Don Reilly, Jr. - National Sales Consultant

With 25 years of financial services experience, Don has worked everywhere from banking on Wall Street to insurance to being an award-winning business development manager. He is highly skilled in leveraging extensive network connections to build long-term client relationships. Driven to satisfy clients, Don develops strategic sales plans to assist clients in obtaining their desired goals and needs.

Recent Posts

Jul 12

What Financial Professionals Need to Know about the Secure Act

On May 23, 2019, the House of Representatives passed a bill known as the Setting Every Community Up for Retirement Enhancement Act of 2019 (“The Secure Act”). The proposed legislation has now made its way to the Senate and is likely to pass in the next couple of months.

The Secure Act

The Secure Act intends to modify employer-sponsored retirement savings plans,...

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