Help Clients Plan for Volatility, So it Impacts Them Less
Low yields have led income-starved investors to look beyond traditional fixed-income investments like bonds to help meet their income needs. Often the result exposes client portfolios to additional risk.Along with low interest rates, volatility during the last 10 years has created a need to reexamine the safe withdrawal rate for a portfolio to last a lifetime. Leading economists have suggested a 3% withdrawal rate may be the new normal versus the historical 4%. Start protecting clients’ wealth from market volatility. Download these advisor and client resources. Client White Paper. Client Brochure. Conversation Guide. Presentation.
Help Your Clients Plan for Health Care Risks in Retirement
Over the years, your clients have likely spent time planning for their future. Have your clients considered what would happen to their plans should they become chronically ill? Costs of care, treatments and medication are expensive. Medicare and Medicare supplement insurance typically don’t pay for all of the care because many times people choose custodial care provided by non medical individuals. Here’s a solution your clients may want to consider.
New Tool Makes it Easy to Explain IUL for Income
Our new Nationwide IUL Accumulator Quick Estimator lets you prepare a quick estimate of the premium needed to reach a target income goal. It’s online with a 3-page print-out you can share with clients. Click here to try it today.
Too Much ‘G’ in Your GUL? Look to IUL
GUL and IUL are built on the same chassis. So why do you sell GUL? Because it’s guaranteed, it’s permanent and it’s easy. Let us help you make the IUL sale as easy as GUL. Learn the story that will uncover valuable new paths to IUL sales!
More Growth May be Possible in this Market. Show Your Clients Why.
Current economic indicators suggest that we’re in the late expansion phase of the business cycle – and that it isn’t over yet. View this 35 second client-approved video to help your clients feel confident about our current market environment.
The Advanced Sales Journal
Brought to you by the Advanced Consulting Group of Nationwide, the Advanced Sales Journal will help you stay current on industry trends, tax rules and regulations, and planning techniques. Click here to read the current issue for insight on potential problems for BOLI/COLI life insurance, charitable planning opportunities under the new tax law, and 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.
Low yields have led income-starved investors to look beyond traditional fixed-income investments like bonds to help meet their income needs. Often the result exposes client portfolios to additional risk.
Over the years, your clients have likely spent time planning for their future. Have your clients considered what would happen to their plans should they become chronically ill? Costs of care, treatments and medication are expensive. Medicare and Medicare supplement insurance typically don’t pay for all of the care because many times people choose custodial care provided by non medical individuals. 
Our new Nationwide IUL Accumulator Quick Estimator lets you prepare a quick estimate of the premium needed to reach a target income goal. It’s online with a 3-page print-out you can share with clients. 
GUL and IUL are built on the same chassis. So why do you sell GUL? Because it’s guaranteed, it’s permanent and it’s easy. Let us help you make the IUL sale as easy as GUL. 
Brought to you by the Advanced Consulting Group of Nationwide, the Advanced Sales Journal will help you stay current on industry trends, tax rules and regulations, and planning techniques. 
