Tag: Retirement Policy
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212 – Navigating New Proposed DOL Rules With Michelle Richter-Gordon
Summary In this episode, Paul Tyler and his guests discuss the Department of Labor’s new rules and their implications for insurance agents. They explo…
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173 – Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain – 2 of 2
In part 2 of 2 Michelle lays out her proposal for revamping the web of state and federals rules and laws to make in-plan annuities a vibrant market in…
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172 – Making In-Plan Annuities a Reality with Michelle Richter and Mark Chamberlain – 1 of 2
The SECURE Act reinvigorated interest in expanding the market for in-plan annuities. However, we need to make many more changes to really drive adopti…
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166 – Keeping Annuity Regulations Rational with Kim O’Brien
As is often the case in this industry, what is new is old. Today, we’re seeing regulation re-emerge that the industry successfully challenged over 10 …
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155 – The Social Security Sky Isn’t Falling with Kerry Pechter
In 2034 or 2035, the Social Security trust fund will be depleted. Much has been written about the significance of the event. Kerry Pechter, Editor of …
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140 A Chat With The Father of 4% Percent Rule With William Bengen
How many times have we discussed, debated, and loved the retirement rule of thumb known as the “4% Rule”? Today, we had the opportunity to speak with …
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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…
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132 Framing Retirement Planning Questions the Right Way With Jason Fichtner
Someone once told me that finding an answer is easy. Coming up with the right question is not. In a complex process like retirement planning, the ques…
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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…
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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…