Category Archives: Industry Updates

Get Creative in Helping Your Clients Manage Unwanted RMDs

The SECURE Act of 2020 and the RMD Puzzle Many clients don’t want or need to take the RMDs each year.  They may…
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Update on IRC Section 7702 Revisions & Life Insurance Limits

The Consolidated Appropriations Act, signed into law on December 27, 2020, includes changes to the tax code that will reduce the minimum interest assumptions…
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NAIC Training Requirement Update for Pennsylvania

Effective 12/1/2020 The Commonwealth of Pennsylvania, through PA House Bill 152, is implementing regulatory annuity financial professional training requirements. This requires financial professionals…
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Regulatory Update: AG 49, Illustrations Using Multipliers

[vc_row][vc_column][vc_column_text] If you haven't heard, a vote was taken by the Life Actuarial Task Force (LATF), an advisory task force at the National Association…
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