Tag: Retirement Policy
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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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042 Could COVID-19 Stress The Social Security System? With Mary Beth Franklin
Mary Beth Franklin, Contributing Editor at InvestmentNews, former senior editor at Kiplinger’s Personal Finance magazine and public speaker on Social …
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033 Can the UBI Debates Advance The Annuity Dialogue?
Our regular guest, Ramsey Smith, founder and CEO of ALEX.fyi recently appeared on ABC and discussed a proposal for universal basic income, or UBI, wit…
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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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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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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…