Weir Financial Resources

WFR COVID-19 Information

WFR is fully functional during the COVID-19 crisis. Our very best to you, your families and your employees as we work through this extremely difficult period. We are heartened that most of our clients' financial product - institutional or retail - offer guarantees and floors. Protection is paramount, particularly during this tumultuous period. Below are several documents and web-links from WFR, legislators and select providers addressing COVID-19 impact and resources:

WFR: Strength and Service Statement re COVID-19 - PDF
WFR: Life & Disability Insurance Premium Options - PDF
NYS DFS: COVID-19 Press Release RE Life Insurance - Web Page
IRS Notice 2020-50: Guidance for Coronavirus-Related Plan Distributions under the CARES Act - PDF


PFG Nonqualified Plans - COVID-19 Impact & Resources Statement - PDF
     ▹ Note: must download PDF or have Chrome extension to view important links in PDF
PFG Nonqualified Plans: FAQ COVID-19 and 457(b) plans Link
PFG Nonqualified Plans: FAQ COVID-19 and NQDC plans (governed by 409A) Link
PFG Nonqualified Plans: Unforeseeable Emergency and IRC Sec 409A) Link
PFG CARES Act of 2020: Business provisions Link
PFG CARES Act of 2020: Individual provisions Link


USA Today: Coronavirus How Stocks Moved in Previous Bear Markets - PDF
FTP - Morningstar: Historical Bull & Bear Market Graph - PDF
MarketWatch: How the Stock Market has Performed During Past Viral Outbreaks - PDF
FTP - Bloomberg: Historical Epidemic Market Graph - PDF


Select Provider Resources
Vital Signs: Snapshot of select carrier financial condition and ratings - PDF


WFR: 2020 Whole Life Carriers Dividend Histories- PDF
Penn Mutual: The Power of Long-Term Holding Period - PDF
     ➢ IUL historical context and how Zero is Your Hero with any IUL contract

Please contact us with any questions, concerns or needs.