Honing your sales pitch based on your audience, the key to growing your practice, saving time and money and more

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ISSUE DATE:
November 15, 2017 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
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Video and More: Pitch Perfect
 

Get targeted life insurance options for clients by simply inputting their age and answering a few questions about their life stage; “Generation Station” will then deliver a personalized pitch for your next client meeting. All Aboard! Generation Station. Watch video

 
 
Will Your Retirement Savings Last As Long As You Live?

More than 70 percent of Americans are concerned they may outlive their retirement savings. Many do not have money to last the long haul. Even more startling is the fact one in five Americans have absolutely nothing saved for retirement at all.
(source, Indexed Annuity Leadership Nov 2017)

Starting to save now and creating a plan for lifetime income, no matter how long you live, are important retirement planning first steps. Dive into planning tools like these free calculators to work on your personal retirement plan.   

 

 
Economic Outlook: Job Growth Springs Ahead

October’s job growth is consistent with the modest acceleration in overall economic growth that we have seen over the past two quarters. After holding steady in November, the Fed is widely expected to resume rate tightening in mid-December a move supported by the latest positive steps in the labor market. Read more

 
Women May Be Key to Growing Your Practice

Women’s need for financial services continues to grow. With more women graduating from college than men, women are closing the pay gap and becoming the wealthier sex. The 2016 Allianz Women, Money, and Power® Study showed that more than one-third of women report being the sole or primary household breadwinner and half responded that they made the long-term financial decisions in their households. Even for those who aren’t the primary wage-earner, women often influence spending and saving decisions in their home. Yet according to the study, only 30% of women are working with a financial professional. This indicates a need and an opportunity. Learn more

 
Why Clients Should Consider Purchasing LTC Insurance

When Vernon Duckett first heard about long-term care insurance, his wife, Helen, talked him into it. Years later, that decision not only provided financial security – it provided peace of mind and independence. Share the Duckett family’s story, and help your clients learn why they, too, should consider buying long-term care insurance. Watch video

 
Infographic: Save Time and Money with eDelivery

Legal & General America has created a flexible eDelivery solution that will save you time and money.  They’ve partnered with DocuSign, the global leader in eSignature, to bring you eDelivery for your Banner and William Penn policies. Learn more.

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

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