Eschels Financial Group- Do Your Clients Know The Truth About Long Term Care? you

The truth about LTC, top 3 retirement fears and more in this week’s newsletter

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ISSUE DATE:
November 9, 2016 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
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If Clients Only Knew the Truth about LTC
 

Gain more insight to help you with the LTC planning process. We’ve made it easy for you to take command of the facts and dispel client myths about their need for long-term care. Use this infographic with your clients to start the long-term care conversation.

 
 
A Clearer View of the Economy

The Nationwide Retirement Institute breaks down and simplifies complex topics to help advisors have meaningful and productive conversations with their clients. This quick reference guide gives a simplified view of the key factors affecting the economy and financial markets and places them in some historical context. Read more.

 
Business Owners Want an Efficient, Flexible, and Tax-Advantaged Strategy

Your business owner clients and prospects want to attract and retain top talent. They also want the solution to be easy to implement and to control whom on their payrolls it’s provided to. An executive bonus arrangement funded with life insurance may be the right solution. Learn more about this concept with Prudential’s Executive Bonus eKit. It also gives you access to the marketing tools you need to help set the stage for your business owner conversations. Share the Executive Bonus eKit.

 
A Valuable Addition to Your Client’s Small Business Strategy

A business owner often has specific needs for life insurance, and the income-tax-free death benefit and cash value accumulation potential can help address these needs. Our new “Life insurance decision tree” flyer can help you determine whether one or more strategies may make sense for the business owner.

 
Top 3 Retirement Fears

Newly-released retirement data finds that Americans are most afraid of their money running out before their life runs out, and almost equally afraid they while they are alive, they won’t have the funds to enjoy their life and cover basic necessities. Learn more

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

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