Bi-Weekly Update from MVP Financial Services
Bi-Weekly Update from MVP Financial Services
    Bi-Weekly Update from MVP Financial Services, Inc.                10/29/2019    
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Regulatory Changes Coming
Effective January 1, 2020, all life products sold must be compliant with Principle Based Reserving (PBR), and the 2017 Commissioners Standard Ordinary (CSO) Table. All non-compliant life products must be placed inforce prior to December 31, 2019.
Make sure you know what you are selling - Many carriers have already made the regulatory changes to their products. Some carrier's products, meeting these regulations, won't be available until the new year.
Contact MVP if you are not sure, because no exceptions can be made after the carrier's deadline has passed. 
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Faster Coverage on IUL and VUL
AIG/American General has a purchase process that is simpler for your client, faster for us to support, and easier for you to complete!
Check out this flyer and satisfy your need for speed. 
Your November Marketing Plan
Use this turn-key marketing plan to help maximize your prospecting efforts and make the most out of this opportunity.
From building awareness and generating leads to setting appointments and offering solutions, each week includes a sales strategy and tool to help you move prospects down the sales funnel.
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Are They Planning to Use Their Business for Retirement?
Offer a complimentary, personalized analysis that includes the value of their business, their business transition plans, and their current personal retirement savings and investments. Any gaps or issues identified include recommended solutions. This puts you in the position to help bring value to your clients and create more sales opportunities. 
This Information is for Agents Only.   Not for Consumer Distribution. 
Celebrating 20 Years!
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