It wasn’t so long ago that the average interest rate for a 30 year mortgage was upwards of 10%. Today we find ourselves in a historically low interest rate environment, and now is the time to leverage these low interest rates to help maximize your affluent client’s planning goals. Watch this quick informational video on low interest rate environments.
New Prospecting for Social Media and More
New Prospecting for Social Media and More Check out these brand new turnkey consumer prospecting pieces for A&H; full of great thumbnail images, tweets, interesting info-snacks, and even blog content! Learn more.
Are you local to the Southeastern Michigan area?
Welcome to February! Have you maintained those New Year, New Business Resolutions to expand your conversations with clients? We all act in the Best Interest of clients, but if we aren’t asking “what have you done to take care of your family/business/ future income (money not yet earned)?” in those conversations, are we really acting in their Best Interest?
Eschels Financial Group has 2 up coming Life Insurance Workshops in our office in February. * Protective Life Insurance on Wednesday Feb 15th at 12 Noon-1pm *John Hancock Life Insurance on Thursday Feb 23rd at 12 Noon- 1pm
Please call our office at 248-644-1144 to reserve your seat and we look forward to seeing you then!
Help Keep Harmony in the Family
If you have clients who own a family-run business, have you asked them to think about what would happen if they passed away? Would the way the business is transitioned cause tension among their adult children? This sales idea can help a business owner plan ahead. Learn more.
Help A Child Fulfill Their Education Dreams
The non-profit organization, Life Happens, sponsors the Life Lessons Scholarship Program. The goal of this program is to help a student who is struggling financially due to the loss of a parent pay for college. If you have a client that would be interested in applying for the scholarship, they can submit their entry between February 1, 2017 and March 1, 2017.
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