Eschels Financial Group- How Soon Is Too Soon?

Retirement myths business owners believe, empowering millennials, market overview and more in this week’s newsletter.

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ISSUE DATE:
March 15, 2017 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
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3 Retirement Myths Business Owners Believe
 

With your financial guidance and the flexibility that permanent, cash value life insurance can provide, you can help to dispel three common retirement myths many of your business owner clients may hold. 3 Retirement Myths Business Owners Believe

 
 
Empower Millennials to Take Control of Their Financial Future

Why aren’t more 18 to 34-year-olds planning for retirement? Competing financial priorities and overwhelming debt, a recent survey shows. By increasing awareness and education, you can empower Millennials to take control over their financial futures. Get key insights and helpful resources from Lincoln Financial Group.

 
Because You Asked: Policy Loans and §1035 Tax-Free Exchanges of Life Insurance

John Hancock has updated two of their most popular “Because You Asked” articles for 2017.  The Policy Loans BYA provides a basic overview of the rules pertaining to policy loans, and the §1035 Tax-Free Exchanges of Life Insurance BYA looks into the rules surrounding §1035 exchanges.

 
Monthly Market Overview

Click here for a brief client-approved recap of Lincoln’s observations on markets and volatility for February 2017.

 
The Financial Engine That Can Help Fill the Gaps In Retirement Strategy

To live comfortably in retirement your clients need to plan for daily expenses, as well as protection from the unexpected. Life insurance can help with both. Download this Understanding FIUL brochure.

 
The Cost of Raising a Child

Did you know every year the USDA publishes how much it costs to raise a child to 18? This year’s number is staggering. If your clients are on the fence about whether or not to invest in life insurance, this compelling infographic may put it all into perspective.

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

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