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ON-DEMAND WEBINAR: SECURE 2.0 Act of 2022: Changes to Annuities

Published on May 18, 2023


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SECURE 2.0 Act of 2022 and It's Impact on Annuities

As a financial professional, you may work with clients who will be impacted by SECURE 2.0 Act.

We're excited to have thought leader, Steven Greib, J.D., CEBS, Senior Compliance Counsel, Gallagher Retirement Plan Consulting explain SECURE 2.0 Act and its impact on annuities.

SECURE 2.0 makes Qualifying Longevity Annuity Contracts (QLACs) more flexible and more appealing, qualifies Insurance Dedicated ETFs as "insurance-dedicated funds" and amends the RMD rules to allow retirement plans to permit increasing annuities up to 5% per year - making it easier for plan participants to invest in annuity and guaranteed income products through their retirement plans.

This ON-Demand Webinar covers the provisions of SECURE 2.0 that significantly impact qualified retirement plans and plan participants.




We at GBS Insurance thank you again for your business.

For more information or insurance quote requests, please contact your brokerage manager.

GBS Insurance and Financial Services, Inc, CA License #0D87913

21820 Burbank Blvd., Suite 301

Woodland Hills, CA 91367

Phone: (800) 473-5966

This webinar is intended for educational purposes only. For financial professional use only.

Not to be used for consumer solicitation purposes. You should not treat any opinion expressed as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of opinion and experiences. GBS Insurance and Financial Services Inc. does not warrant or guarantee the accuracy or completeness of the information contained herein.

GBS Insurance and Financial Services Inc. and their representatives do not give tax or legal advice. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. Encourage your clients to consult their tax advisor or attorney. 

© 2022 Arthur J. Gallagher & Co. 




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