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Unpacking Upcoming Secure 2.0 Act Provisions Through 2026

Unpacking Upcoming Secure 2.0 Act Provisions Through 2026

by A&A Editorial Team | Sep 10, 2024 | A&A Editorial Team, Regulatory, Wealth

The Secure 2.0 Act, passed in 2022, is poised to introduce significant reforms to the U.S. retirement plan system, with several key provisions set to roll out between 2023 and 2026. As we stand on the brink of these changes, it’s important that financial...
Will Taxes Skyrocket? How the 2025 TCJA Sunset Could Impact Your Clients

Will Taxes Skyrocket? How the 2025 TCJA Sunset Could Impact Your Clients

by Bob Brzyski | Jul 1, 2024 | Bob Brzyski, Regulatory, Wealth

As we edge closer to 2025, the sunset of the Tax Cuts and Jobs Act (TCJA) is on the horizon, and it’s bringing potential changes that could shake up the financial scene for American taxpayers. Introduced back in December 2017 during President Donald Trump’s tenure,...
New 529 Plan Rules: How To Help Your Clients Take Advantage for Education Costs

New 529 Plan Rules: How To Help Your Clients Take Advantage for Education Costs

by A&A Editorial Team | Dec 18, 2023 | A&A Editorial Team, Regulatory, Wealth

The rules for 529 plans are changing, and financial professionals need to be prepared now to help their clients take advantage when these changes take effect. Starting in 2024, 529 account owners will have the option to use excess 529 plan funds to jumpstart the...
The Compliance Consequences of Ghostwriting and How to Avoid Them

The Compliance Consequences of Ghostwriting and How to Avoid Them

by Chris Campbell | Nov 29, 2023 | Chris Campbell, Life, Regulatory, Wealth

As an active agent in life insurance and annuity sales, it’s crucial to be aware of the practice of “fronting,” commonly known as ghostwriting. This practice presents a significant compliance concern for both the agent and the carrier and is strictly prohibited by the...
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 Nathan Herzog | Feb 16, 2023 | Nathan Herzog, 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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