Meg Muldoon, Penn Mutual’s Assistant Vice President of Advanced Markets, breaks down the SECURE Act’s key components, shares tips on how you can help clients understand the impact and touches on leveraging life insurance to help clients achieve long-term retirement goals.
Meg Muldoon, J.D., and LL.M. in taxation, is Assistant Vice President of Advanced Markets at The Penn Mutual Life Insurance Company. Meg supports financial professionals with case design, technical expertise, strategic advice and marketing and educational support across a myriad of areas including estate and charitable planning, business succession planning, selective employee benefits and retirement planning.
Resources related to this podcast:
SECURE Act Resource Page (Financial Professional Access Only)
SECURE Act and Opportunities for Your Clients (Financial Professional Use Only)
Penn Mutual’s products and services are provided through knowledgeable, licensed Financial Professionals who were previously referred to as advisers. This Possibilities Podcast was recorded prior to this change in title. Therefore, any references to the term adviser in this podcast should be interpreted as “Financial Professional.”
For Financial Professional Use Only