| Sharable video about helping businesses keep and attract top talent, transitioning a book of business and offering multiple benefits in one solution |
|
|
|
| Eschels Financial Group |
|
| Cyndi Stern |
|
 |
|
|
|
|
|
|
| Video and More: Help Businesses Attract and Keep Top Talent |
|
 Show employers how key employee benefits can help them recruit, reward, retain and retire their top talent. These benefits can help employees make up for benefits lost due to government restrictions placed on qualified retirement plans. The result? More engaged and loyal employees — and a great recruiting tool, too. Consumer brochure. Concepts guide. Tax Diversification flyer. Sharable consumer video. |
|
|
|
| Will Your Retirement Plan Be Ready When You’re Ready for Retirement? |
 There are many factors that can suddenly and adversely impact your retirement funds, including market downturns, unexpected expenses, even questions over the reliability of social security. Having back-up plans in place with potential supplemental sources of income is essential. Read more. |
|
|
| Not Your Average Hybrid |
 Standalone LTC insurance policies might not be appropriate for everyone anymore, but “solutions exist in the form of hybrid products,” writes Tim Heslin, Chief Product and Underwriting Officer, AIG Life Insurance. LTC and CI riders, when combined with Life Insurance, can provide viable “hybrid” alternatives. Learn more. |
|
|
| State Estate Tax Planning |
 For clients living in the states that levy separate, state-level estate and/or inheritance taxes, estate tax planning continues to be very important. Life insurance owned by an irrevocable life insurance trust (ILIT) is often the ideal funding mechanism to pay state estate taxes because it creates a tax-free source of liquidity via the death benefit when it’s needed most. Estate Planning Client Guide. FAQs: State Estate Taxes. |
|
|
| Loan Split Dollar – Multiple Benefits in One Solution |
 Principal Loan Split Dollar is a solution that can help your business clients recruit, reward, retain and retire select key employees. It offers survivor benefits and low, out-of-pocket costs for the key employees while providing cost recovery options for the employer. Read more. |
|
|
| Video: Transitioning a Book of Business with Doug Bailey |
 Doug Bailey shares his experience on transitioning a book of insurance business, working with renowned Columbus Life producer Ray Marks to serve his clients into the next generation. Watch now. |
|
|
|
|
Eschels Financial Group
Cyndi Stern |
|
|
|
|
|
|
|
|
|
|
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:
555 South Old Woodward Ave Suite 612 Birmingham, MI 48009
To prevent mailbox filters from deleting or hiding these messages and offers, please add cyndi@eschelsfinancial.net to your address book. |
|
|
|
|
