Eschels Financial Group The Right Life Policy For Your Client

Managing small business risks, sharable social media content, understanding IUL and more

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ISSUE DATE:
October 3, 2018 

 

Eschels Financial Group
Cyndi Stern
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(248) 644-1144
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Video: Managing Small Business Risk with Key Person Coverage
 

When a business owner relies on one or more vital employees to drive the success of their enterprise, life insurance can protect their business from the loss of these key employees. What if you could help your owner clients protect their business from the death of a key employee and, at the same time, provide an exclusive reward that recognizes their contribution to the business? Watch this message and see how.

 
 
Sharable Social Media for Your Clients

Looking for something to share with clients on social media? Columbus Life has you covered. Share content from any of these areas with your clients to educate and intrigue. Registered representatives should use caution and clearly understand their broker-dealer's guidelines and processes before sharing or posting. Read more.

 
LTC: Discover Your Opportunity

Want to feel like a superhero? Show your clients how purchasing a long-term care insurance policy has the potential to reduce their tax bill. While it can't help them to leap tall buildings in a single bound, a traditional LTCi policy can do some amazing things. In addition to protecting what matters most — family relationships, the ability to stay at home as long as possible, and the savings they sock away for retirement — a traditional LTCi policy also gives your clients these tax-saving advantages. Read more.

 
Podcast: Updates to Section 199(A) of the Tax Cuts and Jobs Act

Listen to this new, 22-minute podcast featuring Robert Keebler, CPA/PFS, MST, AEP (Distinguished) on updates and clarification to Code Section 199(A). Read the eNotice.

 
Perm or Term? Make it Simple

What type of life insurance policy is right for your client? There are a number of different options available. Walk your clients through this key decision: permanent coverage or term coverage? Our decision tool will help match them to a type of life insurance policy that best meets their needs. View the decision tool now. 

 
The “I” in IUL

Struggling with IUL index interest crediting? Struggle no more. From beginning to end, learn how IUL index interest crediting helps your client share in upside potential with none of the down. Index interest crediting explained. 

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

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