What your clients’ aren’t saying, options for paying healthcare expenses in retirement, bridging retirement income gap and more

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ISSUE DATE:
July 19, 2017 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
Email Me
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Can You “Insure” Your Social Security Income?
 

When it comes to talking retirement, your clients are most likely concerned with the income they will have when no longer working: their pension checks, income from annuities, and Social Security. Are they concerned what happens to these sources of income when a spouse dies? Are they reliant upon all sources of income equally? If so, how can they insure they won’t “lose” their spouse’s Social Security income when death occurs?

Life Insurance can replace those lost dollars. Securing a Life Insurance Face Amount for a projected future value of a spouse’s annual Social Security income relieves financial stress at the loss of that loved one, and it is easier than ever with Drop Ticket applications!

Eschels Financial Group, from now until October 1, 2017, will pay YOU 5% more commission on your Life Insurance sale when you use the Drop Ticket method.
Call us at 248-644-1144. We will walk you through every step of the way.
  

 
 
Start Educating Female Clients about LTC Risks

The unpredictability of a health event requiring long-term care and its expenses could quickly derail a retirement income plan. Unfortunately, in comparison to men, women are more at risk of potentially needing long-term care or bearing the burden of providing care.Help the female clients in your practice understand the challenges they face by starting a long-term care conversation with them. Use these client and advisor-approved resources to make them aware of the need to plan. 

 
Podcast: Explore Client Options for Paying Healthcare Expenses in Retirement

Listen to Brett Berg, JD, LL.M., CLU®, ChFC® in our podcast and download our quick reference guide to help understand your clients’ choices now-before they retire. Listen and Download

 
Buy-Sell Marketing eKit

The Buy-Sell Marketing eKit provides educational and marketing resources to help you understand how life insurance fits into the various business planning needs of your clients.

 
Bridging Retirement Income Gap

Your clients are looking to you to help them achieve their retirement income goals. With this Retirement Income Analyzer, they have a step-by-step guide on identifying, evaluating, and learning how you can help them guarantee income for essential and lifestyle expenses.

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

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Securities and Insurance Products:
Insurance Products are not insured by the FDIC or any Federal Government Agency.
May lose value. Not a deposit of or guaranteed by any Bank or Bank Affiliate.

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