When should clients use withdrawals vs policy loans? Learn about the advantages of IUL policy loans versus withdrawals as w ell as the many benefits and differences of participating, preferred and standard loans.Watch the on demand training and reference the scripted presentation.
IUL Made Easy [Video]
You understand the benefits of indexed universal life insurance, but do your clients? Share the first video of a two-part series to explain how indexed universal life insurance works and its unique benefits.
Protecting Your Client’s Retirement Assets with LTCi
Make LTCi a top priority to discuss with your clients. Having this insurance in place helps cover the cost of care and that can help ensure your client’s retirement assets remain intact. Read more.
Can You “Insure” Your Social Security Income?
When it comes to talking retirement, your clients are most likely concerned with the income they will have when no longer working: their pension checks, income from annuities, and Social Security. Are they concerned what happens to these sources of income when a spouse dies? Are they reliant upon all sources of income equally? If so, how can they insure they won’t “lose” their spouse’s Social Security income when death occurs?
Life Insurance can replace those lost dollars. Securing a Life Insurance Face Amount for a projected future value of a spouse’s annual Social Security income relieves financial stress at the loss of that loved one, and it is easier than ever with Drop Ticket applications!
Eschels Financial Group, from now until October 1, 2017, will pay YOU 5% more commission on your Life Insurance sale when you use the Drop Ticket method. Call us at 248-644-1144. We will walk you through every step of the way.
Prioritizing Financial Goals
College savings. Kids. Retirement. Mortgage. Life insurance. With so many financial goals, where should clients start? John Hancock offers up great tips on how to prioritize.
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.
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