A New Sales Concept, Exec Bonus, Key Person and more Advanced Markets Support!
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October 16, 2019
Eschels Financial Group
Cyndi Stern
Protect to 100: Protection for Today and Tomorrow
Show clients how Term life insurance can protect against financial risks now, and Permanent life insurance can help alleviate risks in the future – all while staying within their budget.
Check out AIG’s new flyer here!
Updated Benefit Better Site with New Interactive Calculator
Check out our John Hancock’s Benefit Better site which now includes an interactive calculator to help illustrate how an Executive Bonus plan might work.  Take a look!
10 Tips For Tax-Efficient Planning
As you help clients plan for retirement, considering tax and distribution flexibility may help them avoid higher tax brackets and reduce unintended taxes on income sources like Social Security. Tax efficiency can be complicated, and it may be necessary to work with a tax expert. In the meantime, here are a few helpful tips, from Nationwide’s Retirement Institute for potentially generating tax-efficient retirement income.
What is a Key Person Plan?
In today’s competitive world, attracting/retaining key employees can be critical to the success of an enterprise. Therefore, finding a cost-efficient, simple-to-administer method of rewarding select employees is important. Click here to learn more in Lafayette Life’s Executive Summary.
Tap into the Expertise of Advanced Markets
Advanced markets support is a core element of Columbus Life’s producer-first mindset. Learn how the Advanced Markets team can assist you on a variety of concepts and case designs.
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Eschels Financial Group
Cyndi Stern
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(248) 644-1144
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