MONDAY MORNING MEMO
6/8/2020| Issue 31
Due to the Coronavirus, many events have been cancelled or transformed into virtual events. We recognize that visiting one another in-person has unique challenges we didn’t need to consider a few months ago. This means we are beginning to change the way our events are hosted. We are contemplating hosting a virtual Medicare event that will include an in-person aspect. We would of course follow all of the CDCs recommended safety guidelines. We invite you to take part in a brief survey to help us determine if this type of combination event would be valuable to you. The survey will take less than five minutes. Thank you in advance for your input, it is important to us.

Access the survey here
NEWS FOR YOU
Report: Gen Z members prefer human advisors
Members of Generation Z are just starting their work lives, but they already are thinking of their financial futures and even retirement, according to Morningstar’s report on Gen Z’s attitude towards money, released Tuesday.
Read more here
Most Medicare enrollees could get insulin for $35 a month under a new deal announced by Trump this past week. This would be a savings of almost $450 annually for those enrolled. This benefit would be voluntary so be sure your Medicare clients pick the right plan at open enrollment. Read more here.
Pacific Life
Rob Bisch, Field VP with Pac Life will be leading an informative Policy Review webinar. He will discuss ways to catch your clients while they are working from home and perform a policy review.

Monday | June 8 | 1:30 PM
Register here
CONCIERGE SERVICES
Are you looking for ways to grow your business without adding to your workload or fixed overhead? Learn more about our concierge services in this short video.
Contact us to learn how we can help you!
WEBINAR SCHEDULE
Our webinar schedule is now located on our website. Read full descriptions and register for our upcoming sessions here. Did you miss a webinar or want to hear the message again? All of our webinars are recorded and can be watched on demand from our website.
ANNUITY RATES & MORE
What can you do with "what if" money?
Read more here.

This week's annuity rates are here.
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