Eschels Financial Group Only 2 months To Go in 2017

Sales ideas for year-end, more intelligent underwriting, new product video and more in this week’s newsletter

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ISSUE DATE:
October 18, 2017 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
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Only 2+ Months to Go
 

The year is quickly closing out – will you reach your targets? If not, here are some great product-agnostic sales ideas to help you, and your partners, generate new clients. Sales idea flyers

 
 
Now Available: Faster Time to Underwriting Decisions with Intelligent Underwriting

Nationwide’s new Intelligent Underwriting application process provides a faster, more efficient underwriting experience for both you and your clients. Learn how to help your clients with our step-by-step Intelligent Underwriting Process Guide

 
Budget Killers

If prospective clients think they’re maxed out now; imagine what paying for college tuition and saving for retirement will do to their budget… Maybe you should suggest they pay $6,000/yr, so that they can take out $80,000 for college & still get $600,000 for retirement. This new IUL-based sales concept explains how life insurance can do just that. Learn more

 
Help Your Clients Attract and Retain Top Talent – A SERP Can Help

Attracting and retaining top executive talent can be challenging for businesses of any size and in any industry. This is especially true if the company’s retirement benefits aren’t set up to maintain the employee’s current standard of living in retirement. But a supplemental executive retirement plan (SERP), designed to help key employees increase their post-retirement income replacement ratio, is an option your clients may want to consider. View case study

 
It’s Now Easier to Insure Foreign Nationals

Global Atlantic Financial Group recognizes the immense opportunity in the Foreign National marketplace and is pleased to announce the following enhancements to its Foreign National Underwriting program, effective immediately.

 
Video: Legacy Optimizer is Really This Easy

You know that Legacy Optimizer is indexed universal life insurance that provides a guaranteed death benefit with a single premium1. But did you know that Legacy Optimizer also takes the hassle out of life insurance with a simplified application process? Watch the video to see just how easy it is.

 
 
 
Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
View Website

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