| Top trends in tax proposals, how much do you really know about IUL, policy review materials and more |
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| Eschels Financial Group |
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| Cyndi Stern |
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| Top Trends in Tax Proposals and Why It Matters |
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.png) In just 2 short years, the tax proposal conversation has changed from tax cuts to a new wave of tax increases. Learn about the conversations you should be having with your clients. Read more. |
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| IUL – How Much Do You Really Know |
 Index Universal Life Insurance (IUL) is a popular product with a diverse selection of carriers and options to choose from, but there are some key considerations we should all review before selling or buying it. Read more. |
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| Optimizing Legacy Assets with Life Insurance |
 See how you can “Show Your Clients the Money” by leveraging under-utilized assets with life insurance in credit shelter trusts. These trusts preserve a spouse’s unused lifetime exemption and are commonly used in estate planning to minimize exposure to estate taxes when wealth is transferred to future generations. |
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| Policy Review |
 Did you see Pacific Life’s Policy Review materials? Check out our marketing toolkit for everything you need to get started including infographics and customizable emails. Get started now. |
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| Economic Review & Outlook: The Economy’s Demise Was Greatly Exaggerated |
 The economy expanded at an annualized pace of 3.2 percent in the first quarter, much faster than thought only a month ago. Read more. |
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Eschels Financial Group
Cyndi Stern |
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