Bringing Clarity During a Time of Change

In the latest installment of the Washington Update Election Series podcast, Finseca’s Chief Advocacy Officer, Armstrong Robinson, and NFP’s SVP of Strategic Resources, Kristin Bulat, are joined by Jeff Driscoll, NFP's VP Product Intelligence & Carrier Management. Jeff, Army and Kristin discuss the changes to 7702 instituted by the Consolidated Appropriations Act of 2020 and the impact those changes might have on accumulation life insurance sales. Jeff, Army and Kristin have provided an overview of 7702.

After discussing 7702’s impact on the life insurance industry, Army and Kristin pivot to the results of the Senate runoff election in Georgia and what that might mean for the Biden administration’s legislative priorities. They also provide a perspective on the estate tax and discuss sales ideas that will help your clients plan regardless of tax law changes.

Through the partnership between NFP and Finseca, we provide you with in-depth analysis of changes to the tax code, discuss the impact that Washington might have on current tax law, and review sales ideas that work regardless of the current administration.

Listen to their discussion on NFP’s Insights from the Experts podcast.

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