Retirement for Business Owners, Two LTC Stories, IUL Education and more…
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October 30, 2019
Eschels Financial Group
Cyndi Stern
How Retirement Ready are Your Business Owner Clients?
Are they planning to use their business for retirement? Are they on track to meet their retirement income goals?

From Principal, offer a complimentary, personalized analysis that includes the value of their business, their business transition plans, and their current personal retirement savings and investments. Any gaps or issues identified include recommended solutions. This puts you in an excellent position to help bring value to your clients and create more sales opportunities.

Get started:
– Approach brochure (PDF)
– Sample customized report (PDF)
– Request for proposal (DOC)

Learn All About Asset-Based LTC Solutions
Care Solutions Suite and Concept Training from OneAmerica: Get back to basics! Learn all about asset-based LTC solutions: how they work, how to set up sales, different funding options, product features, benefits and more. Webinars are every other Friday, 11 a.m.-12 p.m. ET.
Register now »
Video on the “Goodman Triangle” from Columbus Life
In this AM60, we’ll look into the Goodman Triangle, and why you should generally title your life policies as simply as possible in order to avoid this common error. Watch Now!
Two Ways to See Your State’s Cost of LTC Services
Providing clients with estimated costs for long-term care services is an important part of the sales process. If you aren’t sure how much your clients may need, use the Cost of Care Calculator or Cost of Care Brochure from Mutual of Omaha to find out. Each tool reflects costs for Home Health Care, Assisted Living Facility and Nursing Home for private and semi-private room by state.
Allocation Insights Tool from Allianz
This tool allows you to see which allocations you may want to consider based on your perspective on equity markets, market volatility, and interest rates. This tool is intended to be educational – as a first step, not tailored to an individual’s needs, and not meant to be a substitute for working with a financial professional. No matter which allocation option(s) you choose, you cannot lose value due to negative index performance. The allocation options only determine the amount of interest credited in positive years, or the likelihood of zero interest years.
Check it out here.
Capitalize on the Fastest-Growing Segment Within Today’s Insurance Market
The new IUL Academy website from John Hancock, provides the insights and tools you need to gain a deeper understanding of IUL and highlights the unique customer value this product category offers. Visit, and save to your favorites.
Eschels Financial Group
Cyndi Stern
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(248) 644-1144
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