Mark your calendars for this great event happening this fall!✨ Come join us for a day in the Land of Insurance Opportunities, where we can help you gain the courage, heart, and intelligence to provide Life, Annuity, and DI more effectively. Register now here: https://lnkd.in/gjGyvv-P
E4 Insurance Services
Insurance
Fargo, North Dakota 553 followers
Making Life Simple!
About us
As an independent insurance consulting firm, wealth managers and financial professionals choose E4 Insurance Services as their lead risk management partner for our responsiveness, expertise and objective approach. What this means to you is we help enhance your client experience, without diverting your core focus. We work with you in the method and manner you conduct business to help complete the planning you do with clients, in a non-conflicted manner. We understand the unique differences between fee-only and fee-based RIAs, registered representatives and insurance professionals. As such, our relationship with you first starts with a deep understanding of your business and planning philosophies. We learn how you work with clients so together we can determine a service model that best aligns with your practice. Complete alignment with you and your clients’ objectives is our only acceptable baseline. At your discretion, we also review existing policies your clients may already own, on your behalf. This helps you be more comprehensive in the value you offer, without being distracted. 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.
- Website
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https://www.e4.insurance/
External link for E4 Insurance Services
- Industry
- Insurance
- Company size
- 11-50 employees
- Headquarters
- Fargo, North Dakota
- Type
- Partnership
- Founded
- 2019
- Specialties
- Life Insurance, Retirement Planning, Annuities, Long-Term Care Insurance, IRA Maximization, Estate Planning, Policy Review, Executive Bonus, Buy-Sell Planning, Key Man Insurance, Long-Term Care Analysis, Annuity Inspection Report, Disability Insurance, Pension Maximization, and Annuity Mazimization
Locations
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Primary
Get directions
2280 45th St S
Suite C
Fargo, North Dakota 58104, US
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Get directions
951 Kimball Ln
Suite 206
Verona, Wisconsin 53593, US
Employees at E4 Insurance Services
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Michael Pinkans, CFA®, CFP®
Financial Specialist @ The Leaders Group, Inc. | Asset Accumulation & Protection Strategies
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Steven Bergee
Senior Vice President and Managing Partner, Chief Design Specialist at E4 Insurance Services
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Daniel Peterson
President and Managing Partner at E4 Insurance Services
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Steve Walker, CLTC, LUTCF
Vice President of Institutional Accounts
Updates
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Join us next Wednesday to close out Annuity Awareness Month! Doug Twiddy and Phil Haug LUTCF will discuss how advisors can use annuities in their clients' financial solutions for the future. We will see you on the BREW.☕
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We want to give a warm welcome to our new RVP, Preston French!👋 Preston is bringing his southern charm to E4IS, and we are excited to have him join the team! #E4IS #GrowingTeam #Welcome
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Don't forget to join us next Wednesday for the BREW! ☕ We will have our very own Doug Twiddy and Josh Meester talking annuities. You can find the link in our events tab, and we will see you there!
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Timothy Rieder and Allison Ashworth, ALMI, ACS, had a fantastic time at the LIBRA Insurance Partners Underwriting Symposium the last few days! We enjoy connecting with our partners through these great conferences and seeing some of our co-workers in person. #LIBRAUnderwritingSymposium #E4IS #Connecting
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Registration for Building Business Together (BBT) Fargo is now open!🥳 We are excited to bring this event back to Fargo for the 2nd year. You won't want to miss out on all the great things we have in store! Register early to secure your spot here: https://lnkd.in/gjGyvv-P
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June is Annuity Awareness Month! Follow along with us and join our weekly BREWs to learn how E4 can be your annuity expert, providing strategic guidance on the precise annuity product for each of your client's specific needs. We kick off our first BREW with Doug Twiddy and Phil Haug LUTCF. Don't miss out!
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