Eschels Financial Group- Life Insurance Is About More Than Money

Special needs client guide, earn CE credits while learning about the changing retirement landscape, and more in this week’s newsletter.

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ISSUE DATE:
October 25, 2017 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
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Video: Life Insurance is About More Than Just Money
 

It’s about piece of mind that if something tragic happens, everything is going to be okay. Share this message with your current and prospective customers with this video from the Insurance Information Institute. And check out their YouTube channel for more great content. Watch video

 
 
Special Needs Client Guide

A Special Needs Trust funded with life insurance is one way your clients who love and care for an individual with special needs can make sure that person has the resources needed to lead a comfortable life. This popular guide can be ordered through the warehouse (LIFE-5158).

 
Earn CE Credits While Exploring the Changing Retirement Landscape

Four Prudential experts talk about life insurance and the unexpected ways it can help bolster clients’ retirement income. Find out more and earn CE credits.

 
Roadmaps to Social Security Success

If it seems like you have huge numbers of Boomers hitting age 62, you’re right. In fact, it’s roughly 10,000 a day. This massive generational shift also means that your clients need advice on how to navigate the new world of social security benefits. “What are My Social Security Options” and “Bridging the Social Security Gap” are handy for your clients who are getting ready to reach this milestone.

 
October 2017 Central Intelligence —Tax Reform Proposals

In the October edition of Central Intelligence, John Hancock summarized some of the tax proposals that may affect estate taxes, income taxes, and business taxes. 

 
 
 
 
Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
View Website

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