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The Innovative Update
Updates by Innovative Solutions
April 7, 2023
For broker use only.  Not for public distribution.  Reproduction of this material is prohibited.

Sales Ideas and Industry News
April 7, 2023
Spring is a great time for all things NEW!  See below for new updates.

What's New 

From Jason Kidd, Senior Vice President of Sales
I just came back from the Libra spring conference.  It was full of great information along with many of our partner carrier's senior leadership teams discussing topics such as efficiencies in the underwriting value chain and ideas for stacking complimentary life products.  We are in a perfect storm for planning.  Check out my video recap below.


New Carrier Alert - Columbus Life
We are pleased to announce our newest partnership with Columbus Life, which include a competitive range of products such as Indexed Universal Life, Survivorship Indexed Universal Life, Guaranteed Universal Life, Term and Annuity product offerings.  Stay tuned for more updates and reach out to your sales leader for further details.

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.
Tax Cuts and Jobs Act of 2017 (TCJA)
Don't wait to see it sunset. Make the most of it today.
The sun is setting on the planning opportunities that still exist today under the Tax Cuts and Jobs Act of 2017 (TCJA).  Plan now while federal estate tax exemptions are at an all-time high and income tax brackets are lower. The deadline to take advantage of certain tax opportunities is 12/31/25.  Check out this great article from Prudential to read more on what you should know. 
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Marketing and Sales Resources
This week's updates:

Product Updates
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222 N. Pacific Coast Hwy. Ste 2000 | El Segundo, CA 90245
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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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