Estate Planning is for Everyone

Every client can benefit from estate planning. Of course, estate planning needs vary from client to client, ranging from simple solutions to complex strategies custom-designed for high-net-worth clients.

To help determine the right approach to use with your clients and prospects, refer to this guide for an overview of the many estate planning strategies. Review the information to become familiar with the strategies and target client profiles; then, when you come across opportunities in your book of business, we can help you deliver the best approach to meet clients’ financial wellness needs.

Also, check out these additional resources, and watch our monthly sales solution video: 

Do All the Clients You Serve Have Life Insurance?

If there is one thing we’ve learned over time, it’s that when it comes to security and protection, life insurance is very important. The pandemic undeniably shifted the mindset of many and re-shaped how people view the future and their financial security. Therefore, more of your clients and prospects are realizing the importance of life insurance.  

According to research, 50% of your clients don't have any life insurance or they don't have the amount they truly need to protect. September’s Life Insurance Awareness Month (LIAM) is a great opportunity to get the word out, start a life insurance conversation with clients and prospects, and get families and businesses the life insurance coverage they need.

Don't settle for just one carrier or product that may not serve the needs of your clients. Talk to an MVP Financial representative for real-life solutions from an A+ list of carriers with affordable and diverse life insurance products.