That Annuity Show
017 15-minute update on SECURE Act, Reg BI, and new suitability regs
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:15:41
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Sinopsis
Summer should be for hanging out at the beach and reading a book. This year, advisors in the retirement planning market should probably slip a few regulatory updates into that beach bag to be ready for business when they come back to the office. Hayley Maldonado returns this week to give us an update on three issues. New York's new annuity and life suitability rules, or Regulation 187, become effective as of August 1st. The NAIC meets the first week of August where the organization may incorporate aspects of the SEC Regulation BI, or best interest standards. Finally, we all in the annuity business thought the SECURE Act would quickly pass the Senate. However, now several Senators have raised issues that will slow passage. Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://tw