E4 Insurance Services
Wealth managers and financial professionals choose E4 Insurance Services as an independent insurance consulting firm as their lead risk management partner because of our responsiveness, expertise, and objective approach. What this means to you is that we help enhance your client experience without diverting your core focus. We work with you in how 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. Our relationship with you starts with a deep understanding of your business and planning philosophies. We learn how you work with clients so that 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 offer more comprehensive value without being distracted. Our services are designed with the highest level of respect for your role. We communicate 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. The real benefit is the knowledge, accessibility, and confidence you gain in serving your clients’ risk management and insurance needs completely and efficiently. Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir, Ste. 800, Littleton CO 80120,(303) 797-9080.
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Verified contacts
39
available on Kipplo
LinkedIn employees
42
11 to 50 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
1
tools in use
Monthly traffic
54
organic / mo
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Decision-makers and verified team members
39 contacts with verified email or phone · masked until revealed.
- BA
Bill Anderson
Wealth Strategist · Finance & Accounting
EmailPhone - DT
Doug Twiddy
Director of Annuities · Finance & Accounting
EmailPhone - JV
Jeremy Vidmar
Regional Vice President at E4 Insurance Services · General Business & Management
EmailPhone - JM
Josh Meester
Regional Vice President · General Business & Management
EmailPhone - RC
Rod Crandall
Regional Vice President · General Business & Management
EmailPhone - SV
Shane van Patten
Regional Vice President at E4 Insurance Services · General Business & Management
EmailPhone - SF
Shayne Fickling
Regional Vice President · General Business & Management
EmailPhone - TR
Timothy Rieder
New Business Case Manager · General Business & Management
EmailPhone - TS
Tracy Spaeth
Contracting Specialist · Purchasing
EmailPhone
Showing 9 of 39 verified contacts
Top roles at E4 Insurance Services
25 distinct titles indexed · top 10 shown.
- 8regional vice president
- 2regional vice president at e4 insurance services
- 1annuity case design specialist
- 1apprenticeship trainee
- 1assistant vice president, ltc
- 1case designer
- 1chief executive officer and managing partner
- 1chief strategic initiative officer
- 1contracting specialist
- 1director of annuities
- +15more titles
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