Your clients see you as a trusted partner, so help them through this tax season. View and share key information on federal income tax rates, deductions, exemptions, contribution limits, and gift and estate taxes with these 2018 tax resources. 2018 Tax Planning Guide. A look at the 2018 tax landscape. Your 1040 Tax Form Guide.
Podcast: Would Your Clients Say They Have a Purpose For Their Wealth?
Listen as Randy and Alan discuss Alan’s insurance practice, in which Alan helps families design legacy plans that are values-based and meaningful to them. This discussion includes details of how Alan works with clients and families to uncover the purpose they envision for their wealth into the future. These conversations go far beyond the multi-generational family legacy plan to bring families to a new place, together, as they plan. Listen at advancedsalesinsider.com or listen/subscribe in iTunes or Spotify.
Shocking Results May Occur
Work alongside your clients to complete the new “Personal Plan Workbook.” The results may be shocking enough to spur them into insurance changes. AIG even has helpful tips to enhance your discussion! Create a personal plan.
Insurance Planning for Women
Women represent a multifaceted segment of the financial planning marketplace yet they are often under insured or uninsured. With tomorrow’s celebration of International Women’s Day, there is no better time to consider this powerful segment of the market. View tips that can help you uncover new opportunities. Log on to JHSalesHub to access social media tips and prospecting materials.
The Cost of Waiting to Buy LTCi
Your clients have busy lives. Between family and work obligations, they have a lot going on. So even if they understand the value of long-term care insurance, purchasing a policy often isn’t a top priority. But they may not be aware there’s a cost associated with waiting. Learn more.
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 755 Birmingham, MI 48009
To prevent mailbox filters from deleting or hiding these messages and offers, please add cyndi@eschelsfinancial.net to your address book.
Your clients see you as a trusted partner, so help them through this tax season. View and share key information on federal income tax rates, deductions, exemptions, contribution limits, and gift and estate taxes with these 2018 tax resources. 
Listen as Randy and Alan discuss Alan’s insurance practice, in which Alan helps families design legacy plans that are values-based and meaningful to them. This discussion includes details of how Alan works with clients and families to uncover the purpose they envision for their wealth into the future. These conversations go far beyond the multi-generational family legacy plan to bring families to a new place, together, as they plan. Listen at
Work alongside your clients to complete the new “Personal Plan Workbook.” The results may be shocking enough to spur them into insurance changes. AIG even has helpful tips to enhance your discussion! 
Women represent a multifaceted segment of the financial planning marketplace yet they are often under insured or uninsured. With tomorrow’s celebration of International Women’s Day, there is no better time to consider this powerful segment of the market. 
Your clients have busy lives. Between family and work obligations, they have a lot going on. So even if they understand the value of long-term care insurance, purchasing a policy often isn’t a top priority. But they may not be aware there’s a cost associated with waiting. 
