SECURE Act Updates

What you and clients need to know.

There’ve been some updates to SECURE Act endorsements and distributions, and we’ve sent policy holders a letter notifying them of the changes. Policy holders will be receiving a letter containing an endorsement and disclosing statement for the annuity policy they have with us.
 
The new endorsements will address the new required minimum distributions (RMD) and death claim options as outlined in the SECURE act. The disclosure simply provides information about Individual Retirement Annuities. Rest assured that policy features and benefits will remain the same.

IT PAYS TO MAKE CONNECTIONS
When done right, social media can do wonders for your business. That’s why we’ve created a free, three-part series to help set yourself apart online as a financial professional. No matter your skill or comfort level, we have the perfect starting point for you.

"Financial advisors now need to expand the discussion not just to include money, but to all the things that money powers."

-Joe Coughlin, PhD. Founder & Director, MIT AgeLab

NEW AGE OF ADVICE®

Learn how you can better serve your clients while growing your business.

For you

For your clients

Being There For Her

Women often encounter challenges, including gray divorce, widowhood, and caregiving, that come with unique dynamics. Learn how you can be there for her and help prepare her for a long life of financial security.

Despite the fact that the majority of people think it's important, 70% of people have not yet talked to their financial advisor about the connection between wealth and health.

-WEALTH + HEALTH: The Mindset & Language of the Investor, Luntz Global Partners, January 2019.

Get in touch

Get inspired

Get the tools and inspiration you need to build your business with our newsletter that’s packed with tips for financial professionals like you.