Eschels Financial Group- Is Your Business A One Size Fits All?

Essential business planning strategies from industry experts, turn-key retirement protection campaign, insurance planning for women and more.

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ISSUE DATE:
April 19, 2017 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
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Are You Selling Your Life Insurance Cases Using Drop Ticket?
 

Are you currently using paper applications for your Life Insurance sales? Have you considered trying the on-line “Drop Ticket” applications that almost EVERY carrier now has? Why bother? Well, your cases get processed more quickly as they as in good order, your client has their policy in force sooner and you receive your commissions faster from the carrier and……..

Eschels Financial Group, from now until August 1, 2017, will pay YOU 5% more commission above on your Life Insurance sales when you use the Drop Ticket method.
Call us at 248-644-1144 and we will walk you through every step of the way.

 
 
New Turn-Key Campaign Online: Retirement Protection

People don’t lay awake at night and worry about life insurance, they worry about retirement. Get sales ideas and client prospecting tools; BGA promotional materials; and unique selling strategies for client meetings on “Retirement Protection” by clicking here.

 
Supplemental Income Planning – A Strategy for Young Professionals

Life insurance with a Supplemental Income Planning focus may provide your young professional clients with flexibility later in life. The concept requires someone seeking permanent death benefit protection and who is comfortable increasing their premium payments over time. Learn More about This Innovative Strategy. Use This Flyer in Client Meetings

 
Common Pitfalls To Binding Coverage

The Limited Temporary Life Insurance Agreement (LTLIA) is a valuable option that provides temporary coverage for eligible applicants during the application process. In order to obtain this interim coverage, it’s important to submit the proper forms in good order, and to be aware of payment and validation issues which may prevent binding of coverage. Learn more

 
Insurance Planning for Women Advisor Guide

Female buying power, coupled with the influence they have over their family’s financial decisions and their strong desire for financial health and wellness, present a significant opportunity for advisors who can help ensure women get the important coverage they need. Use this new guide to help uncover sales opportunities in this powerful segment of the market

 
Discover New Opportunities with Business Succession Planning

Create an additional revenue stream with clients looking for business succession planning. As business owners plan for the future, they want to protect the legacy they’ve worked hard to build. Business succession planning can help these clients ensure their business is transferred in a way that meets their needs. Nationwide has the resources and support you need to start the business planning conversation. Use this Fact Finder to start a business succession plan case today.

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

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