Bi-Weekly Update from MVP Financial Services
Bi-Weekly Update from MVP Financial Services
    Bi-Weekly Update from MVP Financial Services, Inc.             11/23/2021    
Dear Most Valued Partner, 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 --> Manage My Subscription
Thanksgiving is traditionally the time we look back and give thanks. We are grateful for your business, and we hope that you enjoy a wonderful Thanksgiving holiday! 
Duking it Out
Our CEO, Jim Chrisler (R) and Chad Dahlke (L),
VP, Strategic Relationship Management, Prudential 
Duking it Out
If a picture could paint a thousand words...
This is what negotiation can feel like. 
MVP Financial does this for you and your clients every day because we are passionate about finding and getting the best solution possible for all of your very needed, real-life solutions.
Jim Chrisler, Mary Lou Paul and Dawn Nelson, CLU ChFC, attended the Aimcor Group annual meeting in Florida last week where they met (or sparred ūüėČ) with all of our top carrier's. We do what we can to nurture those relationships!

Is Time on Your Side? 

It's time to start thinking about meeting your year-end goals. All carriers have established year-end deadlines for getting cases paid for inclusion in your 1099 MISC for the year.
This is important because the year-end date for most IS NOT December 31! AND for some carriers this date is much earlier than you would think. 
We have put all of these deadlines in one convenient place... check out our website's Events Calendar. 
As always, contact your MVP solutions representative with any questions. 
iGo Electronic Applications
DIY Quotes & Illustrations
Prepare by Talking About LTC
Clients want to talk about long-term care with their families but recent data shows they fall short. A recent Lincoln study found 97% of Americans surveyed agreed that families should be talking about long-term care (LTC) before it’s needed. However, for reasons that range from misinformation to individual feelings toward caregiving, many fail to initiate the conversation. 
Long-term care planning shares similarities with the many other client needs you address. An early start makes for more viable and better options, leading to more satisfied clients and referrals. To learn more, click here
2022 Estate Planning Guide
The numbers are in from the IRS and here are the top two for estate planning in 2022:
  1. Estate and gift tax lifetime exemption will increase to $12,060,000
  2. The annual gift exclusion limit will increase to $16,000 per donee 
Life insurance is widely used in estate 
and business planning because it 
provides an important source of 
liquidity when it is needed most ‚ÄĒ¬†
at the death of the insured.
For more information on gifting please view the estate planning guide.
Accelerated Underwriting
Electronic Policy Delivery

In case you missed it: The N2U Archives

This Information is for Advisors Only. Not for Consumer Distribution. 
MVP Website
Twitter Facebook LinkedIn YouTube
Office Locations
Edina Office Madison Office Fargo Office
St Charles Office Glenview Office Contact MVP
aimcor Group NAILBA NAIFA
Subscribe to our email list.