Eschels Financial Group- How Do You Solve Your Clients Financial Issues

Life insurance sales essentials, America’s neglected middle child, 2 new videos and more in this week’s newsletter.

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February 28, 2018 


Eschels Financial
Cyndi Stern
(248) 644-1144
Email Me
View Website
Videos and More: Business Insurance Opportunities and Tools for 2018

The new tax code is top of mind for everyone, especially small-business owners. The Lincoln Business Insurance team is prepared to help you become a valued partner to your clients in 2018. 2018 tax reform video. Lincoln Business Valuation Tool video. Split dollar case study.

Education, Special Needs Planning and Qualified Plans

Welcome to a special edition of the Advanced Markets Minute in both print and audio form. Today we continue our analysis of the new tax laws with a look at the law’s impact on education, special needs planning and qualified plans. 

Video: Hey Big Spender!

Let AIG help you get the attention of financially successful retirees. Watch their simple new video, and see how to compare IRA wealth transfer to beneficiaries before and after adding life insurance into client’s plans. Watch video.

America’s Neglected Middle Child

In January’s Insurance Newsnet Magazine, AIG EVP & CDO, Mark Peterson encourages financial professionals to reach out to “America’s neglected middle child”: Generation X, along with tips on how to make the connection. Read more.

New Campaign in a Box – Life Insurance Sales Essentials

Consisting of 50+ available resources, the latest from AIG is a “grab and go” introductory campaign for life insurance. Ready for use with anyone new to life insurance. Check it out.

Planning In Action: 1035 Exchange With Loan Policy Review

See how performing a 1035 exchange enabled one client to successfully avoid causing a taxable event and significantly increased his death benefit protection. Learn More.

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

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