email : Webview : Weed out unrealistic expectations

Bi-Weekly Update from MVP Financial Services, Inc. 04/13/2021

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

Read our latest blog: "But, You Said..."

COVID-19 Updates from MVP Carriers and Vendors

DIY Quotes & Illustrations

iGo Electronic Applications

Quick Apps & Drop Tickets

Shorten the Sales Cycle
Avoid stalled deals and client procrastination with the goal of shortening the sales cycle and helping clients make a decision faster and with less effort. Motivate clients to take action by uncovering the reasons for inaction and understanding the importance of client goals in the sales process.

Listen to this months Hancock Talks podcast: Listen now

Retirement Protection
While it is common for families to insure against risks that will impact their financial security during working years, such as premature death or disability, it is far less common for them to insure against risk in retirement.

When risk events occur, permanent life insurance can be used to preserve, and even replenish, lost financial capital. Show clients and prospects how permanent life insurance can help them face the biggest retirement risks.

Accelerated Underwriting

Tips for Working Virtually

Electronic Policy Delivery

Prevent Unrealistic Expectation
Less than 10% of Applicants Qualify for Best Underwriting Class. Your clients may look healthy, but that is no indication that the underwriting process won’t uncover something from a mortality point of view.

Use MVP’s Underwriting Criteria Questionnaire to quote the right classification the first time without setting unrealistic expectations for the underwriting outcome.

Underwriting Marijuana Use
April 20 has become known as "weed day" and with this date approaching, it is a good reminder of the long-term mortality risks considered when underwriting marijuana users.

Whether marijuana use is legalized in your state or not, you may have clients and prospects who use it. To "weed" out the usage (pun intended), and avoid surprises, use our Underwriting Criteria Questionnaire above, and reference our Marijuana Use Guidelines to navigate how various carriers contemplate this risk factor.

In case you missed it: The Archives

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

Manage your preferences | Opt out using TrueRemove™
Got this as a forward? Sign up to receive our future emails.
View this email online.

This correspondence is intended for agent use only and was sent by, MVP Financial Services, Inc. | Corporate Office | 888-774-4687
Glenview, IL | 60025 United States

This email was sent to .
To continue receiving our emails, add us to your address book.