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!
Nathan Herzog is Senior Account Manager at DFS Marketing, working closely with top producing agents to help protect their client’s retirements. He also holds an active life license, and does personal production himself when out of the office, so he can always put himself in the shoes of the agent.
Learn more about Nathan
Learn more about Nathan
Latest posts by Nathan Herzog (see all)
- 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
