e4 Brokerage, LLC, is an independent brokerage insurance agency that offers high-level expertise for life, annuity and health agents. Agents and clients face many challenges, specifically how to track and understand the performance of insurance partners in an environment that is constantly changing. e4 Brokerage is able to provide top tier resources for agents and their clients by working directly with these advanced markets, bank-owned life insurance and the trust-owned life insurance. 


Our unbiased and innovative planning and review processes for Independent Insurance Professionals, Trust Departments, Accounting Firms, Estate Planning Attorneys, and Financial Institutions allows you to make a difference for your clients. This combined with a culture that is quick, responsive, accurate and knowledgeable gives you the tools to best assist your client. 

 

"AiM" Policy Review

Dan developed this exclusive review process to help advisors and their clients maximize their policies. The process takes advantage of the latest innovations, products, and financial strategies. 

 

IRA Mazimization

This analysis provides education and highlights the benefits of utilizing IRA money (not needed for income) to purchase life insurance as a means to maximize the amount left for their heirs. 

 

Long-Term Care Planning

e4's specialized long-term care team has over a decade of experience with complex cases. 

 

"Land As Your Legacy" (Nationwide Farm Program

Dan was recognized for his expertise in farm succession planning when he became the first independent advisor to be certified in this program. Dan has consulted and developed plans for hundreds of family farms as closely held businesses.

Objectivity Marketing Review

*Insurance Planning Through an Advisory Lens

 

See what CPA's have to say about working with e4 Brokerage, LLC:

  

- Virtual Technology: Calculators and Instant Quoters 

- Detailed Underwriting to markedly improve rates

- E-Apps and iGo (select carriers)

- Drop Tickets capability

- Large premium life insurance care expertise

- Building referrals among your client base

- Advanced Markets expertise

- Annuity and Health product expertise

- Bank owned life insurance

- Deferred Compensation

- Agent portal to monitor cases and industry news

- e4 support and more!

 

If you are interested in these virtual tools for your business, please contact e4 Brokerage for additional details.

Finra BrokerCheck: https://brokercheck.finra.org/