Eschels Financial Group Welcome to 2018 and Sales Ideas

Video on successfully preparing for client meetings, the future of IUL, DI success tips and more

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ISSUE DATE:
January 3, 2018 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
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Video: Watch How You Can Easily Prepare for Successful Client Meetings
 

Our holiday wish for you is to make it easier to prepare the best match of clients’ needs to the right solutions. Don’t stress! We can help. Check out this video that shows how you enter age, income and a couple other data points to produce a tailored recommendation specific to each client. It combines “what” to sell based on their life stage and “how” to sell it based on their generation. Learn more

 
 
Tax Cuts and Jobs Act of 2017

The House of Representatives and the Senate passed the Tax Cuts and Jobs Act, which will be signed into law by President Trump in the near future. This special edition of John Hancock’s Central Intelligence summarizes the key provisions of the final bill. Click here to learn more. 

 
DI Success Tips – Common Medical Conditions

When your client has a medical condition, it does not necessarily mean they won’t be considered for Disability Income Insurance. Here are some common medical conditions that can still be covered. Read more

 
Seven Life Stages that Affect Life Insurance Needs

Your clients may not realize that their insurance needs change as their life does. Encourage your clients to periodically re-examine their life insurance needs by sharing this consumer-friendly article

 
Indexed UL – The Future Looks Bright

“Like many great innovations, Indexed UL has been a disruptive force in the industry that has stood the test of time” according to J.J. Bowman, AVP, John Hancock Insurance Product Management. Hear what else he has to say about the future of the Indexed UL market in this recent interview

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

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