Don't miss the 3rd week of discussing Estate Planning with Bill Anderson and PacLife tomorrow at 10:00 am (CST)!👏 All the details are in the events tab.
About us
Wealth managers and financial professionals choose E4 Insurance Services as an independent insurance consulting firm as their lead risk management partner because of our responsiveness, expertise, and objective approach. What this means to you is that we help enhance your client experience without diverting your core focus. We work with you in how 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. Our relationship with you starts with a deep understanding of your business and planning philosophies. We learn how you work with clients so that 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 offer more comprehensive value without being distracted. Our services are designed with the highest level of respect for your role. We communicate 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. The real benefit is the knowledge, accessibility, and confidence you gain in serving your clients’ risk management and insurance needs completely and efficiently. Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 800, Littleton CO 80120, (303) 797-9080.
- 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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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
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Shane Van Patten, CLTC
Regional Vice President at E4 Insurance Services
Updates
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Get ready to step up to the plate for our 11th Annual Building Business Together Great Lakes conference! This year, we're hitting it out of the park at Lake Lawn Resort in Delavan, Wisconsin. ⚾ Don't strike out on registration! Secure your spot early and get ready to hit a home run at this year's conference. Find the full lineup here: https://lnkd.in/gkEpfU5N
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This week, we have the pleasure of having Ronnie Hamilton join our E4IS team! ✨ Ronnie brings extensive industry experience, and we are excited for him to share his skills and insights to benefit our advisors and clients. 👊
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E4 Insurance Services is hosting Tax Planning Moving Forward. Make sure to attend it tomorrow! Bill Anderson is hosting his 2nd week as our MVP for our January lineup focusing on Estate Planning. 🤩
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Join Bill Anderson and an Estate Planning Attorney to discuss what estate planning will look like in 2025. Starting this week, the BREW will be at 10:00 am (CST) for the whole year! All the details are in the events tab for joining!
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We are so excited to have Todd Scott join our team and look forward to what the new year offers! 🤩
I’m happy to share that I’m starting a new position as Regional Vice President at E4 Insurance Services!
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We look forward to hitting a grand slam this year with our new 2025 Marketing Lineup! ⚾ Follow along all year long to see which topics we will hit on each month. We are leading off with Estate Planning for January, and our MVP of the month is Bill Anderson. 🌟 Get all the details for the month in our events tab to join the BREW each week.
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