Eschels Financial Group and Retirement Scoring

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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ISSUE DATE:
June 12, 2019 

 

Eschels Financial Group
Cyndi Stern
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(248) 644-1144
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Video: The Financial Impact of Giving or Receiving Care
 

In 2020, 117 million Americans are projected to need caregiving assistance. Help clients prepare for the possibility of either providing or needing care. Learn more.

 
 
Mirrored Loans: Help Relieve Clients’ Policy Loan Burdens

Policy loans, combined with higher mortality costs, and high loan interest charges have subjected the policy to a potential unintended lapse––this strategy could help. Learn more. 

 
How Retirement Scoring Can Help Reach New Clients

The Alliance for Lifetime Income’s new RISE Score™ helps assess how well clients are prepared for retirement, and can help you share options to increase their retirement income readiness. Read more.

 
Updated Cost of Care Calculator

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.

 
Key Features to Look for When Considering IUL

Indexed universal life insurance is growing in popularity-and complexity. To help make sense of it all, Nationwide has compiled a list of what to look for when considering an IUL. Share this guide with prospective clients.

 
Five Ways Nationwide Has Made Their Underwriting Second to None

At Nationwide, we’ve always taken pride in our underwriting process, but we weren’t satisfied. Rather than make marginal improvements, we like to think we’ve taken it to a new level. Read more

 
 
 
Eschels Financial Group
Cyndi Stern
No Image Selected
(248) 644-1144
Email Me
View Website

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