Generating quick leads, tools to help unlock answers, prospecting materials and more

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ISSUE DATE:
January 24, 2018 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
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Quick. Leads. Now.
 

Want a free list of target leads? Go back to your current book of business! Help clients review their plans for the future by conducting a beneficiary or policy review to offset today’s changes in lifestyle or income. Lead Generation.

 
 
These Tools Help Unlock Answers

How far will my retirement savings last me? How much disability insurance do I really need? Is life insurance important at every stage of life? When it comes to financial planning, questions abound. These tools help clients unlock answers. 

 
Tax Table Changes

Want to see the changes to the 2018 income and estate taxation side-by-side with 2017? Check out these up-to-date Tax Tables brought to you by AIG’s Advanced Markets Department! Tax Tables. Other Advanced Markets Resources. 

 
New AXA Podcast: Tax Cuts and Jobs Act

Join AXA’s Mark Teitelbaum as he interviews Robert Keebler, on the major provisions in the tax bill that relate to individual taxpayers, businesses and business owners. Their conversation covers the major provisions to open discussions with your clients, and the planning opportunities coming out of the tax bill. Learn more.

 
26 Sales Flyers: Get Prospecting!

You read that correctly. AIG has 26 different sales concept flyers (Single no kids, Protect your home, etc.) ready for you to use with clients today – or fill them out with your contact info and send them off to prospect. Sales Collateral.

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

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