Eschels Financial Group- Back To School Time, Are Your Clients Financially Ready?

Video on outliving retirement savings, back-to-school sales idea, why sell fixed annuities and more

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ISSUE DATE:
August 30, 2017 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
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Kids Starting School?
 

Clients with little ones starting school this fall? Now’s the time to plan for higher education expenses; check out this easy to understand “College and Retirement Funding” consumer sales idea.

 
 
We’ve Got the ‘Why’ to Sell Fixed Annuities

Need a reason to sell fixed annuities? We’ll give you 10. With retirement on the horizon, now more than ever, your baby boomer clients need a diversified portfolio with income reliability. Fixed annuities could offer that reliability … and help navigate the challenges of today’s financial market. 10 reasons why annuities could be a good fit for your clients.

 
Focus on Females During Life Insurance Awareness Month

September is national Life Insurance Awareness Month — it’s the perfect time to seize the day and grow your base of female clients. Women play a critical role in the well-being of their families, yet only 56% of American women have life insurance, leaving many families at considerable risk. Watch our latest client-facing video to see how life insurance helps women protect what matters most. Learn more.

 
Tools to Help Your Clients Achieve Their Goals

How can you help your clients achieve their goals? Sometimes, numbers speak louder than words. John Hancock offers a host of free tools and calculators to help people maximize their retirement potential, manage their budget, and plan for their futures. Browse these tools here.

 
Video: Outliving Retirement Savings

Retirement income generally needs to last about 30 years. Sometimes longer. Life insurance can help stretch and supplement that income. Watch to discover how.

 
 
 
 
Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
View Website

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