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Bi-Weekly Update from MVP Financial Services, Inc. 03/17/2020

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READ: Insurance Planning for Women

Help Clients See Protection Needs During Tax Time

Tax returns and annual bonuses provide a great opportunity to help clients uncover planning needs and keep them on the path to financial wellness. As you review clients’ 1040s with them, use a new flyer to help you explain how a tax return or bonus can help them take advantage of life insurance’s protection and tax advantages.

Share this flyer with your clients

🍀DON'T LET YOUR LUCK RUN OUT! register for tomorrow's webinar:
Client's 1040: A Roadmap to Uncovering Planning Needs

Don't Be Foolish!
Save Wednesday, April 1, 2020 at 9:00 AM CDT for our exclusive webinar with Assurity. Watch your email in the coming days and register for: It's Foolish to Leave this Sale on the Table: How to Incorporate Critical Illness and Disability Insurance into Your Sales Process.

The Coronavirus is No Excuse
Keep your business rolling in... With our Quick App solutions, you don’t need to meet face-to-face with your clients to take an application or deliver the policy.

And with the accelerated underwriting possibilities, your clients may not need to meet with a paramed examiner either!

Go to Quick Apps

Prescreening Clients
Before you begin talking about details of an Asset Based LTC solution, it is best to prescreen the clients to get an idea of what they would qualify for.

There is no need to talk about solutions that the client may not qualify for. So, if you are not sure what information would be helpful, please use OneAmerica's
prescreening form that breaks down the information that will best help their underwriters prequalify your clients.

Speed Up Policy Delivery to Your Clients
Legal & General America is offering an advisor incentive for choosing e-delivery through June 30, 2020. We are giving away prizes of $200, $125 and $50 to three MVP advisors that deliver Banner Life policies via e-delivery. A minimum of five policies, e-delivered before Jun 30, 2020, qualifies your entry into the drawing.

Get more e-delivery information here

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

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