The Innovative Update

Updates by Innovative Solutions

January 27, 2023
For broker use only. Not for public distribution. Reproduction of this material is prohibited.

Update on Industry News and Products: January 27, 2023

New Year, New Market

Use these resources to bring the sales concept to life

Inflation is Real Challenge

Inflation Consumer Presentation

An eye opening chart illustrates how inflation can create a shortfall even for clients with a solid retirement income plan.
Showcases how longevity and market volatility magnify the risk of inflation.
Details the ways life insurance can address inflation risk and puts it all together for you.

The Market Can Be Uncertain

Considers how the timing of retirement with negative market returns could impact how long money will last.
The order of returns doesn't matter when saving, but it does when withdrawals begin.
Life insurance can help offset the risk of market uncertainty.

The Perfect Storm to Retirement

Rising inflation, increased market votality, geopoltical uncertanity, and a changing but likely rising tax enviroment are all factors creating a perfect storm for retirement planning.

Easy Reference Tax Guide

A very popular resource during tax season. Click the icon to download this guide by Prudential.

Advanced Markets

More on SECURE 2.0

In this article on SECURE 2.0, Mutual of Omaha Advanced Markets will discuss three specific provisions which take effect this year that could have implications for your clients' 2023 income and retirement planning. Listen now.

Marketing and Sales Updates

This week's updates:

Allianz – How to Help Clients Create a Tax Strategy
Legal and General - Three Trends that could Shape the Industry in 2023
Mutual of Omaha - Clients Like Convenience and Quick Decisions
Principal - Six Steps to Create Your Post-Pandemic Business Growth Plan
Prudential - The Secure 2.0 Act
Prudential - The Term Essential Reprice - What It Means for You and Clients
Securian - Securian Financial is Open for Premium Finance

Product Updates

This week's updates:

Corebridge - Increased Cap and Max Illustrated Rates, Effective January 21, 2023
Mutual of Omaha - Mutual Income Solutions: Now Available in New York
Principal - 10-Year & 20-year Guaranteed Issue Term (GI Term II) Available Effective January 16, 2023
Symetra - New Rates for Term Life Insurance, Effective January 27, 2023
Securian - SecureCare III Price Improvement, Effective January 23, 2023

The Last Insurance Company You'll Ever Need

www.innovativesolutions.net800.551.8289 Send us an email

222 N. Pacific Coast Hwy. Ste 2000El 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.

Manage your preferences | Opt out using TrueRemove®
Got this as a forward? Sign up to receive our future emails.
View this email online.

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

This email was sent to ldibugnara@innovativesolutions.net.
To continue receiving our emails, add us to your address book.