Surprising? NAIC delayed Accelerated Underwriting decision on definitions. We previously reported on the NAIC’s move to define Accelerated Underwriting and it seems that regulators won the day. The new deadline is 2024. According to Insurance News Net, “Consumer advocates were disappointed by the delay and fought it until the final…
Here’s a new idea in practice management: Client Endorsements. An amendment of the Investment Advisers Act of 1940 now allows financial advisors to include testimonials in their marketing material. If you’re just bringing up your social media game, you’ll find some great ideas in this Financial Advisor article. According to…
Secure Act 2.0 passed May 5 here’s what you need to know: Secure Act 2.0 includes: A new required mininum distribution age of 75 Automatic employee enrollments Increased tax incentives to employers with reitrment plans 401k to annuity conversion expansion But that’s not all there is in the massive bill….
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