Bi-Weekly Update from MVP Financial Services
Bi-Weekly Update from MVP Financial Services
MVP News2Use
    Bi-Weekly Update from MVP Financial Services, Inc.                11/12/2019    
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Latest Blog: Life Insurance Can Help Pay for Long-Term Care Needs
Charitable Planning
Life insurance can be an ideal solution for philanthropic minded individuals to make substantial charitable gifts. Help your client make a gift to charity or benefit their family by replacing the value of the charitable gift when it’s made.  
Charitable Planning w/ Life Insurance
MVP Contracting MVP Quotes MVP Apps Forms
Must Have Annuity Options
Some existing Non-Qualified Annuities do not have a Post-Death 1035 Option that allows for 1035 Exchanges upon the death of the annuitant or a Stretch Option allowing a beneficiary to stretch distributions beyond five years.  

You don't want to start a relationship with heirs by having to tell them that their only option is to take the money and pay the tax. Wouldn’t it be better to tell them they also have the option of rolling it over or stretching it out?
Agent Annuity Portal
A Look at Combo Products
LTC Combo products are built to combine long term care with traditional life insurance by giving access to death benefit in the form of LTC benefits.
The demand and production of combo products has grown, and insurers are striving to give consumers more options than ever. MVP can help you sort it all out for your clients. 
MVP Quick Apps MVP Events News2Use Archive
Sales Builder
Join us Thursday, November 14 @ 1PM CST for a 20' Sales Builder. Nationwide has structured CareMatters II to capture more tax advantages for your clients. Learn:
  • How LTC premiums qualify for a tax deduction or HSA eligibility
  • Why taking an HSA distribution to pay LTC premiums may be easier
  • Age-based  limits and how they apply
Register Here
This Information is for Agents Only.   Not for Consumer Distribution. 
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