Eschels Financial Group – Learn to Tell a Powerful IUL Story

Life insurance can help manage the risks your clients’ retirement plans face. Whether it’s traveling the world, spending time with grandchildren or just slowing their pace a bit, indexed universal life insurance can help make your clients’ plans a reality. Learn more.

Dementia is a decline in memory caused by changes in the brain, which impacts cognitive function. And longevity is one of the biggest risk factors for Alzheimer’s disease, so it should come as no surprise that an aging population will increase the prevalence of Alzheimer’s. Help clients understand the risks that dementia and Alzheimer’s disease may pose to their financial preparation for retirement and start protecting clients’ wealth from long-term care expenses. Advisor Seminar. Infographic. Educational Brochure.

Today’s article continues our discussion on the impact of the recent tax bill. In a previous blog we explained how the home mortgage interest deduction, always considered untouchable, became more limited under the tax bill. Today, we’ll check in on another untouchable deduction, the charitable deduction, to see how it fared. Read more.

Small businesses represent a big opportunity for advisors and being able to understand their mindset may provide you with a decisive advantage when customizing solutions for their needs. Lincoln’s advisor and client materials identify six key attributes that influence the decision- making of small-business owners. These include: flexibility, price, functionality, setup effort, advice, and relationship. Understand these in greater detail: Advisor Presentation, Conversation Starters Flier, Consumer Brochure.