As a Financial Security Champion firm, E4 Insurance Services (E4IS) has a long history with NAIFA. It's no wonder that this firm was NAIFA's first Financial Security Champion with so many members of their team volunteering their time with NAIFA. E4IS President and Managing Partner, Dan Peterson, LLIF, LUTCF, FIC, and Vice President of Institutional Accounts, Steven Walker, CLTC, LUTCF, are both past presidents of NAIFA-North Dakota. Walker was also named one of NAIFA's Advisor Today's 4 Under 40 in 2021. Chief Distribution Officer and Managing Partner, Brendon DeRouin, CLU, ChFC, LACP, RICP is a two-time past president of NAIFA-Wisconsin. We are #NAIFA proud to have 50 members of their firm as NAIFA members through our Financial Security Champion program.
Last week, E4IS, invited NAIFA Trustee Christopher Gandy to speak during their weekly B.R.E.W. (Building Relationships Every Week). He sat down with Walker to share pointers on how to have the mindset of the 1% and how to stay in the mindset of the 1%. Chris also talks about how membership and leadership within NAIFA have helped develop his career.
Catch their conversation on YouTube.
E4 Insurance Services hosts this mid-week break every Wednesday at 1 pm eastern, with guest speakers discussing concepts, trends, products, and more.
Tune in for upcoming episodes!