E4 Insurance Services
Steven Bergee serves as the Senior Vice President and Managing Partner, Chief Design Specialist at E4 Insurance Services since November 2019. Prior to this role, Steven was a Partner and Vice President of Sales and Marketing at e4 Brokerage, LLC from November 2009 to November 2019. Steven's career also includes experience as a Life Marketing Manager at Partners Advantage Insurance Services, LLC from January 2005 to November 2009. Steven holds a degree from North Dakota State University.
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E4 Insurance Services
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.