Eschels Financial Group Social Security And Life Insurance
| Maximizing social security benefits, single-parent finances, IUL refresher course and more |
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| Eschels Financial Group |
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| Cyndi Stern |
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| Social Security Max |
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 Planning how and when to take Social Security benefits can be a daunting and complex task for married couples. Choosing the best strategy depends on a number of factors to consider. Read more.
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| Leveraging Underutilized Assets with Life Insurance |
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 Repositioning assets like qualified plans or IRAs through the purchase of life insurance can be a very effective way to create liquidity and maximize legacy plans. Read more.
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| Single-Parent Finances: A Financial Checklist for Moms & Dads
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 Twenty-seven percent of children under age 18 live in a single-parent household in the U.S., according to 2016 statistics from the Census Bureau. Of these households, 80 percent are headed by single mothers and 20 percent are headed by single fathers. Given the rising number of children being raised by single parents, it’s more important than ever to discuss single-parent finances. Learn more.
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| It’s Always a Good Time for an IUL Refresher Course |
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 Even simple IULs like have a lot of moving parts. Mutual of Omaha’s Understanding the Mechanics of IUL presentation is a good refresher on the fundamentals of an IUL. Read more.
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| Three Steps to Ensure Business Owners are Prepared for Future Transitions |
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 A retirement buy-sell arrangement, funded by permanent life insurance, can help business co-owners make sure that they, their families and their businesses are set for the future. Concept guide. Case study.
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| Does Money Buy Happiness? |
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 Dr. Benjamin Cummings, American College of Financial Services, discusses the psychology behind establishing financial goals, making decisions and the role our emotions play in setting and reaching our desired outcomes. Podcast (22 minutes).
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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.
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