Eschels Financial Group- Are You Having Trouble Closing Life Sales

Video to share with clients, celebrating the end of the 2017 tax season, why it’s smart for women to get more insurance, and more

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ISSUE DATE:
April 25, 2018 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
View Website
John Hancock Vitality with Apple Watch Video
 

When your clients buy life insurance with the John Hancock Vitality Program, they can earn an Apple Watch Series 3 for as little as $25! It’s a great way to provide them with motivation to live a healthy life and a tremendous sales opportunity for you. Share this video with your clients.

 
 
Having Trouble Closing Permanent Life Sales?

Understanding your prospect’s life stage, their needs and financial reality can help you tailor a solution just for them. If a full permanent solution isn’t realistic for them now, include term to get them the coverage they need – and the protection they can live with. Learn more.

 
Celebrate the End of 2017 Tax Season!

Last week marked the end of the 2017 tax season for many. Use your clients’ tax returns and the 1040 Kit as a way to uncover life insurance planning opportunities. Pair this discussion with our Tax Diversification Client Guide to further highlight the benefits of well-diversified portfolios. Logon  to the AM Blog to access up-to-date resources to help with income and estate tax discussions today! Download 1040 kit.

 
It’s Smart for Women to Get Life Insurance – or More of It

Women are increasingly the the primary breadwinners, or even sole providers, which makes their income critical to providing for her family. And stay-at-home moms need protection too – the cost of replacing all she does is extraordinary. Shares these flyers with your clients to start conversations about the need to make sure Mom is covered. 5 Reasons It’s Smart for Women… and Stay-At-Home Mom Infographic.

 
JHAM Radio – Estate and Gift Tax Return Preparation Tips that Can Help Avoid an Audit

Listen in as John Hancock’s Caroline McKay, AVP & Counsel for Advanced Markets, S. Eva Wolf, an attorney with the L.A. office of Mitchell Silberberg & Knupp LLP, and Justin Alt, an attorney with the Seattle office of Davis Wright Tremaine LLP, discuss common issues related to gifts and estates tax returns that increase the chance of audit and tips for properly reporting transfers during life and at death. Ms. Wolf and Mr. Alt are the authors of “Estate and Gift Tax Return Preparation and Audit Tips,” Estate Planning Journal, September 2017 and are both former IRS attorneys. Listen Here.

 
 
 
 
Eschels Financial
Cyndi Stern
No Image Selected
(248) 644-1144
Email Me
View Website

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