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Sep 21, 2020

Jeff Levine, self-confessed “nerd of nerds” walks us across the retirement legislative battlefield that agents and advisor must cross today. Trust us when we say we’re confused at times, too. Connect with Jeffery Levine at

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Connect with Ramsey Smith on or Visit on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product.

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.