The independent brokerage insurance agency promotes NAIFA membership and grassroots participation while its advisors enjoy the benefits of NAIFA membership.

The National Association of Insurance and Financial Advisors (NAIFA) and E4 Insurance Services (E4IS) have increased 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 increased agreement, E4IS will provide content for blog posts and has completed a NAIFA Advisor Today podcast featuring Stacy Norton, a Partner at Helgeson-Norton Agency; Jeremy Vidmar, FIC, CLTC, Regional Vice President at E4 Insurance Services; and Christopher Gandy, LACP, NAIFA’s President-Elect. NAIFA and E4 Insurance Services are pleased to announce an increase in and expansion of their educational partnership, building on their successful collaboration. Under this enhanced agreement, E4IS commits to increasing NAIFA memberships among its financial professionals to at least 75, representing a 50% increase that signifies substantial growth in our joint grassroots efforts. This partnership aims to strengthen our collective voice in advocacy and education. E4IS will continue to provide valuable content for NAIFA's blog posts and Advisor Today articles, focusing on educating both financial professionals and consumers about insurance and annuity solutions.

As part of this increased commitment, E4IS will receive 10 registrations to NAIFA's 2025 Congressional Conference, scheduled for May 19-20 in Washington, D.C. E4 Insurance Services, recently recognized as the inaugural recipient of NAIFA's Financial Security Champion award, continues to demonstrate its dedication to advancing the financial services industry. 

“E4 Insurance Services has been a great NAIFA partner for nearly five years, and we are excited to increase and strengthen our relationship,” said NAIFA President Doug Massey, CLU, ChFC, LUTCF, FSS. “NAIFA is always working to provide members with connections and resources to reach increasingly higher levels of success, and our partnership with E4IS helps us do that. At the same time, the leadership team at E4IS is committed to helping their advisors grow professionally and support the industry through world-class advocacy. NAIFA is pleased to be able to help E4IS achieve these goals.”

Led by Managing Partners Dan Peterson, LUTCF, LLIF, FIC, Brendon DeRouin, CLU, ChFC, LACP, RICP, and Steve Bergee, LACP, E4 Insurance Services, a leading provider of comprehensive insurance solutions, is proud to announce its strategic partnership with the National Association of Insurance and Financial Advisors (NAIFA). This enhanced collaboration marks a significant milestone for both organizations, as they combine their expertise to improve the financial services landscape.

Dan Peterson, LLIF®, LUTCF®, FIC®, President and Managing Partner of E4 Insurance Services, expressed his enthusiasm for the partnership: "Joining forces with NAIFA, the largest and most influential association of insurance and financial advisors, underscores our dedication to excellence in the insurance industry. Both E4IS and NAIFA share a common vision: to empower agents and advisors to achieve remarkable success while ensuring financial security for their clients. This collaboration not only pools our resources and knowledge but also leverages NAIFA's powerful advocacy efforts, which are crucial in shaping policies that promote long-term financial security and protect the interests of our clients and businesses. By working together, we reinforce our commitment to advancing the industry through education, professionalism, and advocacy, ultimately benefiting both our members and the communities we serve." This revised announcement emphasizes NAIFA's role in advocacy and its importance in promoting financial security and industry excellence.

ABOUT NAIFA: Founded in 1890, the National Association of Insurance and Financial Advisors is the preeminent association for financial service professionals in the United States of America. NAIFA members, in every Congressional district and every state house, subscribe to a strong Code of Ethics and represent a full spectrum of practice specialties to promote financial security for all Americans. Complimented by its professional development and consumer divisions, the Society of Financial Service Professionals, and Life Happens, the association delivers value through advocacy, service, and education.

ABOUT E4 INSURANCE SERVICES: At E4 Insurance Services, we are more than just an Independent Marketing Organization (IMO)—we are your trusted partner in delivering innovative and tailored insurance solutions. Born from the merger of e4 Brokerage, LLC and Insurance Services Group in 2019, we have built a reputation for transparency, expertise, and unwavering commitment to advisors and their clients.

Our philosophy is rooted in “E to the 4th Power”:

• Energy: We bring dynamic risk management solutions with responsiveness, expertise, and an objective approach.
• Energize: Our streamlined processes ensure efficiency, from informal applications to policy placement.
• Edge: We prioritize your clients’ best interests, equipping you with tools to stand out in a competitive market.
• Execution: With precision and dedication, we deliver results that align with your business goals and planning philosophies.

Specializing in life insurance, annuities, long-term care, and disability income solutions, we simplify the complexities of insurance so you can focus on what matters most—your clients. With a consultative approach and personalized service, we empower financial professionals to create better outcomes, making life simple for everyone involved.

Discover how E4 Insurance Services can elevate your practice at www.e4.insurance.