Retirement Reform and the Future of Annuity Best Interest Rules
Forbes and several other media outlets have dubbed 2020 “The Year of Retirement Reform.” Instead of struggling to react, what if you could get the information you need NOW to proactively position yourself and your practice to survive and thrive in the days ahead?
Special Guest Speaker
Kim O’Brien, Annuity Expert & Advocate
Kim is the Vice Chairman and CEO of Americans for Asset Protection. For more than two decades, Kim has stood on the front lines to protect the independent agent and distribution model and annuity choice for consumers. Recently, she has been working with insurance regulators and elected officials on the new NAIC rules and regulations and will share how you can expect these new developments to impact you and your business in 2020.
FOR AGENT USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.
Tax rules subject to change. SECURE Act and other regulations are new or pending, and subsequent interpretive guidance may alter or adjust the manner in which the specific provisions of the legislation are applied. Insurance professionals may not provide legal, tax or investment advice.