What if you could buy permanent life insurance, guaranteed to age 100, with a chronic illness benefit where you can get your money back over 10 years? The new 10-10-10 plan will show you how to unlock the power of Secure Lifetime GUL 3. Learn more.
History of the Estate Tax
The federal estate tax has undergone many changes since its earliest inception and its fate constantly remains a point of discussion. During his campaign, President-elect Donald J. Trump proposed a repeal of the estate tax. This flyer gives a historical perspective of this tax to offer insight into what the future may hold for the estate tax under the Trump administration.
Economic Review and Outlook
Economic activity slowed in 2016 from the already modest pace of the past several years, but it picked up a bit over the second half. Despite a slow start and the Brexit shock, equity markets rallied to set new highs and interest rates jumped after the Trump victory. And the Fed tightened in December. Read more.
Sales Idea: Talking about LTC
Long-term care planning continues to be an underserved need. This one pager includes four client prospects for LTC planning and three important questions to ask clients to help determine whether Nationwide CareMatters is a good fit.
Are you an agent in Southeastern Michigan?
Eschels Financial Group has a long standing history working with agents and financial advisors on expanding their life insurance and annuity base with clients and prospects. Most agents are at a loss as to where to learn the hows and whys of both lines of business in our ever-changing landscape.
If you are local to Southeastern Michigan, please join us at our office in Birmingham, Michigan next Wednesday, January 18th from12 Noon-1pm for an Annuity Workshop hosted by Protective Annuities featuring our guest speaker from Protective, Jeff Lindemann. A light lunch will be served at 11:30am; please call our office at 248-644-1144 for details and to reserve a seat.
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 755 Birmingham, MI 48009