Eschels Financial Group How Comfortable Are You With IULs

2 new videos, including a field leader talking about IUL, and a personal story about the need for critical illness protection, and more

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ISSUE DATE:
August 22, 2018 

 

Eschels Financial Group
Cyndi Stern
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(248) 644-1144
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Video: Indexed Universal Life Essentials with Field Leader
 

Indexed universal life is one of the fastest-growing insurance products. In this video, Merle Gilley helps you understand and convey the tax-free benefits of IUL to your clients. 

 
 
Help Clients Prepare with These LTC Planning Resources

Did you know? 1 in 2 individuals turning age 65 today will need a long-term care solution during their lifetime. How can you help clients prepare? Access these LTC planning resources.

 
Watch Ashli’s Critical Illness Story

Ashli Brehm is your all-American mom. Quick to smile, her eyes sparkle when she talks about her three boys, Barrett, Jonah and Harrison. Young, healthy and active, she and Adam (her husband) passed on Critical Illness insurance when annual enrollment came up through his employer. And then she got the diagnosis. Breast cancer. If it can happen to Ashli, it can happen to anyone. That's why it's important to talk to every client about critical illness coverage. Watch video. 

 
Podcast: Part 2 of Insurance and Planning for Blended Families

Blended families can have different needs when it comes to financial planning and life insurance. In two special podcast episodes, Randy Zipse has an in depth discussion of ways to approach planning for blended families with his guest, Emily Bouchard. Emily’s wealth of experience in working with blended families may add to your understanding of ways to approach planning for unique families. A leading expert in field of blended family dynamics for fifteen years, Emily has been interviewed for The Today Show, CNN, WSJ, Bloomberg Businessweek and the New York Times. Emily also co-authored Estate Planning for the Blended Family with L. Paul Hood. Listen to part 1 of this conversation at advancedsalesinsider.com or in iTunes or Spotify.

 
Monthly Economic Review and Outlook: Solid Economy, but Trade Clouds Darken

Business activity surveys are still strong, while the job market continues to be solid. Trade wars and tariffs are the chief near-term risks to the outlook. Read more.

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

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