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.
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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If you are not on our BREW this afternoon, you are not in the right place! 😉 Join Daniel Peterson and Phil Haug LUTCF to discuss what will happen for E4 in 2025. Be among the first to get the inside scoop and important dates for our upcoming events. 🎉 All the details and links are in the events tab. See you at 12:00 pm (CST).
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Last week, we hosted one of our most anticipated events of the year—the Inner Circle Meeting in Newark, NJ! Over a few exciting days, we engaged in dynamic collaborations, participated in insightful study groups, and enjoyed a webinar led by an estate planning attorney. Additionally, we dove deeper into our product lines with intuitive presentations. We also took the time to celebrate the achievements of our top advisors, reinforcing our commitment to excellence. Reflecting on this successful gathering, we are energized and looking forward to an even more prosperous 2025! 🤩 Daniel Peterson, Brendon DeRouin CLU ChFC LACP, Steven Bergee, Phil Haug LUTCF, Steve Walker, CLTC, LUTCF, Jeremy Vidmar, FIC®, CLTC®, Bill Anderson, Josh Meester, Preston French, Ross Brady Serold, and Doug Twiddy.
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