Research shows that female clients — more so than male counterparts — understand the importance of long-term care planning, and are willing to share decision-making responsibilities with their advisors. Women also are less likely to research financial products on their own, which suggests that they rely on their advisors to help them make informed choices. Learn more.
Informal Care Insights
“The Informal Caregiving Crisis” looks at the role of long-term care and how Nationwide can help. The talking points or the piece itself can support conversations with clients.
Raise Awareness of Alzheimer’s With Clients
Every 66 seconds an individual 65 and older is diagnosed with Alzheimer’s.1 Early detection and planning are two ways you can help your clients with their long-term care (LTC) options. Alzheimer’s is a progressive disease that leads to cognitive impairment and the inability of patients to care for themselves. The long duration of the disease may pose financial risk to the uninsured. Use the Alzheimer’s infographic and awareness fliers to help you start the conversation.
The Mechanics of Indexed Universal Life
With indexed universal life insurance, there are many different designs. Some index interest crediting strategies can get complicated, which makes it more difficult to explain to your clients. Watch the Mechanics of Indexed Universal Life video to learn more about one crediting method and index interest crediting strategy options. Learn more.
A Short Video You Can Share with Clients
Your clients may not have considered life insurance as an accumulation tool, but in many ways, it’s more than just a death benefit. Life insurance can provide their families with an asset that will help them keep their dreams and aspirations alive. Watch video.
Are You Selling Your Life Insurance Cases Using Drop Ticket?
Are you currently using paper applications for your Life Insurance sales? Have you considered trying the on-line “Drop Ticket” applications that almost EVERY carrier now has? Why bother? Well, your cases get processed more quickly as they as in good order, your client has their policy in force sooner and you receive your commissions faster from the carrier and……..
Eschels Financial Group, from now until August 1, 2017, will pay YOU 5% more commission above on your Life Insurance sales when you use the Drop Ticket method. Call us at 248-644-1144 and we will walk you through every step of the way.
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