September 11, 2020

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individual Solutions Report
 
 Please read through the information below for content related to industry resources related to Individual Solutions additional ongoing business topics.  
 
GOOD NEWS
 
 Teen Selling His Homemade Vanilla Extract Raises Thousands for Local Food Bank » 
 
WEALTH MANAGEMENT
 
 

NEW RESOURCES

 
 
 
Dimeo Schneider & Associates, LLC
Lenox Wealth Advisors
Wealthspire Advisors
LIFE INSURANCE
 
 

NEW RESOURCES

 
 
 
 Pacific Life: The “Use It or Lose It SLAT”  » 
 
 Spousal Lifetime Access Trust (SLAT) White Paper » 
 
 Tax-Advantaged Retirement Income Case Study » 
 
 Spousal Lifetime Access Trust (SLAT) Case Study » 
 
 Survivor Lifetime Access Trust (SLAT) with Supplemental Income Case Study » 
 
 Planning for Your Estate & Business Succession Guide » 
 
GENERAL
 
 Introducing NFP’s 2020 US Benefits Trend Report » 
 
 This comprehensive, annual report of employee benefits trends provides employers with data and analysis that helps them chart a course toward better outcomes for their organizations and their employees.
 
 
 

PODCASTS

 
 
 
 

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. 
 
 In this episode, Chase Cannon and Suzanne Spradley review new DOL guidance on FFCRA leave (emergency paid sick leave and emergency family and medical leave) relating to the new school year. Chase outlines a few scenarios on school reopenings, including full and partial openings and virtual learning, and how an employee might or might not qualify for FFCRA leave. Chase and Suzanne then jump into a recent New York lawsuit challenging several provisions of DOL FFCRA guidance. The two close the podcast discussing the lawsuit’s potential impact on employers in and out of New York. 
 
 Subscribe through iTunes or Google Play to be automatically notified when new episodes are available. 
 
 
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9/11/20 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.