Eschels Financial Group and The Importance of Sequence of Returns

Planning smart for LTC, sequence-of-returns risk, IUL with guarantees and more

No alt text
View in Web Browser

ISSUE DATE:
May 30, 2018 

 

Eschels Financial
Cyndi Stern
No alt text
(248) 644-1144
Email Me
View Website
Planning Smart for Long-Term Care
 

Your clients are working hard to build a nest egg. Do they have a long-term care (LTC) plan in place to protect their assets in the future? Help them plan smart – share this video and start the conversation today! View video. Discuss LTC needs with your clients. Overcoming objections. Hybrid Life/LTC product comparison.

 
 
Sequence of Returns: A Risk Your Clients May Face in Retirement

Thirty years ago most Americans could safely rely on Social Security and a pension to provide the income they needed in retirement. That’s no longer the case. Help clients understand – and prepare for – the retirement risks of today.  Read more.

 
Feed the Need for Guarantees with IUL

IUL is permanent, easy and guaranteed.  Click here to see a surprising comparison on GUL & IUL guarantees, ‘Bridge to IUL’ Series including consumer sales concepts with scripted agent training and more.

 
Advanced Markets – LTC Retirement Benefit

Last time we talked about the pitfalls of self-insuring for long-term care expenses. Today we want to discuss an idea for the client who knows he or she needs long-term care insurance but worries about the premium in later years after retirement. Read more.

 
Weekly Economic Review and Outlook – Housing Activity Slips on Low Supply

Extremely low inventories continue to hamper the housing market, especially for existing home sales, with total home sales (new plus existing) dipping to start the spring selling season. Read more.

 
 
 
 
Eschels Financial
Cyndi Stern
No alt text
(248) 644-1144
Email Me
View Website

Connect with Us!

Facebook

Forward
 
No alt text
 

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

To prevent mailbox filters from deleting or hiding these messages and offers, please add cyndi@eschelsfinancial.net to your address book.