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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.

The CARES Act – and COVID-19 Response

The federal government has taken a host of actions to provide relief to people and businesses affected by the health and economic effects of COVID-19. 

NEW! 
PPP Loan Extension and Forgiveness

For clients still interested in applying for a Paycheck Protection Program (PPP) loan, there’s good news—the June 30 deadline has been extended to August 8 to apply. Principal’s decision guide can help you see how much you might qualify for, or if other funding options are a good fit.

And if you’ve received these funds, the PPP Flexibility Act now makes it easier to qualify for loan forgiveness. Learn more in this short video. Plus, these resources provide the latest information and tools:

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