Congressional Democrats have unveiled a $3.5 trillion spending plan, which contains significant changes to IRAs, 401(k)s, and Roth accounts.
On this webinar, Stonewood CMO Becky Swansburg shares her analysis of this new bill and how to incorporate it into the broader "Legislative Risk" story you should be telling your clients.
Becky spent her early career in Washington, D.C. working in the White House and on Capitol Hill.
Stonewood Financial offers prospect-to-close IUL tools that help advisors like you dramatically grow their practices. Training webinars like this Study Group are a key benefit of Membership, along with marketing programs, client reports, and industry-leading training events.