That Annuity Show

134 Picking Nouns or Verbs In Retirement Planning With Michelle Richter


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Language is powerful. It's exceptionally powerful in the highly regulated world of retirement planning. Michelle Richter, Principal at Fiduciary Insurance Services joins us today to give us a lesson in regulatory grammar and how recent new rules from the Department of Labor may change them.

Also, do you want to get regular update  s on news about guests of our show? Go to https://thatannuityshow.com and subscribe to our newsletter. 

We hope you enjoy the show.

Links mentioned today:

https://www.linkedin.com/in/michelle-richter/

https://www.linkedin.com/posts/michelle-richter_smaller-firms-may-not-be-ready-for-dol-fiduciary-activity-6894979699173666816-Ymo5

https://fiduciaryinsuranceservices.com/fis-glossary/

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