Bi-Weekly Update from MVP Financial
Bi-Weekly Update from MVP Financial
    Bi-Weekly Update from MVP Financial Services, Inc.             06/08/2021    
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
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Webinar is Tomorrow!
Join MVP Financial & AIG
Wednesday, June 9, 9:00 AM CDT

Help provide your clients with more growth & more protection:
  • PROTECT their principal from market downturns
  • OVERCOME key retirement challenges
  • GROW and ACCUMULATE more assets for retirement
The protection offered by annuities is more important than ever!
Annuity Care
Move Money!
Think about your clients with existing annuities. Do they depend on all of their annuities for retirement income? If not, you could reposition a portion or all of an annuity into a different annuity that provides tax-free benefits to pay for long-term care (LTC). It’s as easy as moving their money from tax-deferred to tax-free for LTC – and who doesn’t like the sound of that?
Review your business today to determine if you can make a good thing better for your clients!
Accelerated Underwriting
Tips for Working Virtually
Electronic Policy Delivery
Leading Tomorrow Returns
The second season of the popular monthly Care Solutions speaker series, Leading Tomorrow with OneAmerica, begins Thursday, June 10. 
Each of the six sessions has been designed to help you learn more about the topics that matter most to your clients, and to offer you inspiration and motivation for the important work you do. 
Click here to learn more and claim your spot!
Avoid this tax trap
Avoid This Tax Trap
As much as 85% of Social Security benefits could be subject to federal income tax. Consider moving assets to a deferred annuity in order to help reduce the extent to which Social Security benefits are taxed. A tax deferred annuity may be an option worth considering for your clients who are looking for the potential of long-term growth and the ability to reduce their taxable income.
To determine if your clients' Social Security benefits may be taxable, use this worksheet.

In case you missed it: The Archives

This Information is for Advisors Only. Not for Consumer Distribution. 
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