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FINANCIAL LITERACY MONTH

The independent brokerage insurance agency’s advisors to join NAIFA and bring sector expertise.

Falls Church, VA (October 13, 2020) -- The National Association of Insurance and Financial Advisors (NAIFA) and E4 Insurance Services have completed an educational partnership agreement, under which E4IS will promote membership in NAIFA to E4IS-affiliated agents and advisors and provide thought leadership to the NAIFA membership.

Under the partnership agreement, E4IS will provide content for blog posts, as well as articles for NAIFA’s Advisor Today. NAIFA and E4IS will work together to educate financial professionals and consumers on insurance and annuities solutions while expanding the number of members to aid in our joint grassroots efforts.

“NAIFA is excited to partner with E4 Insurance Services to provide our members and consumers with important resources on insurance, annuities and wealth management planning,” said Brian Steiner, NAIFA VP, Business Development & Partnerships. “NAIFA is always working to provide members with connections and resources to reach increasingly higher levels of success, and our partnership with E4IS will help us do that.”

E4 Insurance Services provides objective unbiased insurance consulting for financial advisors and professionals. The company specializes in policy review, advanced markets, and challenging cases – from business needs to impaired risk.

“We are pleased to partner with a national association of NAIFA’s stature,” said Dan Peterson, LLIF®, LUTCF®, FIC®, E4IS President and Managing Partner. “E4IS and NAIFA are both dedicated to ensuring the success of agents and advisors and helping them achieve financial security and prosperity for their clients. With this partnership, we are able to combine our resources and expertise to advance those goals.”

 

ABOUT NAIFA: Founded in 1890, NAIFA is the oldest, largest and most prestigious association representing the interests of financial services professionals from every Congressional district in the United States. Our mission – to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members – is the reason NAIFA has consistently and resoundingly stood up for financial services professionals and called upon members to grow their knowledge while following the highest ethical standards in the industry. Visit NAIFA at www.naifa.org.

ABOUT E4 INSURANCE SERVICES: The e4 Brokerage, LLC and Insurance Services Group teams merged in November 2019 to form E4 Insurance Services, LLC. Our commitment and goal for our advisors and their clients is to benefit from our transparency, knowledge, accessibility, and confidence. We focus on “E to the 4th Power”: Our ENERGY lies in our risk management solutions that bring responsiveness, expertise, and an objective approach to advisors and their clients. We ENERGIZE by having an efficient process and manage everything from the informal application to placing the policy. We give you an EDGE by putting the focus on you and your clients’ best interests, not a company’s best interest. We complete EXECUTION of the process to ensure only the best for you and your clients, with an understanding of your business and planning philosophies. We specialize in insurance, so you don’t have to. Making Life Simple. Visit www.e4.insurance to learn more.

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