This is a preview email.

 
The Innovative Update
Updates by Innovative Solutions
June 9, 2023
For broker use only.  Not for public distribution.  Reproduction of this material is prohibited.

Sales Ideas and Industry News
June 9, 2023

Office Closed

Innovative Solutions Insurance Services offices will be closed for a company holiday on Monday, June 19, 2023.


Life Insurance for the Business Owner
One conversation with a business owner can create exponential opportunities.
Owners of 1,000 businesses shared their thoughts on their priorities and what plans they have in place.
Business owners ranked these priorities as their top 5:
  1. Business protection
  2. Health and wellness solutions
  3. Income protection
  4. Business succession planning
  5. Non-medical benefits
To learn more, click here. 
Contact your sales leader at Innovative Solutions to help put these benchmarks in action.

Business Planning

Just one conversation with a business owner initiates exponential opportunities. These lie in the varied needs of the business itself, and in the personal planning needs of the business owner and employees, as well as family members. Bring this idea to life ...
Fidelity Center of Influence Brochure

What to ask

  • How are you going to transfer the business tax-efficiently?
  • Who would you like your business transferred to?
  • Are you counting on your business for your retirement income?
  • Would your business continue without you or another key person?
  • If you sold your business today, could you get the value you want?
  • Are you concerned about chronic illness for yourself or your spouse?
Download the profiler

Marketing Updates

This Week's Highlights...

Product Updates

This week's updates...
The Last Insurance Company You'll Ever Need
Twitter YouTube LinkedIn
www.innovativesolutions.net | 800.551.8289
Send us an email
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.

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.
powered by emma