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. 

Consulting

Insurance

Investment Management

Personal Finance

Risk & Compliance

E4 Insurance Services

Steve Bergee

Ross Brady Serold

Michael A. Nassr Jr. Lutcf

Daniel Peterson

E4 Insurance Services

Org chart

Teams

Offices

Similar companies