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MDRT Teams With AALU To Promote Financial Literacy
That was the chief take-away of a Sunday afternoon workshop on financial literacy hosted by the Million Dollar Round Table at its 2010 annual meeting.
Most young adults have little understanding about basic financial concepts and products, including life insurance,” said Michael Weintraub, who holds the Chartered Life Underwriter professional designation. “That’s reflected in the fact that 68 million Americans have no life insurance. And most people who are insured have far less coverage than expert thinks they should have.” Click here to read the entire article.
President Nat Perlmutter's Call to Action
If you weren't able to attend the 2010 AALU Annual Meeting or you want to listen again to President Nat Perlmutter's stirring message to members, click below to view his Call to Action.
In his remarks, Perlmutter charged members to behave like white-water rafters and aggressively face the challenges ahead: "Now is the time when we need to be running towards our Congressional leaders. They need our help and need it badly, whether they realize it or not".
You can view and share all of Nat Perlmutter's remarks by clicking here.
The Association For Advanced Life Underwriting Announces 2010-2011 Board of Directors
The Association for Advanced Life Underwriting has elected the 2010-2011 board of directors and officers at the Association’s 53rd Annual Meeting in Washington, DC.
Nathan M. Perlmutter, CLU, ChFC, of New York City will serve as the AALU’s president. He is the Founder, President and Chief Executive Officer of the Forest Hills Financial Group, Inc, and is an award winning insurance professional who has served in leadership roles at numerous life insurance associations including NAIFA, the New York City General Agents and Managers Association, Atlantic Agency Managers Association, the New York City Association of Life Underwriters, and the Life Insurance division of the Anti-Defamation League.
The AALU is now on Facebook and Twitter.
The AALU is now on Facebook and Twitter. If you use these social media and sharing tools, you can follow AALU news and information, starting with events at our 2010 Annual Meeting.
Follow us on Twitter at AALUmeetings and become a fan on Facebook of the Association for Advanced Life Underwriting page.
Company news and information will continue to be available at www.aalu.org
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Membership in AALU is like an insurance policy. It provides protection against a host of threats to our products. We have a positive story to tell legislators, many of whom misunderstand what you do and the products you sell. Membership in AALU is a smart business decision.
Join AALU and you’ll benefit from associating with an elite group of sophisticated financial advisors. If your market is estate or business planning, executive compensation or other advanced uses of life insurance, AALU is your association.
AALU Bulletin No. 10-85
This Washington Report summarizes a few of the more important cases and rulings in the estate and gift tax areas which were decided or reported by the courts and the Internal Revenue Service in April of 2010, and on which we have not previously reported in Bulletins on insurance-related estate and gift tax matters.
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