The Secure Act Webinar:

On the call we discused:

  1. The Secure Act – Including how changes to annuity regulation, RMD’s, and stretch-IRA rules might directly affect your practice
  2. The opportunities and challenges that these legislative changes provide our industry and your personal practice
  3. Brief update on other regulatory initiatives in our industry (REG BI, NAIC guidelines)
  4. Sales ideas to help you get appointments on your calendar to assist your existing clients