Bi-Weekly Update from MVP Financial
Bi-Weekly Update from MVP Financial
MVP News2Use
    Bi-Weekly Update from MVP Financial Services, Inc.               03/05/2019    
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Reposition Their Assets
Asset Based LTC is repositioning assets or income that the client does not need to live off of.
OneAmerica's ability to accept funds from virtually any source and on a life or annuity contract allows you to maximize the clients assets for an extended care event. 
LTC protection at your fingertips
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Leverage Their Assets
High net worth clients need innovative ways to protect, build, and transfer wealth. 
A premium financing strategy may be useful to high net worth individuals who don't want to liquidate assets and could benefit from leveraging life insurance for legacy and business planning.
Watch: Premium Financing-The Conversation Starter
Special Needs Planning
In many cases, a combination of family assets and government programs is not enough to provide the quality of life desired for loved ones with special needs. That makes preparing for the future of paramount importance.
The use of a special needs trust funded with life insurance can be an important part of any strategy for someone with special needs.
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Policy eDelivery
Like it or not, many carriers are making the transition to Electronic Delivery for policy issue. This no-paper method provides customers a secure delivery experience, ensuring In Good Order delivery submission for faster placement. 
To learn more about Policy eDelivery, contact MVP.
This Information is for Agents Only.   Not for Consumer Distribution. 
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