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 is joined by Jeff Driscoll, NFP's VP Product Intelligence & Carrier Management. Jeff and Army 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 and Army have provided an overview of 7702.
After discussing 7702’s impact on the life insurance industry, Army pivots to the results of the Senate runoff election in Georgia and what that might mean for the Biden administration’s legislative priorities. She also provides 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.