Eschels Financial Group and Wealth Transfer
| Are you clients prepared for caregiving? Plus helping clients pass on what they’ve accumulated, funding a REBA plan for key employees, and more |
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| Eschels Financial |
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| Cyndi Stern |
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| Caregiving Can be a Part Time Job. Are Your Clients Prepared? |
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.png) As the population ages, chronic diseases like Alzheimer’s are on the rise. And more of your clients may be providing unpaid care for family members now – or in the future. Find out how caregiving could affect them and their loved ones, according to a recent Securian Financial survey. Start the conversation about long-term care (LTC) planning today! Learn more.
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| Can Life Insurance Provide a Better Risk Adjusted Return? |
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 AXA’s Specialty Markets expert, Chris Kaplan, CFA, has published a white paper on the better risk-adjusted returns that investors could potentially benefit from using life insurance within their investment portfolio. Read the whitepaper. Listen to the podcast.
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| Funding a REBA Plan for Key Employees |
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 In wake of the Tax Cuts and Jobs Act of 2017, now is the time to talk to business owners about implementing plans to help retain and reward key employees. Learn more.
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| How To Use the New AXA Life Insurance Playbook and Have Deeper Conversations |
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 Use this new Life Insurance Sales Playbook to effectively structure life insurance conversations with your clients about their needs and goals, and help them take steps to make those dreams a reality. Download playbook.
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| Weekly Economic Review and Outlook: On Target for a June Rate Hike |
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 Payroll gains were stronger than market expectations, jumping by 223,000 in May with small upward revisions to prior months as well. While the three-month average for job gains slowed to 179,000, the monthly average so far in 2018 is 207,000 — a faster pace than during all of 2017. This is remarkably rapid for an economy in the ninth year of expansion and should feed into stronger consumer activity in coming months. Read more.
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Eschels Financial
Cyndi Stern |
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Learning how to recognize and develop estate planning opportunities can increase your cleints’ satisfaction, expand existing relationships to the next generation and attract new clients. Furthermore, because your wealthiest households may have the most to gain, adding this capability becomes increasingly important to the growth of your practice. Help clients create and sustain their legacy. Download these advisor and clients legacy planning resources.
