Episode Details

The biggest tax reform in years has officially been signed into law and it brings sweeping changes that financial professionals can’t afford to ignore.

In this episode of The Life Matters Podcast by Penn Mutual, Bill Bell, VP of Advanced Sales, sits down with Jen Fox, VP of Government Affairs at Finseca, to break down what’s in the Triple B Tax Bill (H.R. 1) and how it impacts your clients.

Whether you're advising on estate planning, Qualified Business Income (QBI), State and Local Tax (SALT) deductions, or life insurance strategies, this episode is your roadmap to the new rules.

In this episode, you’ll learn:
• Why H.R. 1 is a win for the life insurance profession
• Key tax changes every financial professional must understand
• How estate tax exemptions, QBI, and SALT rules are evolving
• What might be coming next in a second reconciliation bill

Keep your strategies sharp. Tune in to explore key insights that can help you navigate what’s next. 

Have a question or comment for Bill? Drop him an email at: LifeMatters@PennMutual.com 

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Presented by Penn Mutual
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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.

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