies that should be part of every core marketing or business development plan.

Topics: Marketing
1 min read

NAIFA Partner E4IS Offers an Update on Inherited Retirement Account RMDs

By E4 Insurance Services on 5/4/21 3:15 PM

Based on the statutory language of the SECURE Act, most tax experts had concluded that a typical non-spouse beneficiary would have ten years to liquidate an inherited IRA or other qualified account—and that it would NOT be necessary for the beneficiary to take RMDs along the way.

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