| 10 things to consider with divorce and annuities, LTC cost of care, and client digital tool for living benefits of life insurance |
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| Eschels Financial Group |
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| Cyndi Stern |
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| 10 Things to Consider When It Comes to Divorce & Annuities |
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 Dividing an annuity — or having to forfeit one — during a divorce can have a long-term financial impact, especially if the annuity was originally purchased as an integral part of a retirement plan. If you’re going through a divorce, your accrued joint assets may include an annuity and that annuity may be subject to division of property, here are 10 important items you may want to consider while figuring out the terms of division. |
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| LTC Cost of Care Tools Updated with 2018 Numbers |
 As you’ll see in our newly updated Cost of Care Study, prices continue to rise in every US state, for every level of care. With these statistics, the evidence is clear: long-term care insurance is essential to protect the financial future of your clients and their families. Not to mention, it keeps them happy, in their home, and surrounded by those they love. View Cost of Care study. |
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| Life Insurance Planning Mistakes: The “Unholy Trinity” |
 The business life insurance titling mistake known as the “unholy trinity” or “goodman triangle” carries a significant risk of negative tax consequences when there are three parties to a life insurance policy. Read more. |
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| Client Digital Tool on Living Benefits of Life Insurance |
 Many people think of life insurance only in terms of protecting loved ones. However, the right plan can also provide potential living benefits that can help you do more during your lifetime — and sets the course for a more comfortable retirement. After all, it’s called “life” insurance for a reason. Learn more. |
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| Balance is Not a Women’s Issue, It’s a Business Issue |
 “Balance for Better” was the theme of this year’s International Women’s Day, which was celebrated on March 8th and kicked off a year that will emphasize how gender balance is essential for businesses and communities to thrive. Build on this focus by taking advantage of this women-focused tool kit — a compilation of materials specifically designed to help you connect with your female clients and ensure your practice is addressing their specific planning needs and growing in this key market. |
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Eschels Financial Group
Cyndi Stern |
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