Eschels Financial Group- Is Tax Time Ever Finished?
| A video on simple tax diversification, leaving a larger legacy with a free charitable giving benefit rider, tips for foreign nationals and more |
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| Eschels Financial |
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| Cyndi Stern |
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| Video: Share Simple Tax Diversification Strategy with Clients |
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 Check out a short and simple 3 minute video explanation on the importance of tax diversification. It addresses the importance of having assets in the “tax later”, “tax now” and “tax never” categories. Learn how an IUL can provide great value in the “tax never” portion of a portfolio. Share the video or customize the PDF and send to clients/prospects to expand your IUL clientele.
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| Elevate Income Potential |
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 Discover the power of tax ‘preferral.’ If your clients need to bolster their retirement income, reduce their income tax liability and protect their loved ones, then consider the power of tax ‘preferral’ from Nationwide. See how your clients can magnify the assets they have for retirement by adding this to their portfolio.
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| Uncover Assets Using “Now and Later” |
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 It’s important to understand your clients’ goals, needs, risk tolerance and how their money is allocated. A simple profiling technique can help qualify clients for an annuity sale or referral. The key is understanding when and how clients’ money will be used. It’s called “Now and Later.” Learn how to use this profiling technique to determine if an annuity could help balance your clients’ current portfolio. Learn more.
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| Are You Selling Your Life Insurance Cases Using Drop Ticket? |
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 Are you currently using paper applications for your Life Insurance sales? Have you considered trying the on-line “Drop Ticket” applications that almost EVERY carrier now has? Why bother? Well, your cases get processed more quickly as they as in good order, your client has their policy in force sooner and you receive your commissions faster from the carrier and……..
Eschels Financial Group, from now until August 1, 2017, will pay YOU 5% more commission above on your Life Insurance sales when you use the Drop Ticket method.
Call us at 248-644-1144 and we will walk you through every step of the way.
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| Leave a Larger Legacy with Charitable Giving Benefit |
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.png) With this benefit, your generosity can live on through a donation to your favorite charity at no additional cost. Click here to see an example and learn more.
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| Foreign National Pro Tips |
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 Get top tips for “Navigating the Foreign National Marketplace” relating to issues like qualifying statuses, U.S. ties, financial approvals and much more. Learn more.
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Eschels Financial
Cyndi Stern |
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Securities and Insurance Products:
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