News and Notes


SAN DIEGO, CA --In keeping current with IRS requirements and tax law changes, Steven W. Songer recently completed intense training seminar on IRA and pension distributions with Mr. Ed Slott, CPA.  Mr. Slott is a nationally acclaimed expert on IRA and pension distributions and is the author of Your Complete Retirement Planning Road Map, The Retirement Savings Time Bomb...And How to Defuse It, and Parlay Your IRA into a Family Fortune.

Mr. Slot educates financial advisors on how to save their clients large sums of money and avoid the costly mistakes which would otherwise result in huge tax payments.  He has been cited as "The best source for IRA advice" by The Wall Street Journal  and has appeared also on The Today Show and MSNBC Financial News. 

The following are some questions that Mr. Slott suggests you ask a trained advisor to ensure that your nest egg is in good hands:

     What are the most recent IRA rulings or tax law changes that you are aware of?

     Where do you keep your IRA and pension beneficiary forms?

     What is the IRS life expectancy table and how does it apply to my IRA distributions?

If you need a trained advisor who can help you with these and other retirement planning issues, please contact Songer & Associates at 1-800-553-9800.  Continue below ...



PARK RIDGE, IL -- Outstanding product knowledge and client service have enabled Steven W. Songer, CEP, to once again earn memebership in the prestigious Million Dollar Round Table (MDRT).

Achieving membership in MDRT is a distinguishing milestone, attained only by those financial professionals who have demonstrated exceptional knowledge, expertise, and client service.  The Round Table's membership represents the top life insurance and financial services professionals worldwide.

MDRT, The Premier Association of Financial Professionals, is an international, independent association of more than 29,000 members, or less than one per cent, of the world's best insurance and financial services professionals.  With membership from 74 nations and territories, MDRT members demonstrate exceptional product knowledge, strict ethical conduct, and outstanding client service. 

Regarded as business and community leaders, membership in MDRT is recognized internationally as the standard of sales excellence in the life insurance and financial services business.