Services
As a Broker General Agent, Eschels Financial Group strives to be the Consultative Partner in the advisor’s practice, allowing them to grow their business infinitely amongst this ever-changing insurance industry.
With over 30 approved insurance and annuity carriers, provide a vast selection of products, including:
- Universal Life
- Whole Life
- Final Expense
- Long Term Care
- Disability Income
- Predictable Retirement Planning
- Annuities
Our brokerage operation guides advisors step-by-step from the very beginning of the sales process, with a focus on diagnosis and solution, rather than product, providing:
- Presentation Training
- Developmental Tools
- Case Design
- Back Office Support
- Advisor Tools
Our experience with personalized sales training, both in advanced markets and day-to-day client solutions, provides a concierge approach to the individualized needs of all advisors, regardless of tenure in the industry. The independent advisor often needs a detailed map from start to finish that includes illustration discussions, presentation training, new business administration, and underwriting guidance. The advisor has the most challenging job: finding the client, and Eschels Financial Group is in a unique seat; one which advocates for both advisors and their clients.
In Addition to helping advisors with their cases prior to the sale, Eschels also provides outstanding case support by shopping the case to several carriers prior to submission to determine how each carrier views the case. Once the application is submitted, we work with the underwriter to achieve the best possible outcome for the client.