Summer should be for hanging out at the beach and reading a book. This year, advisors in the retirement planning market should probably slip a few regulatory updates into that beach bag to be ready for business when they come back to the office. Hayley Maldonado returns this week to give us an update on three issues. New York's new annuity and life suitability rules, or Regulation 187, become effective as of August 1st. The NAIC meets the first week of August where the organization may incorporate aspects of the SEC Regulation BI, or best interest standards. Finally, we all in the annuity business thought the SECURE Act would quickly pass the Senate. However, now several Senators have raised issues that will slow passage.

Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com.

Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product.

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer's needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.