Eschels Financial Group – How To Motivate Decisions

Videos to share with clients, tips for selling DI and more in this week’s newsletter.

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ISSUE DATE:
December 14, 2016 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
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There Is A Cost To Waiting
 

Feeling a bit unsure about being prepared about retirement? You’re not alone. Only 14% of consumers between the ages of 50 and 75 say they’re very confident they’ll achieve their desired retirement lifestyle.  Many clients have many reasons  to “wait”. What is the cost of waiting?
 

Cost of Waiting

 
 
How Can We Protect a Chronic Illness with Life Insurance?

Life doesn’t always go as planned. Life Insurance can now handle more than it ever could PRIOR to sustaining a family and business after death occurs.  Chronic Illness discussions should take an active role in your 2017 plans.

Chronic Illness Protection Sales Idea

 
Tips for Selling DI – Helping Small Business Owners

Show business owners how to protect their business with Business Overhead Expense disability insurance. Discuss the importance of disability income protections for themselves and their employees with the Di Choice at Work product portfolio. Help them meet business budget concerns with multi-life disability insurance. To learn more about why you should choose Mutual of Omaha for Disability Income Insurance click here.

 
Low Cost-of-Living Adjustment for Social Security Recipients in 2017

The Social Security Administration announced in October that the cost of living increases for retirement and certain other benefits in 2017 will be 0.3%. Some Medicare Part B premiums may, however, have to offset the increase. See who this could affect and the importance of rising income in retirement.

 
How Important Is Increasing Income In Retirement?

Once the trigger is pulled and retirement happens, there has always been the understanding that the days of “getting a raise” or an increase in the income a person lives on are over. Does that have to be true? Fixed Indexed Annuities with Allianz Life satisfy the absolute need to continue to benefit from positive index performances while enjoying no risk of loss.

Call us for marketing ideas and talking points to begin these discussions with your clients.

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

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