April 17, 2020

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individual Solutions Report
 
  We understand that uncertainty is stressful and that demand is high for information and insight. As developments related to COVID-19 continue to evolve, we are making every effort to keep you informed of the impact on the life insurance and wealth management industry, provide guidance, tools and resources on actions to consider and offer tools you can use with your clients.
 
Please read through the sections below for content related to COVID-19 and additional ongoing business topics.
 
 
 
 
  LIFE INSURANCE  
 
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NEW RESOURCES
 
  Sample Client Comfort Letter »  
 
  Providing Assistance for Small Business »  
 
 
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  WEALTH MANAGEMENT  
 
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NEW RESOURCES
 
  DiMeo Schneider & Associates, LLC  
 
  Lenox Advisors  
 
  Wealthspire Advisors  
 
GENERAL
 
 

Big Question Series

 
 
  NFP’s Sales Enablement team has launched a “Big Question” series to deliver timely information in uncertain times. Each piece focuses on big questions we’ve heard from clients on various topics, with an NFP subject matter expert providing answers and insight.  
 
  The CARES Act and Retirement Plans »  
 
  SME: Joel Shapiro; Presenter: Kameron Jones
 
  Key Takeaway: Pieces of the recent CARES Act can help both employers and their employees with potential cash flow issues resulting from the current challenging environment.
 
  Canadian Legislative Updates Employers Need to Know »  
 
  SME: Adom Postma, Partner at MNP, LLP; Presenter: Alecia Henderson
 
  Key Takeaway: On April 11, 2020, the Canadian government passed the COVID-19 Emergency Response Act, No.2, which establishes the foundation for the Canada Emergency Wage Subsidy (“CEWS”). This video provides a high-level overview of this legislation, including who is eligible, how an organization qualifies for this program and other considerations for employers to be aware of.
 
Individual Solutions Report
 
 

NFP Launches
Insights from the Experts
Podcast Series

 
 
  Expertise is a critical differentiator as complexity increases. In uncertain times, this expertise becomes even more essential as insights on trends and clarity on opportunities inform critical decisions and actions. To meet this need, NFP is introducing the Insights from the Experts podcast series. Each episode will showcase timely perspectives from members of the NFP community, delivering information, analysis and solutions that address our clients’ most significant challenges. Share this podcast with clients and prospects to help them stay up to date on the latest in the industry.
 
Listen to Episode 71: FFCRA FAQs, State COVID-19 Updates and Potential Phase 4 COVID Legislation
 
Subscribe through iTunes or Google Play to be automatically notified when new episodes are available.
 
 
     
 
  Current subscribers to NFP’s Benefits Compliance podcast are automatically subscribed to our Insights from the Experts podcast series. You can access archived episodes of the Benefits Compliance podcast by year in the playlists section. Archived episodes of Innovation Conversations with NFP are available here. All future podcast episodes will be uploaded to the Insights from the Experts podcast playlist.  
 
GOOD NEWS
 
  55 Positive News Stories You May Have Missed During the Coronavirus Outbreak »  
 
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  Interested in updates on NFP’s other lines of business?  
 
 
4/17 20-IS-LIFE-GEN-0212
 
This information has been provided as an informational resource for NFP clients and business partners. It is intended to provide general guidance, and is not intended to address specific risk scenarios. Regarding insurance coverage questions, each specific policy must be reviewed in its entirety to determine the extent, if any, of coverage available for the impact of the Coronavirus. If you have questions, please reach out to your NFP contact.
 
NFP and its subsidiaries do not provide tax or legal advice. Links to third party websites are for informational purposes only and are not an endorsement by NFP. NFP does not guarantee the accuracy of these websites or that they will be appropriate for your situation.