Get ready for a deep dive into tax reform and its potential impact on financial professionals, estate planning, and wealth transfer strategies in this episode of the Life Matters Podcast. Bill Bell, VP of Advanced Sales at Penn Mutual, sits down with Jen Fox, Vice President of Federal Affairs at Finseca, to explore the latest developments in financial services legislation.

Key Topics Covered:

• The upcoming tax reform and its possible effects on financial professionals and their clients. 

• Changes to federal transfer taxes and the Qualified Business Income deduction. 

• The increased regulatory scrutiny around Private Placement Life Insurance.

• How bipartisan policy challenges are influencing estate planning strategies.

• Finseca's role in advocating for financial security professionals and protecting life insurance policies.

Whether you're a financial professional looking for practical tax strategies or interested in the future of wealth transfer and tax deductions for business owners, this episode offers valuable insights.

Don't miss out on expert perspectives from someone at the heart of public policy on Capitol Hill. Subscribe now to stay informed on the latest tax reform and policy changes shaping the financial world.

Have a question or comment for Bill?  Drop him an email at: [email protected] 

Follow Us

• Twitter @pennmutual
• Facebook @PennMutual
• Instagram @pennmutual
• LinkedIn @Penn Mutual

Presented by Penn Mutual

www.PennMutual.com

This podcast is for informational purposes. Guests’ views, comments, and opinions on products, services, or strategies do not necessarily represent the views of or imply endorsement by The Penn Mutual Life Insurance Company or its affiliates. Product availability, benefits and provisions vary by state. 

7507495NS_JAN27

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.