Tag: Retirement Legislation
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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…
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064 Making Sense of Sometimes Nonsensical Legislation with Jeff Levine
Jeff Levine, self-confessed “nerd of nerds” walks us across the retirement legislative battlefield that agents and advisor must cross today. Trust us …
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043 Looking Back At Our Predictions
Given the pandemic, we decided to shorten the distance of our own rear view mirror. Ramsey, Mark, Will and Paul look back on their predictions made in…
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035 You Can Get The Income That You Want
The Rolling Stones will sing retirement income this year with a second sponsorship annual sponsorship from the Alliance for Lifetime Income. But this …
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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…
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031 Our Best Predictions for 2020
Mark, Will, Paul and Ramsey Smith, founder and CEO of ALEX.fyi share their predictions for 2020. Bookmark this episode and hold them to the fire at th…
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029 Will the SECURE Act finally pass
Ramsey Smith, Founder and CEO of Alex.fyi joins us again as a guest to discuss the SECURE Act. Will it pass? What will it mean? Join our team as we fo…
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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…
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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 …
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011 Congress to our retirement rescue
How many times have all of us in the annuity business wished Congress would help address the retirement crisis? Well it looks like they may actually d…