Eschels Financial Group How To Find New Prospects

Prospecting small and medium-size businesses, grab and go marketing emails, charitable planning with life insurance and more.

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ISSUE DATE:
August 1, 2018 

 

Eschels Financial Group
Cyndi Stern
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(248) 644-1144
Email Me
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Video: Prospecting Small and Medium Business Clients
 

Selling insurance to business owners requires a unique approach. Learn how Jeff Frankhouser uses LinkedIn to get in the door of small businesses. Learn how.

 
 
Charitable Planning with Life Insurance

Combining charitable planning solutions with life insurance allows individuals to support causes that are important to them, while also leaving a lasting legacy. See John Hancock's recently updated, client-approved  Charitable Planning Client Guide for a comprehensive overview on charitable planning, as well as this  new underwriting flyer, which gives you insights into what their underwriters look for on these applications, along with some case studies.

 
Six New ‘Grab-n-Go’ Emails

Check out the 6 new “Emails to Financial Professionals” that promote IUL and non-medical underwriting in the “IUL Basics” Campaign in a Box. They are HTML coded with graphics and images ready to go – just cut and paste! IUL Producer Prospecting.

 
Advanced Markets: IUL and Estate Equalization with Options

Many of your business owner clients want to pass their business along to family members one day. Usually, though, they have some family that wants to take over the business and some that does not. So using a life insurance policy to provide for those not inheriting the business, under the concept of estate equalization, makes a lot of sense. Read more. 

 
Skip the Legal-speak when Explaining Term Life

Life insurance is about protecting the people or businesses who financially depend on your clients. This booklet can help explain (in consumer-friendly language) why term insurance may be a good option.

 
Market Insights: Strongest Growth in Years

Second quarter real gross domestic product (GDP) growth came in below expectations at a seasonally adjusted annual rate (SAAR) of 4.1 percent. Still, this was the fastest pace since the third quarter of 2014. On a less volatile year-over-year basis, growth accelerated to around 2.9 percent, the fastest pace in three years. Read more in this week's report. 

 
 
 
Eschels Financial Group
Cyndi Stern
No alt text
(248) 644-1144
Email Me
View Website

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