| Mid-term election preview, 2 new consumer-approved videos on the benefits of life insurance, turn-key marketing plan for November and more |
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| Eschels Financial Group |
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| Cyndi Stern |
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| Mid-Term Election Preview Podcast |
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 As the November 6 election nears, Tom Crawford, Senior Managing Director of Strategic Communications Segment, FTI Consulting, discusses how the results can have a long-term effect on the financial markets, taxes and planning we do for our clients. Learn how you can plan ahead and be prepared. Listen now. |
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| Video: Giving Permanent Life Insurance the Credit it Deserves |
 Protection is just the foundation of a life insurance policy. Learn about the many other benefits permanent life insurance can offer. Help to educate your clients about the benefits of permanent life insurance. Client-approved video. |
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| New Prospecting Playbook |
 It’s a gold rush and AIG has the shovels! Their all-new prospecting playbook is a wealth of materials designed to help you mine your inforce book of business for hidden gems. It’s also a go-to resource for helping dig up precious new leads. Learn more. |
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| Video: Leverage LTC Awareness Month to Close Sales |
 Most of the pressing changes to wealth management portfolios in 2018 have been a result of the Tax Cuts and Jobs Act of 2017 (TCJA). One outcome of the legislation is that life insurance may be an even more appealing option as you assess your clients’ portfolios mid-year. Jill Perlin, Vice President, Advanced Planning and Sales Training at Prudential, recently wrote an article on life insurance opportunities following the passage of the TJCA. Read more. |
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| Talk to CPAs About Tax Reform and Qualified Business Income |
 The Tax Cuts and Jobs Act (TCJA) made several changes to the tax code effective for 2018. In addition to lowering some business tax rates, a new 20% qualified business income (QBI) deduction may be available to pass through entity clients with joint total taxable income of $315,000 or less ($157,500 or less if single). How can we help? A qualified retirement plan! Contributions to a qualified plan are still TOP LINE DEDUCTIONS. What does that mean? It means employer contributions to a qualified retirement plan may help lower a client’s income enough to take up to an additional 20% deduction on their taxes. Talk to your CPA contacts today about the way a new qualified plan can help their clients utilize the new QBI deduction for 2018. For more information on QBIs, click here. |
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| Leverage LTC Awareness Month to Close Sales |
 November is Long-Term Care (LTC) Awareness Month. This is the perfect time to help your clients learn more about the importance of LTC coverage and find affordable solutions to their long-term care needs. To help you make the most out of this opportunity, use our 2018 LTC Awareness Month marketing plan. This includes useful tips and tools about the world of caregiving, the potential risks of not being financially protected and the benefits of having a long-term care strategy. View plan. |
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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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