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The Innovative Update
Updates by Innovative Solutions
January 13, 2023
For broker use only.  Not for public distribution.  Reproduction of this material is prohibited.

Update on Industry News and Products: January 13, 2023

New Year, New Market

We are here when you need us
From sales support to underwriting, we have the digital tools to help your business grow.  All of us at Innovative Solutions look forward to a great year and growing business together.

Martin Luther King Jr. Day Closure


Our office will be closed on Monday, January, 16, 2023
in observance of Martin Luther King Jr. Day.

Most of our carrier partners are also closed or have limited hours as well.


Life's most persistent and urgent question is: "What are you doing for others?"
-Dr. Martin Luther King, Jr.

Bring the idea to life

Use a new approach to help clients combat inflation, market volatility, and higher health care costs. Conduct a holistic review of a client’s financial plan and gauge its health.
CLIENT PROFILE:
Who is this for:
  • Wants supplemental income
  • Concerned about taxes and market volatility
  • Wants to transfer wealth tax efficiently to the next generation
  • Long-term care concerns
What to ask:
  • What type of life insurance do you have in place?
  • When was the last time you reviewed your policy to make sure it still meets your goals?
  • Do you have a source for protected or supplemental income?
  • Are you confident that your savings will last, given the economic landscape?
  • Are you interested in flexible financial options should you incur a long-term care event?
Download the plan

Highlights of SECURE 2.0

After widespread bipartisan support, the long discussed SECURE 2.0 has passed both houses of Congress and was signed into law by President Biden on December 29, 2022.

Just like the SECURE Act of 2019 made significant changes to retirement accounts, SECURE 2.0 implements many more changes and expands on some changes made by the original Act. The new law has close to 100 provisions, but several of them are critical to the retirement planning process.

Listen to this Advanced Market Minute by Mutual of Omaha to hear some of the most important changes that will impact financial advisors.
LISTEN NOW

Marketing and Sales Updates
This week's updates:

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
El Segundo, CA | 90245 United States
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