Video file
Learn how the “Setting Every Community Up for Retirement Enhancement (SECURE) Act” will impact registered investment advisors’ insurance and annuity planning.
This educational webinar covers:
- Key provisions of the bipartisan legislation and its implications for holistic financial plans
- Considerations when looking to maximize stretch efficiency in a client’s legacy plan
- How the SECURE Act affects retirement income planning
Featured Speakers
David Lau
Founder & CEO, DPL Financial Partners
David Lau is Founder and CEO of DPL Financial Partners, the leading RIA insurance network that brings low-cost, commission-free insurance solutions from a variety of the nation's top carriers to RIA practices.
Richard White
SVP, Government Relations, Jackson
Richard is responsible for overseeing Jackson’s government relations functions. In this role, he directs the company’s advocacy efforts at the local, state, and federal levels.
Chris Bogren
Director, Advanced Strategies, Jackson
Chris oversees Jackson's advanced markets division and develops advanced planning topics for financial advisors.
Understanding the SECURE Act: How the New Legislation Impacts Your Clients and Your Practice
Learn how the “Setting Every Community Up for Retirement Enhancement (SECURE) Act” will impact registered investment advisors’ insurance and annuity planning.
