Eschels Financial Group Working With Large Cases

5 steps to winning big in the affluent market, tax guide for LTC, making an all-star LinkedIn profile, and more

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ISSUE DATE:
March 13, 2019 

 

Eschels Financial Group
Cyndi Stern
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(248) 644-1144
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5 Steps to Winning Big in the Affluent Market
 

Research reveals that the total life insurance-coverage need gap among affluent individuals is $1.2 trillion, which presents a significant sales opportunity. However, these sales can also present unique challenges and high expectations. Here are five ways to help you successfully navigate large-case opportunities.

 
 
New Client Guide: Estate Strategies

The latest Advanced Markets Insights guide from Columbus Life explains estate strategies that may help clients preserve assets with life insurance. View the guide.

 
Asset-Based Long Term-Care Benefits – Tax Guide

The favorable treatment of asset-based LTC products remains unknown to many Americans. Help your clients understand the taxation and tax benefits of asset-based LTC products in both individual and business settings. See the guide.

 
Engage Clients and Prospects with an All-Star LinkedIn Profile

Today, there are so many options to build and nurture relationships with your clients and prospects beyond traditional face-to-face settings. Digital resources, like LinkedIn for example, allow you to engage with your network anytime, from anywhere. And when it comes to your LinkedIn profile, here’s a checklist of some quick wins for you to implement today to help you make the most of this channel.

 
Weekly Economic Review & Outlook: Weak December; Strong 2018

Economic activity slowed at the end of last year, with annualized real GDP down to 2.6 percent for the fourth quarter. Even with this slower pace, however, real GDP growth accelerated to 2.9 percent for all of last year – essentially the same as in 2015, and with no year of faster growth since 2005. Read more.

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

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