Video: Watch How You Can Easily Prepare for Successful Client Meetings
Our holiday wish for you is to make it easier to prepare the best match of clients’ needs to the right solutions. Don’t stress! We can help. Check out this video that shows how you enter age, income and a couple other data points to produce a tailored recommendation specific to each client. It combines “what” to sell based on their life stage and “how” to sell it based on their generation. Learn more.
Tax Cuts and Jobs Act of 2017
The House of Representatives and the Senate passed the Tax Cuts and Jobs Act, which will be signed into law by President Trump in the near future. This special edition of John Hancock’s Central Intelligence summarizes the key provisions of the final bill. Click here to learn more.
DI Success Tips – Common Medical Conditions
When your client has a medical condition, it does not necessarily mean they won’t be considered for Disability Income Insurance. Here are some common medical conditions that can still be covered. Read more.
Seven Life Stages that Affect Life Insurance Needs
Your clients may not realize that their insurance needs change as their life does. Encourage your clients to periodically re-examine their life insurance needs by sharing this consumer-friendly article.
Indexed UL – The Future Looks Bright
“Like many great innovations, Indexed UL has been a disruptive force in the industry that has stood the test of time” according to J.J. Bowman, AVP, John Hancock Insurance Product Management. Hear what else he has to say about the future of the Indexed UL market in this recent interview.
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.