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The Innovative Update
Updates by Innovative Solutions
April 28, 2023
For broker use only.  Not for public distribution.  Reproduction of this material is prohibited.

Sales Ideas and Industry News
April 28, 2023
Insights to help business owners plan for the future

Thursday, May 25, 2023 | 10 am PST
Click to register for webinar
Do you have a client that owns a small business? 
Join us for a call to learn more about the opportunities and how to approach clients.
Small business owners have a lot on their minds and financial planning may not always make it to the top of the list. The below survey asked business owners to rank their top priorities and whether they had a plan in place today.  These results show that many still need help and that there are tremendous opportunities in this market. 
Join our call by registering via the link above.
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2023 Survey
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NEW! Client Portal

The Vive Client Portal is a new subscription service that allows you - as an agent - to create a customizable, co-branded site which links to your existing Vive account.  A personalized page can then be used to market directly to prospective customers-- giving them the ability to quote and start a term insurance application on their own.  For more information, please contact your sales leader at Innovative Solutions and watch the short video below.
Vive Client Portal Overview
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Focus on your connections

Marketing and Sales Resources
This week's updates:

Product Updates
This week's updates:
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www.innovativesolutions.net | 800.551.8289
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222 N. Pacific Coast Hwy. Ste 2000 | El Segundo, CA 90245
For broker use only. Not for public distribution. CA License #0C15062
Reproduction of this material is not allowed.

Disclaimer: Innovative Solutions Insurance Services does not give legal or tax advice.  This information is general in nature, may be subject to change, and does not constitute legal, tax or accounting advice from any company, its employees, financial professionals or other representatives. Applicable laws and regulations are complex and subject to change. For advice concerning your individual circumstances, consult a professional attorney, tax advisor or accountant. Underwriting offers are subjective and still subject to carrier requirements and full underwriting interpretation.

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222 North Pacific Coast Highway, Suite 2000
El Segundo, CA | 90245 United States
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