Expanding Opportunities: Annuity and Life Insurance Solutions for Agents

February 6, 2025
12 PM CST
Jonathan Caldwell
Presented by: Jonathan Caldwell
Regional Vice President
E4 Insurance Services
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Expanding Opportunities: Annuity and Life Insurance Solutions for Agents
About This Webinar

Introducing one of our newest strategic partners, E4 Insurance Services!

Join this webinar to learn how you can leverage this partnership to elevate your business and better serve your clients. This webinar is designed for advisors and agents eager to grow within the life insurance and annuity space.

Learn about E4’s unbiased, consultative approach and how their transparent and independent solutions can support your clients’ best interests. Attendees will:

  • Gain valuable insights on how they can add life insurance and annuities to their business
  • Explore strategies to confidently address your clients’ risk management and insurance needs
  • View a demonstration of the E4 website and tools
Plus, agents will be able to participate in an interactive Q&A session with key members of the E4 team. Reserve your spot for this crucial webinar today!

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Don't miss this chance to learn key insights from industry thought leaders on our live webinar. Reserve your spot today!

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About the Presenter:
Jonathan Caldwell

Jonathan Caldwell

Regional Vice President
E4 Insurance Services

With over 20 years working in the insurance and financial services industry, Jonathan is experienced in client-facing discussions and partnering with others to assist them in growing their practice. He is a results-driven financial services manager with extensive experience in sales, business development, conflict resolution, training and development, prospecting, promotions, product management, and relationship building and management.

Jonathan’s aptitude for generating growth opportunities, building key relationships, and overseeing high-profile product initiatives is key to the success of advisors who work with him. He holds a Marketing Degree from The University of Mississippi, is married, and has two children.