As 2017 comes to an end, there may be some last-minute planning options that your clients will want to take advantage of. This client friendly flyer is filled with useful information and planning strategies to help your clients with year end planning.
Can You “Insure” Your Social Security Income?
When it comes to talking retirement, your clients are most likely concerned with the income they will have when no longer working: their pension checks, income from annuities, and Social Security. Are they concerned what happens to these sources of income when a spouse dies? Are they reliant upon all sources of income equally? If so, how can they insure they won’t “lose” their spouse’s Social Security income when death occurs?
Life Insurance can replace those lost dollars. Securing a Life Insurance Face Amount for a projected future value of a spouse’s annual Social Security income relieves financial stress at the loss of that loved one and secures the household income won’t have to change when the deceased’s Social Security checks stop.
Understanding how IUL Policy Loans Work
When should clients use withdrawals vs policy loans? Learn about the advantages of IUL policy loans versus withdrawals as w ell as the many benefits and differences of participating, preferred and standard loans.Watch the on demand training and reference the scripted presentation.
Video: Client Stories Show that What You Do Matters
Steve’s job was rigorous and stressful, so he was glad to retire at 55. But could his retirement savings sustain him and his wife for the rest of their lives? Hear what they learned by working with their financial professional.
Planning During Uncertain Times
The recent GOP tax bill called for a repeal of the estate tax, leaving many wondering if the estate tax is here to stay. Our Planning During Uncertain Times flyer highlights the importance of estate planning and the role that life insurance plays in the estate planning marketplace.
Video: Offering a Powerful Solution for Clients with Diabetes
Some things in life just make sense together. Like mornings and coffee or shoes and socks. Now you can add diabetes and John Hancock life insurance with Vitality to the list. Watch video.
Securities and Insurance Products: Insurance Products are not insured by the FDIC or any Federal Government Agency. May lose value. Not a deposit of or guaranteed by any Bank or Bank Affiliate.
We respect your privacy and do not wish to disturb you. You can unsubscribe to these emails online, or by sending a written request via U.S. Postal Service to: 555 South Old Woodward Ave Suite 755 Birmingham, MI 48009
To prevent mailbox filters from deleting or hiding these messages and offers, please add cyndi@eschelsfinancial.net to your address book.
As 2017 comes to an end, there may be some last-minute planning options that your clients will want to take advantage of. This 
The recent GOP tax bill called for a repeal of the estate tax, leaving many wondering if the estate tax is here to stay. Our 
