| Older Americans and impact of taxes, business analysis, weekly economic outlook and more |
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| Eschels Financial Group |
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| Cyndi Stern |
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| Older Americans Lack Knowledge About the Impact of Taxes in Retirement |
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 Our tax and retirement income consumer survey sheds light on the trends, insights and challenges that clients face when planning for tax-efficient retirement income. Share these findings with your clients to help them make informed decisions on tax-efficient portfolio construction and withdrawal sequencing during retirement. Download Survey Resource to use with clients. |
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| Business Analyzer Calculator |
 Business owners and executives have several non-qualified plan options when it comes to funding their retirement and addressing estate planning and buy/sell objectives. With the Business Analyzer tool, you can help your business-owner clients determine which option may be best by answering questions based on their individual planning objectives. Learn more. |
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| New Underwriting Dialogue: Metabolically Healthy Obesity |
 Read this new Underwriting Dialogue Newsletter from Legal & General America focused on Metabolically Healthy Obesity to learn more about this health situation and how it affects client underwriting. |
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| Financial Wellness Assessment |
 This financial wellness assessment from Prudential is the perfect way for your clients to learn where they stand in their financial journey towards a stable, secure financial life. Get started. |
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| Weekly Economic Review and Outlook: Inflation Lower for Now |
 For a second consecutive month in December, falling energy prices helped to slow overall consumer inflation. It is likely, however, that the downward trend for overall inflation could end soon as crude oil prices are already up from their lows. Read more. |
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Eschels Financial Group
Cyndi Stern |
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