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Jun 24, 2019

What do horror movies and insurance regulation have in common?  Just when you think the monster has been killed, the last scene hints that the horror will rise yet again. Yes, the DOL fiduciary rule did not get implemented. But another set of similar rules are on their way that all annuity agents or retirement planning advisors should study. Our first guest, Hayley Maldonado walks us through the proposed regs. She explains how they will impact our work, but in ways we won’t need to fear.

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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.