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Pulse on the Industry

DBS is committed to being your trusted partner, and as part of that we strive to be the most up-to-date source of information for you on current topics affecting financial professionals. Two current topics that are particularly timely, the SECURE Act and the more recent CARES Act, affect you and your clients significantly. 

DBS Business Development Director Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished) shares her perspective and provides a helpful analysis in several articles below, including a piece to share with your clients. We've also gathered information from a variety of sources such as AALU and our carrier partners.
DBS Business Development Director Terri Getman, JD, CLU, ChFC, RICP, AEP (Distinguished) shares her perspective and provides a helpful analysis in several articles below, including a piece to share with your clients. We've also gathered information from a variety of sources such as AALU and our carrier partners.
The SECURE Act

The Setting every Community Up for Retirement Enhancement (SECURE) Act was signed by President Donald Trump in December 2019 and became law as of January 1, 2020. The new legislation brings changes for long-term retirement savings and affects Americans at every age. It also presents several opportunities for financial professionals.

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