Event: 6/26 COVID-19 Insurance News Update Webinar

Insurance is an essential business. We must be knowledgeable and available to help ease our clients fears and anxiety. Every Friday, this weekly webinar will give you a chance to hear about current COVID-19 insurance news from our industry experts, and get your questions answered. Register now.

COVID-19 Insurance News

Insurance is an essential business. We must be knowledgeable and available to help ease our clients fears and anxiety. Visit our site for current commentary from our insurance experts, and curated content form around the web, for the latest COVID-19 insurance news. See more.

IRS Announces Blanket Relief For Unwanted 2020 RMD’s

The IRS has just released IRS notice 2020-51 which extends the deadline to August 31, 2020 to return any unwanted 2020 RMD’s. Read more.

The SECURE and CARES Acts Impact on Your Clients

The Setting Every Community Up for Retirement Enhancement (SECURE) Act became effective January 1, 2020. Just three months later, the Act was pushed to the back burner by the Coronavirus pandemic prompting a second piece of legislation to be adopted, the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Read more.

Annuity Virtual Sales Resources

In our current environment, with the health and safety concerns surrounding COVID-19, we wanted to provide resources to help you continue to generate sales and revenue. Please see below for a collection of resources from our carriers that currently allow for the use of virtual sales. Please refer to each carrier’s materials/announcements for specific guidelines. Read more.

PA Health Insurance Exchange Licensed Health Producer Pre-Registration

Producers serve an important role in the marketplace and we are committed to continuing to ensure customers have access to services of licensed health producers. Read more.