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In this episode of IGO — In Good Order, Ben Braverman sits down with Steve Rohrig to uncover planning opportunities within the "Big Beautiful Bill." They discuss strategic implications for annuity and retirement-focused advisors, how to frame these updates in client conversations, and what it means for long-term income planning. This is an advisor’s cheat sheet to turn legislative shifts into competitive advantage.
By Ben BravermanIn this episode of IGO — In Good Order, Ben Braverman sits down with Steve Rohrig to uncover planning opportunities within the "Big Beautiful Bill." They discuss strategic implications for annuity and retirement-focused advisors, how to frame these updates in client conversations, and what it means for long-term income planning. This is an advisor’s cheat sheet to turn legislative shifts into competitive advantage.