Eschels Financial Group- How do Annuities and Life Insurance Really Help with Retirement?

Planning for retirement income, life insurance in the fast lane, the financial impact of caregiving and more in this week’s newsletter

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ISSUE DATE:
November 2, 2016 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
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Planning for Retirement Income with Fixed Indexed Annuities
 

This newly launched marketing campaign explores how a fixed indexed annuity can help with retirement goals. The campaign includes a 12-page client brochure that offers a snapshot of the benefits, including tax deferral, power of zero and ways to take income. And the Advisor Resource Guide provides a snapshot of the advisor and client materials available for this fixed indexed annuity campaign.

 
 
Try Life Insurance in the Fast Lane!

Have a client you think will be eligible for standard or better rating on a single-life case? Take the FAST LANE to get that case placed quickly! Global Atlantic Financial Group is rolling out an accelerated underwriting program called “Fast Lane” that will enable you to skip the paramed and get to your underwriting offer faster than ever.  FAST LANE Underwriting is available with single-life policies in term, IUL and UL product categories. Learn more.

 
Three Reasons to Consider Cash Value Life Insurance

Cash value options merit discussion in terms of the potential for asset accumulation and flexibility that contributes to estate planning. Cash value life insurance’s versatility offers asset accumulation, choice in design, and flexibility for a lifetime of changing needs. Read more.

 
Advantages of Traditional LTC

Consumers today have more choices than ever before when it comes to funding potential long-term care services. While other funding vehicles may be good options for some people, a traditional LTCi policy continues to be the best option for many of your clients. To learn about the advantages of owning Traditional LTCi and targeting the right people, please click here.

 
The Financial Impacts of Caregiving on Women

Caregiving is likely to become more common as a large mass of the U.S. population continues to age. A majority of these caregivers are women, providing care for an adult or child relative. The financial impacts of caregiving can be substantial and lifelong. Read on to learn the unique challenges women face in financial planning, the financial impacts of caregiving, and strategies that may help offer your clients financial stability. Read more

 
Weekly Economic Review and Outlook

The September CPI report came in above expectations, but the core index rose only modestly. Looking ahead, this will be a moderately busy week for economic data with a focus on new home sales for September, the Employment Cost Index and an initial reading on third quarter GDP. Read more.

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

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