Eschels Financial Group Women and Legacy Planning

Aug 7, 2019 | Eschels Blog, Retirement Planning






Eschels Financial Group Women and Legacy Planning

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Women and Legacy Planning
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If you’re interested in growing your business, serving women customers should be an integral part of your plan.

Infosnack - Women And LegacyThree quarters of Baby Boomers make charitable giving and legacy planning part of their financial plan.However, women with high personal incomes (over $100,000) are less likely to have individual life insurance plans than men with similar income levels.

Help your female clients understand their different options for leaving a mark on the world, whether it’s for their family or a charitable organization, by sharing this Wealth Transfer Client Guide with them. And remind them that life insurance is one of the most powerful ways to help a client leave a legacy! 
 

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Cyndi Stern

Eschels Financial Group

Email: cyndi@eschelsfinancial.net
Phone:  (248) 644-1144

  
         
     
555 South Old Woodward Ave Suite 612, Birmingham, MI 48009
P: (248) 644-1144
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