E4 Insurance Services

E4 Insurance Services Financial advisors choose E4IS as their partner for our responsiveness, expertise and objective appr

Yesterday in Fargo: Anchors & Advantages - Prepare for Better: Effective Wealth Transfer Strategies with E4 Insurance Se...
08/12/2026

Yesterday in Fargo: Anchors & Advantages - Prepare for Better: Effective Wealth Transfer Strategies with E4 Insurance Services and John Hancock.

Advisors joined Steve Walker, CLTC, LUTCF and Brad Newcomb, for a focused conversation around effective wealth transfer strategies, real-world planning ideas, and John Hancock’s Longevity Preparedness Index.

Thank you to everyone who joined us! ☕

Follow E4 Insurance Services on LinkedIn for upcoming events, planning insights, and advisor resources. Visit https://e4.insurance/ to explore upcoming events and connect with the team.

Hey! You’re invited to an exclusive seat at Building Business Together Northern Plains, our flagship E4IS voyage for gro...
07/14/2026

Hey! You’re invited to an exclusive seat at Building Business Together Northern Plains, our flagship E4IS voyage for growth‑minded advisors.

Join us on September 10 at the Avalon Event Center in Fargo for one powerful day with:

- John Kriesel on resilience and gratitude
- Mark Berry on navigating variable life
- Kate Wiley on the Art of Discovery and better client conversations

If you want your next big practice upgrade to come from one focused day, register now and make sure you’re on board!

Register here: https://e4.insurance/bbt/

07/02/2026

Excited to share a leadership update at E4 Insurance Services.

Effective July 1, Greg Spaeth will become President & Partner of E4 Insurance Services. Greg will lead operations and day-to-day ex*****on, helping ensure our platform, processes, and service model continue to scale in support of advisors, partners, and clients.

Alongside Greg’s appointment, E4 will be led by Co-CEOs & Managing Partners Daniel Peterson and Brendon DeRouin, who share responsibility for E4’s overall strategy, growth, and direction, while working closely together across key distribution and carrier relationships.

Dan will focus on firm strategy, sales and revenue growth, consulting with top advisors, advanced point-of-sale case consultation, and company culture. Brendon will partner on overall firm strategy and lead strategic growth initiatives, including acquisitions, AI, and long-term innovation.

These changes reflect continued investment in the growth of E4 and the leadership depth needed to support that growth. As an independent company, E4 is committed to creating lasting impact by empowering advisors, clients, and employees in meaningful ways. We’re excited for this next chapter and the opportunities it creates.

We're excited to welcome Chad Meredith to the E4 Insurance Services team as our newest Regional Vice President! 🎉Chad br...
06/30/2026

We're excited to welcome Chad Meredith to the E4 Insurance Services team as our newest Regional Vice President! 🎉

Chad brings more than 20 years of experience helping financial advisors grow their businesses through advanced life insurance, estate planning, business planning, and premium financing strategies. Known for his consultative approach and relationship-focused style, he's passionate about helping advisors simplify complex planning solutions and achieve better outcomes for their clients.

Please join us in giving Chad a warm welcome to the E4IS team! We're excited to have his experience and dedication as we continue supporting advisors and growing together in 2026 and beyond!

Retirement planning can get complicated fast... especially when every client looks different on paper.One shift that’s h...
06/23/2026

Retirement planning can get complicated fast... especially when every client looks different on paper.

One shift that’s helping the advisors we work with: stop starting with products, and start with solutions:

“Fix the weak bond sleeve”
“Fund the best decade without risking the last one”
“Turn ‘extra’ money into a simple legacy plan”
“Protect late‑career gains and lock in future income”

From there, it becomes much easier to match the right solution to the right client, and to explain it in plain language.

If this resonates, follow us for more practical ways to simplify retirement conversations. Which solution do your clients need most right now?

Had a little fun this morning for National Donut Day! 🍩We're not saying donuts improve productivity... but we're not say...
06/05/2026

Had a little fun this morning for National Donut Day! 🍩

We're not saying donuts improve productivity... but we're not saying they don't!! Hope everyone found an excuse to enjoy their favorite flavor today.

Happy from everyone at E4IS!

The best relationships aren't built in conference rooms... they're built through shared experiences!Over the last two we...
06/03/2026

The best relationships aren't built in conference rooms... they're built through shared experiences!

Over the last two weeks, we've traded desks for docks and spent some great time on the water with advisors and friends of E4. 🎣🛶

Relationships may start in the office, but true friendships and lasting connections are built outside of it!

Sure, we caught some fish, but the real wins were sharing stories and making memories with the people we work alongside every day.

Came for the fishing and left with even stronger connections!!

Yesterday was day one at the LIBRA Insurance Partners Underwriting Symposium! Members of our team, Lucie Gruby & Timothy...
06/02/2026

Yesterday was day one at the LIBRA Insurance Partners Underwriting Symposium! Members of our team, Lucie Gruby & Timothy Rieder, are spending this week connecting with principals, chief underwriters, and carrier partners, digging into real-world underwriting challenges and emerging trends.

Excited to see the ideas they bring back to the team to better support our advisors and partners.

More moments from NAIFA’s Congressional Conference and Day on the Hill in Washington, D.C. 👏 We’re proud to stand alongs...
05/19/2026

More moments from NAIFA’s Congressional Conference and Day on the Hill in Washington, D.C. 👏

We’re proud to stand alongside industry leaders and advocates who are working to protect the future of financial security for families, businesses, and communities across the country. These conversations on Capitol Hill matter!

What a fun time at the LIBRA Insurance Partners Operations Forum!Three days of good conversations, new ideas, and connec...
04/27/2026

What a fun time at the LIBRA Insurance Partners Operations Forum!

Three days of good conversations, new ideas, and connecting with great people in the industry. Our team came back with a lot of energy and fresh takeaways. Even got to spend some time on the Vikings practice field!

Looking forward to the next one... this one was definitely a touchdown. 🏈

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2280 45th Street S Suite C
Fargo, ND
58104

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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