Eschels Financial’s Weekly Update

Ready-to-go prospecting, shareable content for Valentine’s Day, women’s top financial questions answered, and more

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ISSUE DATE:
February 7, 2018 

 

Eschels Financial
Cyndi Stern
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(248) 644-1144
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Save Time with Ready-to-Go Prospecting
 

You need more time, we get it. Save a ton of time by using our content that is ready to use with the click of a button. No matter what age your client is, we’ve got tailored content that will work for them.  Are they a Generation Xer? A Baby Boomer? A Millennial? No problem.  Check out the prospecting tools on Generation Matters to engage prospects in the life insurance conversation. 

 
 
New Insure Your Love Shareable Content Available

Life Insurance is love insurance, which makes February and Valentine’s Day a perfect time to remind clients and prospects of their need for life insurance. This year’s theme is “This Is Love”. With this simple message, clients can see that gestures—large and small—all constitute love, including the purchase of life insurance. Find videos and social content, as well as links to free, downloadable materials on our Insure Your Love Microsite.

 
How Advantageous is it to Increase Savings?

Clients considering increasing their retirement savings in 2018? Clients generally know that it’s important to save all they can for your retirement, and you can help them assess the benefit with this tool from John Hancock. Read more.

 
Women’s Top Financial Questions Answered

Financial advisor, and Director of the WISE Group (Women Inspiring, Supporting and Educating), Nicole Spinelli, asked her advisory board to identify the most common questions from female clients. Read more from Lincoln Financial as they offer answers to women’s top financial questions. 

 
Underwriting Insight: Pathology Reports

Pathology reports are often a key part of insurance applicant medical records and the underwriting offers these customers receive. Learn more about the basic components of pathology reports, and how they affect your customers, in the latest Underwriting Dialogue from Legal & General America.

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

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