Check out this article from Mark Peterson, Senior Vice President, Independent Distribution of AIG’s life insurance business, titled, “2017 Life Insurance Planning: Why this could be a strong year despite uncertainty in the tax law” and get a pro’s perspective – in case your crystal ball has been the fritz lately too. Read article.
Supplemental Income Planning – A Strategy for Young Professionals
Find out which is right for your client: LTC or CI? Get sales ideas and client prospecting tools; BGA promotional materials; and unique selling strategies for client meetings all in one place: RetireStronger.com/Campaign.
My Wishes Record Keeper
The My Wishes Record Keeper is designed to keep all your client’s important contact information, documentation and end of life decisions in one place. It’s a great piece to provide your clients with so they can get their affairs in order for their loved ones. The booklet can also be customized with your contact information on the back page. To order with your information on the back cover contact Eschels Financial or Mutual of Omaha Sales Support at 1-800-693-6083.
New February Infographic and Microcontent
Life insurance is love insurance, which makes February and Valentine’s Day a perfect time to remind clients and prospects of their need to protect the ones they love through proper life insurance planning. The Insure Your Love campaign, coordinated by Life Happens, allows you to bring emotion or humor into a conversation that is usually serious or dry. Keep in mind, love is eternal, so the Insure Your Love theme can be used all year long! Infographic. Microsite.
Are you local to the Southeastern Michigan area?
We act in the Best Interest of clients, but if we aren’t asking “what have you done to take care of your family/business/ future income (money not yet earned)?” in those conversations, are we really acting in their Best Interest?
Eschels Financial Group has been committed to developing agents and advisors with growth and ideas for many years, as such we are pleased to host John Hancock Life Insurance and Kimberly Lipps on Thursday, February 23, 2017 at 12 Noon-1pm for a Workshop on the Hancock Vitality rider among other exciting ideas. A light lunch is served at 11:30am.
Please call our office to reserve your seat at 248-644-1144.
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