New program provides turn-key tools to stimulate producers with innovative sales ideas, market education and client prospecting programs on “retirement protection”. Visit Campaign in a Box to access grab and go materials that are ready for use immediately.
Resources to Help You Market to Small Business Owners
If you have clients who own a small business, it’s likely they may not know what their business is worth – 75% of small business owners don’t. This is a great opportunity for you to help meet small business owner’s needs. Learn more about the tools and resources available to help you help your clients. Read more.
Damaging Effects of Elder Financial Abuse Extend to Caregivers
If you ever became incapacitated or disabled, who will make financial and medical decisions on your behalf? How will they know your wishes? And where will they find the necessary documents? Let us help you and your clients start these important conversations. Read more. Caregiving Readiness Guide.
Maximizing Social Security Benefits
Your clients have worked hard to earn every penny of their Social Security benefits, but many may be missing out on the maximum income benefit they can receive – by up to 32%! We have an idea that might help: a period certain immediate annuity may be used to bridge the gap between retirement and maximum Social Security benefits. Read it here.
Are You Selling Your Life Insurance Cases Using Drop Ticket?
Are you currently using paper applications for your Life Insurance sales? Have you considered trying the on-line “Drop Ticket” applications that almost EVERY carrier now has? Why bother? Well, your cases get processed more quickly as they as in good order, your client has their policy in force sooner and you receive your commissions faster from the carrier and……..
Eschels Financial Group, from now until August 1, 2017, will pay YOU 5% more commission above on your Life Insurance sales when you use the Drop Ticket method. Call us at 248-644-1144 and we will walk you through every step of the way.
Monthly Market Overview
Click here for a brief client-approved recap of observations on markets and volatility for March 2017.
Securities and Insurance Products: Insurance Products are not insured by the FDIC or any Federal Government Agency. May lose value. Not a deposit of or guaranteed by any Bank or Bank Affiliate.
We respect your privacy and do not wish to disturb you. You can unsubscribe to these emails online, or by sending a written request via U.S. Postal Service to: 555 South Old Woodward Ave Suite 755 Birmingham, MI 48009