Bi-Weekly Update from MVP Financial Services, Inc. 07/23/2019
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Save the Date: 8/5/19 @ 10:30am Do you work with clients who have professional service businesses–like doctors, attorneys, and engineers? If so, you know that buy-sell funding for them presents special challenges. Learn how the tools we have can help you address their substantial liquidity needs. PLN Conference Call Details
Accelerated Underwriting It is the quick and easy path to an underwriting decision; usually without involving labs or exams. However, it's important to be mindful when promoting these types of programs. Many of your clients may not qualify for accelerated underwriting, so it's vital to set appropriate expectations ahead of time. Know the details to these programs beforehand and prescreen your clients. Accelerated Programs
Do You Have Clients That Are Business Owners? Businesses, big and small, are an important part of communities and strengthen the economy. While financial
planning may not make it to the top of their busy to-do list, helping them put a plan in place is easier than you think. Planning Solutions for Business Owners
A Predictable LTC Premium With a Nationwide CareMatters® II long-term care policy, clients always have a premium they can depend on. That’s because, unlike many traditional stand-alone LTC policies, the premium payments are guaranteed to never increase, the benefits are guaranteed to never decrease and the policy remains a liquid asset should a policyowner ever need to access it. See more...
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