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January 16, 2020

The SECURE Act has passed

Notable changes and potential opportunities

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is designed to encourage retirement savings by more individuals, so it includes several important changes to the Qualified Plan and IRA landscape.

This flyer highlights a few notable changes and potential opportunities for you to help your clients maximize their retirement savings.

 

SECURE Act Updates

TC112198(0120)1

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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

TC110263(1019)1

For Agent Use Only – Not For Use With The Public

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