| New insights on business owners, sales tools to help you boost your business, wealth transfer strategy and more. |
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| Eschels Financial Group |
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| Cyndi Stern |
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| New Insights on Business Owners |
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 Looking for conversation starters? Check out the pulse of today’s business owners in a new market study. It captures the thoughts of 1,020 business owners and how they’re prioritizing the financial conversation for their business, their employees and their lifestyle. For example, did you know just 46% of business owners have business protection? It’s a No. 1 priority since 2010, yet just under half have solutions in place. Read the report. Business owner research microsite. |
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| Sales Tools to Help You Boost Your Business |
 Allianz’s new life insurance microsite is a one-stop shop to find their most popular life insurance marketing resources. And as an added bonus, no agent login is required! Take a look today and go to www.allianzlife.com/lifesalestools to check out all the materials. |
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| Recent Research Indicates Consumers are Not Well-Prepared to Meet Their Financial Goals |
https://ida.dmplocal.com/dsc/collateral/goals.png Research conducted on behalf of Prudential Financial, Inc. reveals low financial literacy scores for the average American. This could be improved with financial literacy programs and professional financial advice; however, nearly two-thirds of Americans don’t have a financial advisor. See infographic. |
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| Intra-Family Loans: A Wealth Transfer Strategy |
.png) In our current low interest rate environment, an Intra-Family Loan can help affluent clients achieve their retirement goals and efficiently transfer wealth to the next generation. See the strategy in action. |
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| Economic Review & Outlook: Jobs slowdown? Not Today |
Employers hired at a brisk pace again for April while the unemployment rate fell to the lowest level since 1969. Read more.
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Eschels Financial Group
Cyndi Stern |
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