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. ...
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...
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...
Regulatory Update: AG 49, Illustrations Using Multipliers
If you haven't heard, a vote was taken by the Life Actuarial Task Force (LATF), an advisory task force at...