Eschels Financial Group-Women and Stages of Financial Planning Needs

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ISSUE DATE:
August 16, 2017 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
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Working with Widows
 

 Why focus on working with widows? 70% of wives changes advisors after her spouse dies, the average age of widowhood is 59.4 years old, there are 12 million widows in the USA and 1 million new widows each year. (source-Journal of Financial Services Professional, Jan 2016)

Protective Life Insurance Company has developed a new marketing program specially for this under served market with a grief guide, PowerPoint presentation and tips for rebuilding the new life.  Call us for details at 248-644-1144 and check out www.myprotective.com/widows.

 
 
Unlocking Success in the Business Planning Marketplace

John Hancock’s popular Business Planning Guide was recently updated with links to key materials. The following stand-alone sections of the Business Planning Guide can be downloaded: Prospecting. Business Succession Planning. Retaining & Rewarding Employees. Retirement & Estate Planning.

 
Starting the Healthcare Conversation Can Be Challenging

Prudential made it easier with compelling talking points and corresponding tools to lead your clients through. Start Talking.

 
Plan Your Clients’ Road to Retirement and Beyond

Learn how to use the “Life To The Max” interactive sales tool in your client meetings. It simplifies complex conversations into layman’s terms with easy-to-understand charts. See how you can click on various scenarios to see creative solutions to common retirement challenges.  View on demand training. Access Life to the Max

 
Women + Retirement + Insurance

Check out this “hot list” of the 6 challenges women face on the road to retirement by AIG’s Head of US Life Marketing, Michelle Miller, in INN Magazine. View article.

 
Quarterly Market Commentary from Dr. Quincy Krosby

Get a market checkup from Prudential’s Chief Market Strategist Dr. Quincy Krosby as she offers an outlook on the markets for the third quarter of 2017. Q3 2017 Retail Market Commentary.

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

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