Eschels Financial’s Weekly Update

Video on helping business owner clients, help with social media and more in this week’s newsletter.

No alt text
View in Web Browser

ISSUE DATE:
October 12, 2016 

 

Eschels Financial
Cyndi Stern
No alt text
(248) 644-1144
Email Me
View Website
Video: Help your Business Clients get Ready for the Future
 

If there’s a change in ownership, do your clients have a plan in place to make sure their business continues to succeed? Moreover, do they have the means to attract and retain key talent? With Nationwide Business Solutions Group (NBSG), you can make sure they do. We have the business succession solutions you need to help your commercial clients grow their business and safeguard for the future. Take a look at our Business Life: Getting Started video to learn more about what NBSG can do for you and your clients. Watch video.

 
 
October is the largest CD maturity month of the year
Have you asked your clients how they feel about the interest they are getting on their safe money? Is it held at the bank?  3 year and 5 year Multi-Year Guaranteed Annuities are available and provide the safety, liquidity and tax-advantages that the CDs do not. Ask us!

 
What does the Cost of Waiting really mean?

 Learn More

 You know you need to save money for retirement. You know you need to make a decision about where to put that money. If the low interest rate environment and ecomonic uncertainty have you at a standstill, that’s understandable. You may be worried that if you commit your money at today’s interest rate, you won’t be able to take advantage of a higher interest rate in the future.

So for now, you’re waiting…… That may seem like the sensible decision, but here’s something important to consider: nobody knows how long it will be before interest rates start to rise. And when they do, nobody knows how much they’ll rise. In the meantime, every year that you’re sitting on the sidelines, you may be losing out on potential interest that could take years to make up- even if you get a higher rate of return later.    

 
Help Clients Take Control of LTC Needs

At Nationwide, we want to help you prepare your clients for potential long-term care (LTC) needs in retirement. By repositioning assets into a Nationwide CareMatters policy, your clients can create a larger pool of money for LTC expenses. Read more. 

 
New Advanced Markets Website

Symetra’s new advanced markets website is packed with comprehensive solutions that can help boost your knowledge and sales in the advanced markets space. Features include a refreshed look and enhanced user experience and twelve tool kits spotlighting wealth transfer and business planning concepts, plus sales ideas, success stories and customizable Illustrations. Increase your year-end life sales with our comprehensive legacy planning strategies. Downloadable kits are available on our new Advanced Markets website. 

 
 
 
 
Eschels Financial
Cyndi Stern
No alt text
(248) 644-1144
Email Me
View Website

Connect with Us!

Facebook

Forward
 
No alt text
 

Securities and Insurance Products:
Insurance Products are not insured by the FDIC or any Federal Government Agency.
May lose value. Not a deposit of or guaranteed by any Bank or Bank Affiliate.

We respect your privacy and do not wish to disturb you. You can unsubscribe to these emails online, or by sending a written request via U.S. Postal Service to:
 555 South Old Woodward Ave Suite 755 Birmingham, MI 48009

To prevent mailbox filters from deleting or hiding these messages and offers, please add cyndi@eschelsfinancial.net to your address book.