Insurance Archives - Montgomery Insurance & Investments (MII)

Jul 23

Two New Pieces of Legislation Impacting Retirees This Year and Beyond

By Montgomery Insurance and Investments Insurance

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©2020 Montgomery Insurance & Investments (MII), Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Fixed insurance services offered through Montgomery Insurance and Investments. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and Montgomery Insurance & Investments and its subsidiaries are separate entities.

Diversification and asset allocation strategies do not assure profit or protect against losses.

Eric Montgomery, Don Cain, and Kent Montgomery are registered representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Form CRS (Customer Relationship Summary) is available at www.joincambridge.com. They are collectively registered in the following states: AL, AR, AZ, CA, CO, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, and WY. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or information provided at these websites.

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Two New Pieces of Legislation Impacting Retirees This Year and Beyond

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