Bi-Weekly Update from MVP Financial Services, Inc.
Bi-Weekly Update from MVP Financial Services, Inc. 09/04/2018
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What is a Personal Trust? A personal trust is an estate-planning tool that offers more flexibility than a traditional will. It lets you determine and control key factors regarding your assets, including how they’re distributed, to whom, and when.
Resources for September The Life Happens message reminds us that no one knows what the future holds. It gives those of us in the insurance industry the opportunity to let people know that we're in the business of helping them be prepared for the unexpected. Get the word out to your clients and prospects about the importance of life insurance protection with these resources and materials.
Plan for this Retirement Problem Rising health care costs and longer life expectancy is becoming a systemic issue for many Americans who are planning for their retirement. These agent resources can help you prepare your clients to address the challenges of living a longer life: Get the resources
Life Insurance for Business
Life insurance opportunities for companies with employee stock ownership plans (ESOPs) September 10, 2018; 10:30 - 11:00 AM
Call Objectives:
Highlight our ESOP capabilities
Identify solutions available for companies owned by ESOPs
Review the new ESOP Repurchase Obligation Funding Proposal
