Click and go campaigns, client meeting prep tool, business analyzer and more |
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Eschels Financial Group |
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Cyndi Stern |
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Click and Go Campaigns |
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Innovative new end-to-end campaign calendars preloaded with content and available now in our “Life Insurance Sales Essentials” Campaign In a Box! Ready to deploy – no logins or contact info required. Start a campaign. |
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The Loan-Based Split Dollar Method |
Did you know that Columbus Life policies can be funded with business assets in a tax-efficient manner and provide supplemental retirement income? They can by using the split dollar method. Learn more. |
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A Life Insurance Private Reserve |
Discover how life insurance can be used to start a business, buy a vacation home or supplement retirement income at any age, using the life insurance as a private reserve concept. Learn more. |
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Client Sales Prep-Tool |
If you can provide at least two bits of info about your client – we can provide coverage options, suggested approaches and a set of sales idea recommendations. The more info you have – the more detailed the report. No login or contact info required/saved from you or your client. Create my client pitch. |
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Business Analyzer: Designed to Help You Grow Your Sales |
When it comes to planning for business owners, the options are endless. Our newly-enhanced Business Analyzer interactive tool can help you navigate the options with your business owner clients, and identify the best solution based on their needs! |
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Market Insights: Stocks Roiled by Rate Fears |
Fresh off the strongest quarter for stock market gains since 2013, domestic equity markets sold off sharply during the first two weeks of October. While it is always difficult to know exactly why the price of broad equity indexes move in the short run, it is likely that the recent sharp run-up in interest rates spooked investors about prospects for future growth and the potential end of the current bull market. Read more. |
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Eschels Financial Group
Cyndi Stern |
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Securities and Insurance Products:
Insurance Products are not insured by the FDIC or any Federal Government Agency.
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