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The Effective Way to Sell SECURE 2.0 to Clients

Do you feel confident selling SECURE 2.0 to clients? Joey Santos-Jones writes in MarketBeat about an Oct. 24 session of the 2023 ASPPA Annual conference, which featured PSCA Executive Director Will Hansen, JJ McKinney from EGPS and Kirsten Curry from LRS as they unspun the most talked-about provisions in SECURE 2.0, how state-run plans affect sales, and some of the other least "sellable" options.