Review the CARES Act with Your Clients

The recently passed Coronavirus Aid, Relief and Economic Security Act (CARES Act) provides economic relief to your clients during the COVID-19 crisis, with specific programs to aid small business owners, individuals and families.

To help you navigate the ever-changing legislative landscape, National Life Group has created client-approved fact sheets for you to share during your video chats, or via email following meetings.  These materials highlight key changes resulting from the CARES act, such as payroll tax deferral and credits for small business owners, waiver of RMD and early withdrawal penalties in qualified plans, and direct cash payments to most Americans.

• What Individuals Need to Know About the CARES Act
• What Business Owners Want to Know About the CARES Act
• CARES Act Makes Important Qualified Retirement Plan Changes

Consumer materials linked to in this communication are approved for print use or to email to consumers who have requested it using a unique individual email only. Please note that unsolicited email marketing is subject to additional anti-spam requirements and should be submitted for advertising compliance approval prior to use.