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, there are still carriers who will take the money. Secure 2.0 does however contain many provisions that help our industry and can help you write more business!
- Living Benefits Sales Up: Learn How They Enhance FIAs - August 29, 2023
- Secure Act 2.0 & What It Means For Your Annuity Business - February 16, 2023