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How Infrastructure Investments Are Shaping Your Clients’ Annuities

How Infrastructure Investments Are Shaping Your Clients’ Annuities

by Chris Campbell | Sep 27, 2023 | Chris Campbell, Protection/Income, Regulatory, Wealth

The Biden administration has made a renewed commitment to investing in infrastructure, and that could have a big impact on the investments that back the life insurance policies and annuity contracts of our clients. Register to read entire article or Username Password...
Secure Act 2.0 & What It Means For Your Annuity Business

Secure Act 2.0 & What It Means For Your Annuity Business

by A&A Editorial Team | Feb 16, 2023 | A&A Editorial Team, Protection/Income, Regulatory, Wealth

The Secure Act of 2019 caused a lot of headaches in the insurance industry as most carriers stopped doing non-qualified stretch annuities, and it got increasingly harder to place inherited funds for your clients. While Secure 2.0 unfortunately does not help with that,...
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