Eschels Financial Group- How Are You Growing Your Business?
Informal care and how it can help grow your business, consumer-approved case study on market volatility, tools to help you tailor your message for different generations, and more
Informal Care – An Opportunity to Build Your Business
There’s an increasing need for informal care in the U.S., with 74% of people preferring to receive their long-term care (LTC) at home.1 Informal care is usually provided by a loved one, friend or neighbor — who go unpaid for the daily care and assistance they provide. Given the choice, many of your clients would prefer the freedom of living at home and receiving care from those they trust. Nationwide® has a variety of products that offer clients the flexibility to choose their preferred method of care – and protect their caregivers. Learn more.
Consumer-Approved Case Study Talks Life Insurance and Market Volatility
Have more productive client conversations about how life insurance can help in retirement to offset market volatility. Get the case study.
New Online Tool: Tailor Your Pitch to Clients of Any Generation
Visit a comprehensive client meeting prep site that provides tailored solutions based on a client’s generation and life stage. This helps determine “WHAT” to sell based on their life stage, and “HOW” to sell it based on their generation. Resources for new client meetings, generational prospecting, checklists and more. Learn more.
History of the Estate Tax
For over 200 years, estate and gift taxes have served as a source of revenue for the United States federal government. Throughout this time, as political partisanships and economic climates have changed, laws surrounding estate and gift taxation have transformed. Regardless of how the political landscape changes in the future, clients should keep in mind that estate planning is much more than estate tax planning. Even during periods where the estate tax is reduced or repealed, clients should work with their advisors to ensure that their wealth and legacy goals are met. Read more.
New IRS Pension Plan Limits
The IRS has released changes to some pension plan limits for 2018. The changes include increased limits for 401(k), Profit Sharing, Defined Benefit, and Cash Balance plan participants. In addition, income ranges for the Roth IRA phase-out and Traditional IRA deductibility are increased. Here you will find a link to a break down of these changes and how they may effect you.
Video: What You Need to Know about DOL Updates
Need updates and details about the DOL Fiduciary rule? Lafayette Life has you covered with a quick 4 minute explanatory video and sales guide. Learn more.
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There’s an increasing need for informal care in the U.S., with 74% of people preferring to receive their long-term care (LTC) at home.1 Informal care is usually provided by a loved one, friend or neighbor — who go unpaid for the daily care and assistance they provide. Given the choice, many of your clients would prefer the freedom of living at home and receiving care from those they trust. Nationwide® has a variety of products that offer clients the flexibility to choose their preferred method of care – and protect their caregivers. 
Have more productive client conversations about how life insurance can help in retirement to offset market volatility. 
Visit a comprehensive client meeting prep site that provides tailored solutions based on a client’s generation and life stage. This helps determine “WHAT” to sell based on their life stage, and “HOW” to sell it based on their generation. Resources for new client meetings, generational prospecting, checklists and more. 
For over 200 years, estate and gift taxes have served as a source of revenue for the United States federal government. Throughout this time, as political partisanships and economic climates have changed, laws surrounding estate and gift taxation have transformed. Regardless of how the political landscape changes in the future, clients should keep in mind that estate planning is much more than estate tax planning. Even during periods where the estate tax is reduced or repealed, clients should work with their advisors to ensure that their wealth and legacy goals are met. 
The 
