Survival tips for recent grads, Vitality Active Rewards with Apple Watch, Executive Bonus Plan Case Study and more

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ISSUE DATE:
June 29, 2017 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
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Video: Vitality Active Rewards with Apple Watch
 

John Hancock Vitality members love that they can order an Apple Watch Series 2 for as little as $25 by exercising regularly.  But did you know that it’s also a great conversation starter, lead generator, and relationship builder for you?  Watch this short video to learn more about this great benefit.

 
 
Help Grandparents Leave a Lasting Legacy

Along with family recipes, coin collections and other keepsakes, it’s also important for grandparents to leave behind non-tangible things like peace of mind and security. Life insurance can help grandparents secure the futures of their kids and grandkids. Use this What Would You Like to Pass Along to Your Grandkids? brochure to help your clients understand how the gift of life insurance can help leave a financial legacy.

 
Case Study: Executive Bonus Plan

You have a client who is a successful business owner and would like to reward one of her valued employees to help secure his future employment with the company. The employee has a young family with a substantial need for additional life insurance. Your client would also like him to have the option to get back up to 100% of the cumulative paid premiums if he doesn’t need the death benefit when he retires.  In a new case study, see how a business owner rewarded her employee using an executive bonus plan with a Symetra UL-G policy that included a Return of Premium (ROP) Rider. It gave the employee and his family added security and the possibility of additional retirement income, and it provided her business with a tax deduction.

 
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.
 

 

 
Survival Tips for Recent Grads

Are any of your clients recent grads? Help them prepare for the next phase of their life. These financial survival tips are well worth the share and can help them get through the present and prepare for their future more efficiently. 

 
 
 
 
Eschels Financial
Cyndi Stern
No Image Selected
(248) 644-1144
Email Me
View Website

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