| The financial impact of giving or receiving care, mirrored loan strategy, reaching new clients and key features to look for in IULs |
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| Eschels Financial Group |
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| Cyndi Stern |
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| There’s No Better Time to Offer Accumulation IUL |
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 Learn why, in light of industry-wide changeover to the 2017 CSO, now’s the time to offer a competitive Accumulation IUL product to your clients looking for long-term growth potential. |
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| Does Your Client Need INCOME, GUARANTEES, or BOTH? |
 What additional benefits do your clients need most from life insurance? More potential annual income or more guarantees? What if they could have both? Check out the consumer flyer offering a blend of GUL and IUL policies! |
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| Help Clients Protect their Businesses |
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 Start the conversation with business owner clients using these great tools:
- Quick reference guide outlining the three most common buy-sell options.
- Infographic demonstrating the importance of funding the buy-sell agreement.
- Article discussing the 6 steps of business succession planning.
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| Creating a Lifetime Legacy with Leveraged Gifting |
 Long-term care cost estimates are higher than ever, as you’ll see in our newly updated Cost of Care Calculator. Prices continue to rise in every US state, for every level of care. Our calculator can be a valuable sales tool to help producers educate their clients on the cost of services. By helping clients make good decisions based on their unique situation, we can help keep them in their own homes with a lifestyle their families are used to. |
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| Key Features to Look for When Considering IUL |
 For clients who are concerned about estate tax issues, gifting provides an effective strategy to reduce the sizes of their estates, leaving more for loved ones. These clients may benefit from a leveraged gifting strategy that includes creating a lifetime legacy using annual gifting exclusions.
Use this brochure in your discussion with clients |
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Eschels Financial Group
Cyndi Stern |
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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:
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To prevent mailbox filters from deleting or hiding these messages and offers, please add cyndi@eschelsfinancial.net to your address book. |
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