Bi-Weekly Update from MVP Financial Services
Bi-Weekly Update from MVP Financial Services
Dear Most Valued Partner, Happy New Year and welcome to the new issue of MVP's News2Use. As always, we hope you find this newsletter to be helpful and forward it on to a colleague. If someone has forwarded this to you, please consider subscribing --> Manage My Subscription 
  JAN 11 2022

Set Your Clients Up for Success in 2022

A common misconception about life insurance is that you never have to review the insurance need.  Whether policy holders have experienced a life event or have a complex coverage situation, odds are that your clients have a coverage gap.
Offering and conducting policy reviews allows you to reconnect with clients or connect with prospects about their protection needs. Giving you the chance to talk about whether or not the life insurance policies they purchased are still the right policy type and coverage amount to meet their current needs.
A complete policy review should involve more than just a current life insurance death benefit analysis, and we have the tools to assist your efforts. Uncover potential sales here

Do You Know Any Business Owners?

Our almost guaranteed issue programs have insured 300 employees in the past 12 months for a total premium of close to $800K. These options have dramatically improved employee retention and personal protection, while at the same time, had a great impact on the bottom line for our advisors.
Use the Business Needs Assessment tool from Principal to get started. As always, contact your MVP solutions rep with your next case.  

2022 Social Security Changes

Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 5.9 percent for 2022. This Social Security Administration document compares 2021 and 2022 updates for a number of items, including maximum taxable earnings, disability thresholds, and maximum social security benefits. You may have some clients who would find this information helpful. 

Help Clients Reach Their Financial Goals in 2022

The new year offers your clients new opportunities to get their financial plans in order, including creating an estate plan. Help them better understand the need and importance of planning with this article. Then help them take the first step by getting a free will created today. 
Helpful links for your business
MVP website
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MVP Locations

Edina Office
Madison Office
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St Charles Office
Glenview Office

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This Information is for Advisors Only and Subject to Change. Not for Consumer Distribution. 
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