May 1, 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
 
  Opportunities to Leverage Current Low AFRs »  
 
  White Papers from Pacific Life About Inherited IRA, IRA Max, and SLAT »  
 
  Succession Capital Alliance’s Five Opportunities to be a Leader in this Uncertain Environment »  
 
  IRA Maximization: What is it, How does it work, Advantages & Disadvantages »  
 
  Charitable IRA Maximization: What is it, How does it work, Advantages & Disadvantages »  
 
WEBINARS
 
  April 27: Disaster Relief Loans Webinar Archives »  
 
  Webcast Replay: Event Cancellation and COVID-19 »  
 
  Upcoming  
 
Return to Work Series Starting Monday, May 4
  • Returning to work is a priority for many clients and in a COVID-19 environment, expertise and thoughtful planning are essential. To support clients as they prepare for these transitions, NFP is hosting a webinar series featuring timely insights from our experts across business lines.
     
    The series starts on Monday, May 4, and continues throughout the month. Learn more about each topic and register for each webinar below.
 
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  WEALTH MANAGEMENT  
 
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NEW RESOURCES
 
Dimeo Schneider & Associates, LLC
Wealthspire Advisors
Lenox Wealth 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. 
 
  How Restaurants Are Surviving »  
 
  SME: Aaron Ginsberg, Welcome Conference
Interviewer: Jenna Johnson, NFP

Key Takeaway: The global pandemic has hit the hospitality and restaurant industry very hard, but there are positives and ways restaurants can help survive and learn from this to be better positioned when we normalize.
 
 

NFP’s Insights from the Experts
Podcast Series

 
 
  Each episode of the Insights from the Experts Podcast will showcase timely perspective from members of the NFP community, delivering information, analysis and solutions that help to address our clients’ most significant challenges. Subscribe to this podcast to stay up to date on the latest in the industry.

This week:
Episode 74: Benefits Compliance and Return-to-Work Considerations

In this episode, Suzanne Spradley and Chase Cannon look at benefits issues relating to returning to work, as companies begin mulling reopening and bringing back employees. They start with a discussion of benefits eligibility, COBRA and premium payments relating to furloughs and layoffs and how these issues may have broader effects on organizations. Suzanne then outlines some issues employers should consider when collecting premium payment from employees in arrears, how to handle waiting periods for rehires and what to do with employee FSA (both health and dependent care) elections upon return. Suzanne and Chase close with a short discussion on plan amendments and employee communications.


Subscribe through iTunes or Google Play to be automatically notified when new episodes are available.
 
 
 
GOOD NEWS
 
  Instead of Selling Lemonade, Boy Sets Up ‘Drive-By Joke Stand’ to Spread Laughter During Quarantine »  
 
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Interested in updates on NFP’s other lines of business?
 
5/01/20 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.