2020

Lost Policy Locator

alabama, Arkansas, Colorado, Delaware, Idaho, Illinois, Indiana, Iowa, Kansas, Louisanna, Mississippi, Missouri, NAIC, Nebraska, North Carolina, North Dakota, Rhode Island, South Dakota, Virigina, West Virginia, Wisconsin, Wyoming /

The National Association of Insurance Commissioners (NAIC) has established a search engine to find lost policies for families of a deceased love one.  That website is:   https://eapps.naic.org/life-policy-locator/#/welcome.   This website shares the information with all life insurers in the country.  It is recommended to have a copy of the death certificate and information on prior […]

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Changes in Required Minimum Distributions to Age 73

alabama, Annuities, Annuity Producers, Annuity Training, Arkansas, Colorado, Delaware, General, Idaho, Illinois, Indiana, Iowa, IRA Pension Limits, IRS Contributions Limits, Kansas, Mississippi, Missouri, Nebraska, North Carolina, North Dakota, Pensions, Rhode Island, South Dakota, Virigina, West Virginia, Wisconsin, Wyoming /

The SECURE Act 2.0 was part of the Deficit Reduction Act  signed by President Biden made a major change in Required Minimum Distributions(RMD) for all pensions plans including IRA. Those individuals with the Traditional Individual Retirement Accounts (IRA) who turned 73  in 2023, can delay their first RMD until next April 1 of the year

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