Get to know the people that make up E4IS and how we are here to support your goals by Making Life Simple! Our team will help you place your clients with the right policy. Already know E4IS is the right fit for your needs? We focus on staying current with industry changes, so you don't have to. We specialize in policy review, advanced markets, and challenging cases - from business needs to impaired risk.
Wealth advisors and insurance professionals choose E4 Insurance Services as their lead insurance team for our unbiased and consultative approach. What this means to you is our services are designed with the highest level of respect for your role. We communicate on every aspect of the solutions we recommend and are fully transparent in our process.
As an independent partner, we focus on you and your clients' best interest, not a particular company's best interest. The real benefit is the knowledge, accessibility, and confidence you gain in serving your clients' risk management and insurance needs, completely and efficiently.
Wealth advisors and insurance professionals choose E4 Insurance Services as their lead insurance team for our unbiased and consultative approach. What this means to you is our services are designed with the highest level of respect for your role. We communicate on every aspect of the solutions we recommend and are fully transparent in our process.
As an independent partner, we focus on you and your clients' best interest, not a particular company's best interest. The real benefit is the knowledge, accessibility, and confidence you gain in serving your clients' risk management and insurance needs, completely and efficiently.
Services
Advisors' and their clients benefit from our transparency, knowledge, accessibility, and confidence.
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.
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.
Our consulting team is here to guide you and your clients through the entire insurance process.
From analyzing needs and options, to managing the underwriting process, we offer objective and unbiased guidance while leveraging our resources to help enhance your clients' experience.
Not only does life change, but life insurance products change over time.
That's why it's important for you to have a regular client review practice in place.
Trust, credibility, and long-term relationships are just the beginning to the benefits of scheduling reviews.
From analyzing needs and options, to managing the underwriting process, we offer objective and unbiased guidance while leveraging our resources to help enhance your clients' experience.
Not only does life change, but life insurance products change over time.
That's why it's important for you to have a regular client review practice in place.
Trust, credibility, and long-term relationships are just the beginning to the benefits of scheduling reviews.
E4IS has experienced rapid growth and continues to look for outstanding individuals to join our team.
Our Sales Team is expanding and we are seeking qualified financial professionals to provide unparalleled service to our advisors' and their clients.
The Design Team carefully reviews both new and old policies and crafts plans for our advisors clients.
The latest technology available combined with decades of experience sets this team above the rest!
As case volume continues to meet and exceed thresholds, new positions will be added to our New Business team and other areas.
Our Sales Team is expanding and we are seeking qualified financial professionals to provide unparalleled service to our advisors' and their clients.
The Design Team carefully reviews both new and old policies and crafts plans for our advisors clients.
The latest technology available combined with decades of experience sets this team above the rest!
As case volume continues to meet and exceed thresholds, new positions will be added to our New Business team and other areas.
Each week, E4IS hosts a guest speaker to discuss sales concepts, industry trends, product updates and more.
Can't make it?
Life happens.
Because we don't want you to miss anything, we share them here.
If you have any questions regarding a specific BREW-cast or would like to request a specific topic to be covered, please contact brew@e4.insurance.
Disclaimer: By watching BREW or joining BREW events live, you are confirming that you are a licensed insurance agent, advisor, or producer.
November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need!
Can't make it?
Life happens.
Because we don't want you to miss anything, we share them here.
If you have any questions regarding a specific BREW-cast or would like to request a specific topic to be covered, please contact brew@e4.insurance.
Disclaimer: By watching BREW or joining BREW events live, you are confirming that you are a licensed insurance agent, advisor, or producer.
November is Long-Term Care Awareness Month, and we want to help you start your month with all the tools you need!
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