Tag: Financial Regulation
-
134 Picking Nouns or Verbs In Retirement Planning With Michelle Richter
Language is powerful. It’s exceptionally powerful in the highly regulated world of retirement planning. Michelle Richter, Principal at Fiduciary Insur…
-
130 Navigating The New Regulatory Standards with Hayley Maldonado and Eric Marhoun
Regulation never sleeps in our business. More states continue to enact the new NAIC model regs. And now the Department of Labor suggests it may come o…
-
104 Adapting Our Annuity Business to Changing Regulations, Markets, and Consumers
Can we learn what may lie ahead for our industry from regulatory changes in Australia? Will RILAs and MYGAs prove to be the winning products of 2021? …
-
079 Separating Policy Noise From News with Barbara Matthews
Changes in federal laws – the CARES Act, the SECURE Act, The Paycheck Protection Program – have all had a major impact on the advice we give our clien…
-
067 Plotting A New Future For Insurance With Nick Gerhart
Nick Gerhart, insurance executive, regulator, innovator and champion for positive change joins us today to discuss the outlook for consumers, products…
-
032 SECURE Act – Day 2
In many ways, the SECURE Act surprised many people in the industry. Over the last few weeks, many carriers, distributors and consultants have scramble…
-
028 How will California’s CCPA change annuity marketing?
Anthony LaRosa, a digital marketing veteran, joins Mark, Will and Paul to talk about the potential impact of California’s Consumer Privacy Act, or CCP…
-
017 15-minute update on SECURE Act, Reg BI, and new suitability regs
Summer should be for hanging out at the beach and reading a book. This year, advisors in the retirement planning market should probably slip a few reg…
-
013 What do horror movies and insurance regulation have in common?
What do horror movies and insurance regulation have in common? Just when you think the monster has been killed, the last scene hints that the horror …