| Prospecting small and medium-size businesses, grab and go marketing emails, charitable planning with life insurance and more. |
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| Eschels Financial Group |
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| Cyndi Stern |
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| Video: Prospecting Small and Medium Business Clients |
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 Selling insurance to business owners requires a unique approach. Learn how Jeff Frankhouser uses LinkedIn to get in the door of small businesses. Learn how. |
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| Charitable Planning with Life Insurance |
 Combining charitable planning solutions with life insurance allows individuals to support causes that are important to them, while also leaving a lasting legacy. See John Hancock’s recently updated, client-approved Charitable Planning Client Guide for a comprehensive overview on charitable planning, as well as this new underwriting flyer, which gives you insights into what their underwriters look for on these applications, along with some case studies. |
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| Six New ‘Grab-n-Go’ Emails |
 Check out the 6 new “Emails to Financial Professionals” that promote IUL and non-medical underwriting in the “IUL Basics” Campaign in a Box. They are HTML coded with graphics and images ready to go – just cut and paste! IUL Producer Prospecting. |
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| Advanced Markets: IUL and Estate Equalization with Options |
 Many of your business owner clients want to pass their business along to family members one day. Usually, though, they have some family that wants to take over the business and some that does not. So using a life insurance policy to provide for those not inheriting the business, under the concept of estate equalization, makes a lot of sense. Read more. |
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| Skip the Legal-speak when Explaining Term Life |
 Life insurance is about protecting the people or businesses who financially depend on your clients. This booklet can help explain (in consumer-friendly language) why term insurance may be a good option. |
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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.
May lose value. Not a deposit of or guaranteed by any Bank or Bank Affiliate.We respect your privacy and do not wish to disturb you. You can unsubscribe to these emails online, or by sending a written request via U.S. Postal Service to:
555 South Old Woodward Ave Suite 612 Birmingham, MI 48009
To prevent mailbox filters from deleting or hiding these messages and offers, please add cyndi@eschelsfinancial.net to your address book. |
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