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Jen Fox Shares the Surprising Truth About Upcoming Tax Changes
Manage episode 461199575 series 3499154
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: LifeMatters@PennMutual.com
Follow Us
- Twitter @pennmutual
- Facebook @PennMutual
- Instagram @pennmutual
- LinkedIn @Penn Mutual
Presented by Penn Mutual
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
15 episoder
Manage episode 461199575 series 3499154
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: LifeMatters@PennMutual.com
Follow Us
- Twitter @pennmutual
- Facebook @PennMutual
- Instagram @pennmutual
- LinkedIn @Penn Mutual
Presented by Penn Mutual
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
15 episoder
Alle episoder
×1 Jen Fox Shares the Surprising Truth About Upcoming Tax Changes 43:54
1 Leadership Legacy: Tom Harris on Challenges and Growth 37:34
1 Unlock Success: Dive into Transformative Strategies for Financial Professionals with Caleb Guilliams! 49:47
1 Beat the Tax Clock: Year-End Planning Tips from Penn Mutual 49:30
1 Unlocking Efficiency: How ACE is Revolutionizing Underwriting 40:44
1 Product Excellence: The Philosophy and Innovations Driving Penn Mutual’s Success 37:40
1 Mastering Estate Planning: Impact of Tax Cuts and the Connelly Ruling 45:34
1 Life Insurance Evolved: Bobby Samuelson's Take on Industry Trends and Product Innovations 44:40
1 The Art & Science of Underwriting: Auto-bind Limits, Large Cases & AI's Impact 38:39
1 Sales Strategies and Market Perspectives with Tom Meyer 34:01
1 Redefining Wealth: The Impact of Women in Finance 33:21
1 Wealth Under New Management: Elevating Your Practice with Women in Finance 43:15
1 What’s Tax Mulligan Season? Business Owners & Cash Balance Plans with Scott McHenry 30:46
1 From Intern to Industry Leader: CEO Dave O’Malley’s Insights for Financial Professionals 32:53
1 Welcome to Life Matters: A Penn Mutual Podcast 1:16
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