Eschels Financial Group Planning For All The Unexpected

Turn-key DI marketing, winning IUL strategies, planning opportunities from 2017 tax cut and more

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ISSUE DATE:
May 16, 2018 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
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Why Every Month Should be DI Awareness Month
 

Keeping content fresh and engaging is one of your biggest challenges — especially when resources are at a premium. With DI Awareness Month here you’re probably thinking, “So what do I have to push DI?” With our Marketing Solution Center, you don’t have just one DI campaign but almost a half dozen! The topic-specific campaigns include everything you need to promote DI to your producers.

 
 
Cross the Finish Line with Winning IUL Strategies

Fuel your IUL journey…whether you are brand new to IUL, just getting started or already an expert.  AIG has everything you need to help drive more sales. including bite-size training to get you up to speed quickly, “bridging to IUL” sales ideas for a new take on guarantees, products, and more. Visit aig.com/iul.

 
What the Tax Cuts and Jobs Act of 2017 May Mean to You

The Tax Cuts and Jobs Act has resulted in many life insurance planning opportunities. Read more.

 
Planning Your Retirement? Expect the Unexpected.

Half of retirees retired (much) earlier than planned. Why? And what does this mean for you and your clients? Read the paper and find out.

 
May 2018 Central Intelligence from John Hancock Advanced Markets

Click here to read the latest edition of Central Intelligence for updates on the Fifth Circuit Court vacating DOL fiduciary rule, IRS limits application of GSTT exemption, and more.

 
The Market Doesn’t Care When Clients Retire

Lead actionable client conversations about how market volatility can impact retirement income. Get the talking points.

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

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