Understanding the two sides of care, 5 common investment myths, special needs care and more.
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ISSUE DATE:
April 17, 2019

Eschels Financial Group
Cyndi Stern
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(248) 644-1144
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Policy Review Strategies – Start the Conversation
Life insurance is an important component of a customer’s financial portfolio, and it may be one of their least monitored assets. Help your clients stay on trach for the future and identify potential sales opportunities with a simple policy review. Read more here.
Caregiving – Understanding the Two Sides of Care
The likelihood of needing care or becoming a caregiver is becoming more prevalent in part because Americans are living longer. The face of caregiving, however, is changing with emerging data about the emotional, nancial and health-related risks of family caregiving. 10 reasons why you should be talking with your clients about long-term care — now. Mom in the middle: Planning strategies for when the caregiver becomes the care recipient.

 

On Loan to You – The AIG promotions Team
Too little time and resources to put together your own marketing? Don’t worry – we got this! AIG put together complete marketing programs covering almost anything you might want to promote, in multiple ways (emails, social media, webinars, etc.) and spanning several weeks. All you have to do is load it up! How to video. Visit the site.

 

5 Common Investment Myths Debunked
Investing is not black magic — but among many people, it certainly has that reputation. With so many moving parts and unpredictable possibilities, it’s not surprising that investing myths are common. Many people fall prey to these common misconceptions, passing down secondhand knowledge that may confuse potential investors or discourage them from investing at all. However, things are not always as they seem. Learn the truth about some of the most common investment myths, and challenge your existing investment education. Read more.  

 

Special Needs Care: Meeting Your Own Needs & Those of Your Loved One
The complexity of special needs care may mean your own financial necessities — including your personal savings, investments and retirement plans — are no longer at the top of your priority list, or have shifted from your original thoughts. Such a situation may feel complicated and hard to achieve. Taking care of your own financial stability and future is important to you, however, and it helps put you in a good position to care for your loved one with special needs as well. Read more.
Eschels Financial Group
Cyndi Stern
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(248) 644-1144
Email Me
View Website
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