Eschels Financial Group 2019 Tax Guide and The Power of 3

The power of 3, 2019 tax guide, key employee benefits and more

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ISSUE DATE:
January 16, 2019 

 

Eschels Financial Group
Cyndi Stern
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(248) 644-1144
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Power of 3
 

Show clients a simplified retirement income solution. The Power of 3 concept is an attractive combination of services and products that allow you to shorten the underwriting process, provide options to meet any risk tolerance and make automatic income simple. Learn more | See why IUL is a good fit | Approach clients.

 
 
2019 Fingertip Tax Guide

The John Hancock 2019 Fingertip Tax Guide has been updated and is now available on JHSalesHub.com. This practical reference tool gives estate and income tax rates for the year and much more.

 
Wellness for Life is Now Free!

Global Atlantic has a New Year’s Resolution—bring Wellness for Life to as many people as possible. They’ve eliminated the charge for this pioneering rider! Help your clients boost their policy values with Wellness for Life Rewards®—visit GAFG’s Wellness for Life agent page to learn more and access everything you need to bring Wellness to your clients.

 
Advanced Markets: But My Accountant Says I Can Deduct It

Producers usually ask whether their clients can deduct life insurance premiums when discussing two business concepts: key person life insurance and entity purchase buy-sell agreements. In this update from Mutual of Omaha’s Advanced Markets, you’ll learn why generally, life insurance premiums are not deductible. Read more.

 
Key Employee Benefits

Help employers recruit, reward, retain and retire their top talent with solutions like deferred compensation plans, bonus plans (including some for specific business entity types) or split dollar plans. No matter the challenge, you’ll find the solutions, expertise and service all in one place working with Principal. Review solutions | See best prospects | Learn about Loan Split Dollar.

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

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