Bi-Weekly Update from MVP Financial Services
Bi-Weekly Update from MVP Financial Services
    Bi-Weekly Update from MVP Financial Services, Inc.                08/06/2019    
Hi Colleague - Welcome to the new issue of MVP's News2Use. 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 --> Subscribe
   Read MVP's Brokerage Insight$ Blog - A Huge Financial Concern for Home Owners   
Get Ready to Set Sail!
What is YOUR Succession Plan?
When it comes to succession planning, you owe it to your clients to make sure that they will be taken care of when you are no longer in the business. Whether you retire become ill/disabled or die, what is your business succession plan? 
MVP Contracting MVP Quotes MVP Apps Forms
Transfer-for-Value
John Hancock's Transfer-for-Value BYA was recently updated to address some of the reporting requirements and proposed regulations for reportable policy sales. As a reminder, reportable policy sales are subject to transfer-for-value rules (i.e., death benefit is taxable), and no exceptions apply to avoid this tax treatment. 
MVP Quick Apps MVP Events News2Use Archive
Four-Table Shave Program
It can be frustrating when your client, who thinks they are totally healthy, ends up rated table C or D. Well, good news – from now until the end of 2019, permanent cases that might normally be rated tables B, C or D will get a Standard rating with Securian Life. 
Assurity Product Launches
The new Assurity Critical Illness (CI) and Whole Life (WL) Insurance are now available in most states. 
The new CI policy offers one streamlined product with simplified underwriting up to $75,000, as well as a wider range of available benefits to help meet clients’ needs.
In addition to adding 10-pay, 20-pay and pay to 65 options to WL, the new product has a built in Chronic Illness (101g) rider, and an increase to their Non-Med limits. Also, Accelerated Underwriting on this product is now available. 
This Information is for Agents Only.   Not for Consumer Distribution. 
Celebrating 20 Years!
Twitter Facebook LinkedIn YouTube
Edina Office Madison Office Fargo Office
Contact MVP St Charles Office Glenview Office
aimcor Group NAILBA NAIFA
Subscribe to our email list.