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  • Recent Developments in Qualified Annuitization

    Recent Developments in Qualified Annuitization SECURE 2.0 included provisions that improve the ability of insurers to serve those who own qualified annuities. Several previously disallowed ...

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    • Authors: John Blocher
    • Date: Jul 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Public Policy; Public Policy

  • Social Security Changes for 2025

    Social Security Changes for 2025 Description of US Social Security COLA effective December 2024 and other automatic adjustments effective for 2025 By Bruce D. Schobel In the Public Interest, ...

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    • Authors: Bruce Schobel
    • Date: Oct 2024
    • Competency: External Forces & Industry Knowledge
    • Publication Name: In The Public Interest
    • Topics: Public Policy; Public Policy; Public Policy
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