Eschels Financial’ Group- Insure Your Love

A February marketing opportunity, wealth transfer sales idea, update on the modern American family and more in this week’s newsletter.

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ISSUE DATE:
February 8, 2017 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
View Website
February Is Insure Your Love Month
 

Life Happens wants to know, how do YOU show your love? As part of their Insure Your Love campaign you can post on social media using the hashtag #InsureYourLove and they will share on their social media sites as well. Take advantage of this marketing opportunity with Life Happens and remind everyone why life insurance is a great way to show your love. Visit lifehappens.org to learn more about the campaign and how you can participate.

 
 
Wealth Transfer Sales Idea

The tax benefits of life insurance can make a significant impact when transferring wealth to the next generation. This one-page, advisor-approved sales idea illustrates this impact by highlighting the eight layers of tax protection life insurance provides and comparing an IUL policy to taxed investments via a case study example.

 
Video and more: Thinking About 1%

For many clients, saving for retirement can seem daunting, especially if they need that money now. This calculator from Prudential shows how saving an additional 1% of your annual income can make a huge difference on your financial situation in retirement. 

 
Stop Guessing and Start Planning

Help your clients take the first step toward retirement by planning for their healthcare costs. This infographic from Nationwide offers 3 steps to begin the planning process. 

 
The Modern American Family

Today, only 20% of American families are married couples living together with kids. This study from Allianz looks at the different types of modern American families and provides insights into their financial realities. 

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

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