In this episode, we’re joined by Rebecca Plowman and Jason Berkowitz from the Insured Retirement Institute as well as Global Atlantic’s Bill Crane, who break down key parts of the bill and why it’s a gamechanger for both financial professionals and their clients.

Guests:

Rebecca Plowman, Director of Compliance and Implementation at the IRI.

Jason Berkowitz, Chief Legal and Regulatory Affairs Officer at the IRI

Bill Crane, SVP of Market Development at Global Atlantic