Medicare Can Be Complex. Our Guide Puts It in Plain Language.
Paying for health insurance continues to be uncertain and even scary in retirement. Do your clients have that ‘safe’ money in CDs or bank account not intended for specific purposes? Those monies can be turned into guaranteed checks or extra income that a client cannot outlive, which in turn can be used to pay Medicare premiums.
Uncertainties can be the premise of Medicare and it doesn’t cover everything, our guide also spells out other options that can be used to help pay for healthcare expenses in retirement. Download the Guide Now
DOL Do’s & Don’ts
Check out our suggested best practices for producers when selling life insurance in a post-DOL Fiduciary Rule environment. It’s also a great reference tool to keep on-hand after completing our DOL training course! DOL Check-list
Closing the Retirement Income Gender Gap
Prudential’s newest report provides insights that can help employers improve the retirement security of all their employees, while also achieving better business outcomes. Access the Full Report
Help Women Maintain Their Independence with LTC Planning
Older parents and grandparents can help satisfy an important planning need for their children and grandchildren, while leaving a lasting legacy. Look in your book for clients who may be gifting annually to their children or have contributed to a 529 for a grandchild. Here’s an example of how annual gifting can help fund LTC protection for the next generation and beyond.
Safely Grow Retirement Savings in a Rising Rate Environment
Interest rates may be on the upswing, but that’s not necessarily good news for your retirement savings. Those bonds you might call your “safe assets” are actually losing value as interest rates move up. Learn more.
Tremendous Opportunities in the Multicultural Market
Our new report gives strategies, ideas, and insights that can help you tap into the increasingly diverse multicultural market and position your business for long-term growth. Read More
And when you sell Life Insurance, do you use Drop Ticket?
Eschels Financial Group, from now until October 1, 2017, will pay YOU 5% more commission on your Life Insurance sale when you use the Drop Ticket method. Call us at 248-644-1144. We will walk you through every step of the way.
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Paying for health insurance continues to be uncertain and even scary in retirement. Do your clients have that ‘safe’ money in CDs or bank account not intended for specific purposes? Those monies can be turned into guaranteed checks or extra income that a client cannot outlive, which in turn can be used to pay Medicare premiums.
Check out our suggested best practices for producers when selling life insurance in a post-DOL Fiduciary Rule environment. It’s also a great reference tool to keep on-hand after completing our DOL training course! .jpg)
Prudential’s newest report provides insights that can help employers improve the retirement security of all their employees, while also achieving better business outcomes. 
Older parents and grandparents can help satisfy an important planning need for their children and grandchildren, while leaving a lasting legacy. Look in your book for clients who may be gifting annually to their children or have contributed to a 529 for a grandchild. 
Interest rates may be on the upswing, but that’s not necessarily good news for your retirement savings. Those bonds you might call your “safe assets” are actually losing value as interest rates move up. 
Our new report gives strategies, ideas, and insights that can help you tap into the increasingly diverse multicultural market and position your business for long-term growth.
