On this BREW, E4IS welcomes Brad Mills, RVP with Symetra. We’ll be discussing 7702 and how it impacts the current life insurance marketplace. Symetra was the first carrier to implement these changes. We’ll also be discussing the impact on [...]
Do you have high income clients looking for other places to save money? Have those clients heard of or asked you about a “LIRP” (life insurance retirement plan)? Have those clients heard of asked you about a “Super-Roth”? This [...]
E4IS welcomes Andrew Herrera, RVP with North American as part of our Product Updates and Solutions series. We'll be reviewing the recent 7702 changed related to life insurance, and highlighting planning opportunities that exist in the current environment. First [...]
Based on the statutory language of the SECURE Act, most tax experts had concluded that a typical nonspouse beneficiary would have ten years to liquidate an inherited IRA or other qualified account—and that it would NOT be necessary for [...]
