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The baby boom retirement wave is here, and that means hundreds of thousands of potential clients asking, “When should I file for Social Security?” If you aren’t helping answer this question, you’re missing out on one of the biggest opportunities to grow your business. With the right support and technology, incorporating Social Security planning into your existing practice can be simple and can produce both immediate and long-term, sustained growth.
ThinkAdvisor - Much to the chagrin of the advisory community, the Department of Labor rule is back — in a new “prohibited transaction exemption.” Although the PTE became effective on Feb. 16, 2021, as discussed below, full compliance will not be required until Dec. 20, 2021.
Financial Advisor IQ - The Department of Labor issued yesterday guidance on fiduciary investment advice for retirement investors, employee benefit plans and investment advisors.
ThinkAdvisor - The guidance, released by Labor’s Employee Benefits Security Administration, relates to the department’s “Improving Investment Advice for Workers & Retirees” exemption and follows its Feb. 12 announcement that the Trump-era exemption would go into effect as scheduled on Feb. 16.
In this issue: Make Clients' Tax Refunds Work Better for Them; Dwane McFerrin Receives Underwriter of the Year Award From Omaha Chapter of NAHU; Two Tools for Post-Pandemic Medicare Sales Success; Updated SMS Medicare Compliance Resource Page; 2021 Sales Forum Cancelation
Even after the pandemic, agents will need a way to continue meeting with clients the way they prefer to meet. Fortunately, Senior Market Sales® (SMS) has technology solutions in place to ensure you can make Medicare sales in a variety of in-person and virtual environments. This article highlights two of these tools, Lead Advantage Pro® and Medicare Insurance Direct® (MID).
Annuity News - The Department of Labor has settled on an investment advice rule that was written by the Trump administration and allowed to take effect by the Biden administration -- so the rules should finally be clear, right?
If you’re a financial professional who provides advice to retirement investors, it’s important that you understand the rule regarding a new fiduciary investment advice exemption and the Department of Labor's definition of "fiduciary" so that you can ensure you’re in compliance. This article keeps you updated on the latest developments.
Financial Advisor IQ - The honeymoon is over for firms aiming to comply with the Securities and Exchange Commission’s Regulation Best Interest, according to comments made by an official at the watchdog and industry professionals.
In this issue: Stand Out From the Rest by Offering Exclusive Med Solutions; Easy to Buy/Easy to Sell; Insurance Professionals and Consumers Increasingly Lean Into Technology; Support for Working Virtually or By Phone; Protect Your Business With Cyber Insurance
InsuranceNewsNet - To the surprise of many, the Department of Labor allowed the previous administration’s final fiduciary advice regulation, officially titled Prohibited Transaction Exemption 2020-02, to go into effect on Feb. 16. The focus of PTE 2020-02 is on broker-dealers and registered investment advisors, but how does this turn of events impact insurance producers?
Nick is the Community and Corporate Program Director at Blue Zones, LLC. He is responsible for leading the development and implementation of the Blue Zones Project in all of the Blue Zones Communities and corporate sites across the U.S. In the last 20 years, Nick has led 17 expeditions over six continents around the world, three of which are to the Blue Zones sites.