Breaking Down the Secure Act
Penn Mutual's Possibilities Podcast
English - February 13, 2020 22:00 - 15 minutes - 10.5 MB - ★★★★★ - 14 ratingsInvesting Business Careers penn mutual possibilities life insurance annuities ace adviser financial services Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Meg Muldoon, Penn Mutual’s Assistant Vice President of Advanced Markets, breaks down the SECURE Act’s key components, shares tips on how you can help clients understand the impact and touches on leveraging life insurance to help clients achieve long-term retirement goals.
Meg Muldoon, J.D., and LL.M. in taxation, is Assistant Vice President of Advanced Markets at The Penn Mutual Life Insurance Company. Meg supports financial professionals with case design, technical expertise, strategic advice and marketing and educational support across a myriad of areas including estate and charitable planning, business succession planning, selective employee benefits and retirement planning.
Resources related to this podcast:
SECURE Act Overview (Financial Professional Use)
SECURE Act 10 Year Distribution Rule (Financial Professional Use)
SECURE ACT Overview (Client Use)
For Financial Professional Use Only
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