Bi-Weekly Update from MVP Financial Services
Bi-Weekly Update from MVP Financial Services
MVP News2Use
    Bi-Weekly Update from MVP Financial Services, Inc.                08/07/2018    
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Is a Trust Right for Your Client?
If your client has heirs with special needs, or with alcohol, drug or gambling problems, or who might have a creditor problem at any point, leaving them money can create more problems than it solves. If your client wants to have some say in how their life insurance proceeds are spent or distributed, then designating a trust as their beneficiary and having the trust manage funds for their loved ones can be a better solution. 
Life Insurance Planning with Trusts
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Facts Make the Sale
These handy detectors are easy to use, ask the important questions and are an excellent way to start a client conversation in a meaningful way. It’s the right thing to do to help your clients plan appropriately for their future while protecting your reputation and increasing your bottom-line.
Find Fact Finders Here
Life Insurance as an Asset
Your clients probably know that life insurance provides protection for their loved ones if they pass away. But are they aware of its other benefits? Life insurance is a powerful asset that can help them pay fewer taxes in retirement, better prepare for health surprises and get more value for their money. 
Share the living benefits of life insurance video to help clients understand the financial benefits they can access while they’re living. Learn more
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Social Security at Every Age
Thinking about Social Security now provides options later. Your clients are working hard, earning benefits that will reward them in the future. Help them imagine their retirement and living securely in the future that they can start shaping today. Sit down with your clients and help develop a retirement strategy. 
Calculate Social Security
This Information is for Agents Only.   Not for Consumer Distribution. 
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