NAIFA-WI Blog

NAIFA Announces E4 Insurance Services as the Inaugural Financial Security Champion of the Year

Written by NAIFA-Wisconsin | 8/13/24 9:10 PM

NAIFA Announces E4 Insurance Services as the Recipient of the Inaugural Financial Security Champion of the Year Award 

The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce that E4 Insurance Services, led by Managing Partners Dan Peterson, LUTCF, LLIF, FIC, Brendon DeRouin, CLU, ChFC, LACP, RICP, and Steve Bergee, LACP, is the first recipient of the prestigious Financial Security Champion award. This accolade recognizes firms that have made significant investments and commitments to NAIFA membership and its mission to empower financial professionals and consumers through world-class advocacy and education.

The award will be presented during the Apex/National Leadership Conference at the historic Arizona Biltmore from September 19-21, 2024. This conference brings together industry leaders and professionals for a dynamic series of events, workshops, and networking opportunities designed to advance the financial services industry.

E4 Insurance Services, under the visionary leadership of its Managing Partners, has demonstrated an exceptional commitment to the principles and goals of NAIFA. Through its innovative approach and dedication to professional development, E4 Insurance Services has set a new standard for excellence in the insurance and financial advisory sectors.

"Dan Peterson and E4 Insurance Services exemplify the core values of NAIFA through their unwavering commitment to fostering a community of excellence and growth within the financial services industry," said Tom Cothron, LUTCF, FSCP, President of NAIFA. "We are honored to present them with the inaugural Financial Security Champion award and look forward to celebrating their achievements at the upcoming conference."

"We are deeply honored to be the inaugural recipients of the Financial Security Champion award from NAIFA. This recognition is a testament to the hard work and dedication of the entire E4 Insurance Services team. To be acknowledged by an organization as respected as NAIFA is truly humbling," said Dan Peterson, President of E4 Insurance Services. "This recognition is a powerful reminder of the vital work we do every day. We help create financial security for our employees, advisors, clients, and their families. We look forward to continuing our partnership with NAIFA in advancing the financial well-being of our clients and communities."

The Apex/National Leadership Conference promises to be an inspiring event, bringing together a diverse array of industry experts including agents and advisors, attorneys, accountants, and company thought leaders to discuss trends in practice management and the future of the financial services industry. Attendees will have the opportunity to engage with top producers to learn cutting-edge ideas and strategies that are allowing advisors and agents to put more Americans on the path to financial security.

For more information about the conference or to register, please visit apex.naifa.org or contact the NAIFA team at info@naifa.org.