Eschels Financial Group Preparations, Planning and Caregiving

Are your clients prepared for retirement? Plus helping clients "stuck" in the middle, underwriting and the opioid crisis, and more.

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ISSUE DATE:
August 29, 2018 

 

Eschels Financial Group
Cyndi Stern
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(248) 644-1144
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Are Your Clients “Stuck” in the Middle?
 

Caregiving can be a difficult, yet rewarding job. Many of your clients may be part of the "Sandwich Generation," where they're stuck in the middle. They're not only busy juggling raising kids of their own, but they're also caring for their aging parents or family members. This can have both a financial and emotional impact on these caregivers. But there are solutions to make things easier for the future. Check out this new campaign - and help your clients find financial peace of mind by putting a care plan in place now.

 
 
Underwriting and the Opioid Crisis

In recent years, the U.S. has seen a shocking lift in opioid-related deaths. Hear from Brad Gabel, Protective Life’s chief underwriting officer, on how the opioid epidemic affects today’s life insurance industry. Read more. 

 
Are Your Clients Prepared for Retirement?

For your younger clients concerned about protecting their loved ones and accumulating enough for retirement, consider implementing a supplemental retirement income with life insurance plan. For those who are approaching retirement and face challenges such as outliving retirement assets, needing long-term care, and legacy planning, watch this webinar replay to learn about a retirement "backstop" life insurance plan.

 
Mining Your Own Experience for Sales Gold

Dave Sheridan, Protective Life’s VP and managing director of brokerage distribution, recently spoke at LIMRA’s Marketing Conference and shared how to use personal experiences to provide solutions to clients. See what else he had to say by reading a feature article on InsuranceNewsNet. Read full article. 

 
Medical Advances Increase Need for Critical Illness Coverage

Advances in medicine mean more people than ever are surviving life-threatening conditions — but many times at the cost of their long-term financial plans. This article highlights the growing need for critical illness insurance, and the factors our underwriters consider when assessing life insurance clients who want to add our new Critical Illness Benefit rider to their applications.

 
Weekly Economic Review and Outlook: Has Housing Market Peaked?

The housing expansion has hit a speed bump in the middle of 2018. Existing home sales edged down again in July, the fourth consecutive monthly decline. July’s annualized sales pace of 5.34 million units is down by a modest 1.5 percent from a year earlier, but the level of sales is at the lowest level since February 2016. Read more.

 
 
 
Eschels Financial Group
Cyndi Stern
No Image Selected
(248) 644-1144
Email Me
View Website

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