June 12, 2020

view email in browser »

 
 
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 
 
_________
 
NEW RESOURCES
 
 John Hancock: New Client Guide » 
 
 John Hancock: Planning in Action – “Helping business owners navigate uncertainty” » 
 
 White Paper: Have Your Cake and Eat It Too: Income Tax Deduction » 
 
 White Paper: Executive Bonus Plan with a Twist » 
 
 Case Study: Tax-Advantaged Retirement Income » 
 
 White Paper: Executive Bonus Plan » 
 
_________
 
 Wealth Management 
 
_________
 
NEW RESOURCES
 
Dimeo Schneider & Associates, LLC
Lenox Wealth Advisors
Wealthspire Advisors
GENERAL
 
 

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. Share this podcast with clients and prospects to help them stay up to date on the latest in the industry. 
 
 This week:
Podcast Ep. 80: A PCOR Revival: Background on PCOR Institute and Fee
 
 
 In this episode, Chase Cannon and Suzanne Spradley recap the 10-year extension of the Patient-Centered Outcomes Research (PCOR) fee, which is now set to run through 2029. Chase digs into the background of the PCOR Institute, the nonprofit organization funded by the PCOR fee, which supports clinical effectiveness research, including studies on treatments and outcomes for a wide variety of conditions and illnesses. Chase and Suzanne discuss some of the content spotlights on the PCOR Institute webpage, including several studies relating to diabetes treatments. The two also discuss the revival of the PCOR fee and the IRS’s recent announcement of the adjusted fee amount. They close by addressing several questions that have arisen from employer failures to pay the fee in past years. 
 
 Subscribe through iTunes or Google Play to be automatically notified when new episodes are available. 
 
 
GOOD NEWS
 
 Artists Follow Coronavirus Guidelines with Drive-Thru Art Gallery » 
 
_________
 
 Interested in updates on NFP’s other lines of business? 
 
 
 
 
6/12/20 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.