The landscape of the life insurance industry continues to evolve in 2021, as we had expected. The relief bill put out by Congress at the end of 2020 enacted several (somewhat unexpected) changes to the life insurance industry, the primary change being an update to Section 7702 of the Internal Revenue Code. As a reminder of what Section 7702 is and what those changes entailed, below is an excerpt from my last article.
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Business Development
How Data Will Drive the Future of Financial Planning and Advice
by Arron Priceby Arron PriceThere’s a light at the end of the tunnel. Hopefully, an end to one of the most unique and disruptive times many of us have ever experienced. It feels like we’re about …
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Retirement Inside Out sat down with proclaimed “annuity rockstar” and “life insurance nerd” Sheryl Moore to talk regulation, changes, and shifts in the fixed insurance and annuity space. A person of many …