Eschels Financial Group and The Many Uses of Indexed Universal Life

Minimizing tax risks with IUL, small business ideas, and more in this week’s newsletter.

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ISSUE DATE:
June 20, 2018 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
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Not All Employees Are Equal
 

Key employees make an important contribution to a business’s profitability and growth. It’s in a business owner’s best interest to recognize their role. We can help you become an expert on offering executive compensation solutions to your business owner clients. This BOLD executive compensation guide will help you understand executive compensation strategies in more detail.

 
 
Help Minimize Tax Risks in Retirement with an IUL

The last thing your clients are expecting is an increase in taxes during retirement. Learn how an IUL policy can provide a supplemental source of income, which can help clients avoid increases to their effective tax rate. Read more.

 
A Retirement Income “Backstop” Approach

Clients are looking for solutions to help address the risks they face in retirement  such as outliving assets, needing long-term care, protecting loved ones and more. Funding a Retirement Income “Backstop” plan with a permanent policy like Accumulation IUL, can help protect, provide and preserve assets in retirement. Learn more.

 
IUL For the Small Business

In Advisor Magazine’s May 2018 issue, Life & Retirement’s Jeff Barker suggests that IUL is the life insurance product every small business should have. Find out how IUL in executive bonus arrangements can help recruit and retain employees. Read full article.

 
Protection for Today, Income for Tomorrow

Along with death benefit protection, a permanent life insurance policy can help supplement retirement income in a tax-favored way. Use the new John Hancock Quick Concept, Supplementing Retirement Income with Life Insurance, to help illustrate this idea with your clients. Click here for more information and to see a sample presentation.

 
 
 
 
Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
View Website

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