Eschels Financial Group- Helping Clients Through Tax Season and Beyond

Helping clients through tax season, insurance planning for women, podcast and more

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March 14, 2018 


Eschels Financial
Cyndi Stern
(248) 644-1144
Email Me
View Website
Help Clients Through This Tax Season

Your clients see you as a trusted partner, so help them through this tax season. View and share key information on federal income tax rates, deductions, exemptions, contribution limits, and gift and estate taxes with these 2018 tax resources. 2018  Tax Planning Guide. A look at the 2018 tax landscape. Your 1040 Tax Form Guide

Podcast: Would Your Clients Say They Have a Purpose For Their Wealth?

Listen as Randy and Alan discuss Alan’s insurance practice, in which Alan helps families design legacy plans that are values-based and meaningful to them. This discussion includes details of how Alan works with clients and families to uncover the purpose they envision for their wealth into the future. These conversations go far beyond the multi-generational family legacy plan to bring families to a new place, together, as they plan. Listen at or listen/subscribe in iTunes or Spotify.

Shocking Results May Occur

Work alongside your clients to complete the new “Personal Plan Workbook.” The results may be shocking enough to spur them into insurance changes. AIG even has helpful tips to enhance your discussion! Create a personal plan


Insurance Planning for Women

Women represent a multifaceted segment of the financial planning marketplace yet they are often under insured or uninsured. With tomorrow’s celebration of International Women’s Day, there is no better time to consider this powerful segment of the market. View tips that can help you uncover new opportunities. Log on to JHSalesHub to access social media tips and prospecting materials.

The Cost of Waiting to Buy LTCi

Your clients have busy lives. Between family and work obligations, they have a lot going on. So even if they understand the value of long-term care insurance, purchasing a policy often isn’t a top priority. But they may not be aware there’s a cost associated with waiting. Learn more.

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

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