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The Innovative Update
Updates by Innovative Solutions
May 12, 2023
For broker use only.  Not for public distribution.  Reproduction of this material is prohibited.

Sales Ideas and Industry News
May 12, 2023
Insights to help business owners plan for the future

Thursday, May 25, 2023 | 10 am PST
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. 
Click to register for webinar
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Long-Term Care Planning Study

At some point in their lives, most people will need long-term care support. The stats don’t lie. But most people don’t respond to stats, they respond to meaningful conversations.  Let’s explore the information you can use to start the discussion with your clients from our partners at OneAmerica.
Explore the resources and information
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Does this sound familiar?

"No need for long-term care (LTC) insurance — there’s plenty of money to self-fund.”
This is one of the most common objections we hear from both consumers and agents alike. If you’ve ever struggled to make the case for LTC coverage, this is the video for you.  In three minutes, you’ll learn from Securian how to succinctly overcome this objection by understanding:
  • Where LTC protection fits into a retirement portfolio
  • Why the power of leverage matters
  • How LTC protection may help improve a client’s overall risk tolerance
Get started
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REMINDER - 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

Product Updates
This week's updates:
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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
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