2010 AALU Annual Meeting
The brutal winter of 2010 is causing delays all across the country that cost businesses millions of dollars. Here's a delay that will save you money.
We'rd extending the 2010 AALU Annual Meeting early registration deadline through Monday, March 15th so you can still save off the meeting registration fee.
Register Now!
Members' Exclusive - Estate Planning Teleconference Recording Now Available
AALU CEO David J. Stertzer hosted an Estate Tax Legislative Update on February 2, 2010 for AALU members. The panel of experts featured Ken Kies, Jeff Ricchetti, Ken Samuelson, Neal Groff and Diana Zeydel discussing the outlook for congressional action on the Estate Tax and the practical implications for insurance professionals working with estate planning clients. Click here to access the recording - Members Only.
The AALU joined with Association peers in issuing the following news release in reaction to Obama
“As an industry that helps 75 million American families and thousands of businesses responsibly plan for their financial futures, the life insurance industry is deeply concerned about provisions in the president’s proposed 2011 budget that amount to new taxes on products that provide security and peace of mind."
Editorial from AALU CEO David J. Sterzer, FLMI
While people worry more about retirement, Americans are turning to life insurance products to help fund their retirement. There’s more to do.
AALU Letter to The Wall Street Journal Editor
The Wall Street Journal recently published an article - "Executives Enjoy 'Sure Thing' Retirement Plans" (WSJ - 12/16/09) - deferred which mischaracterized the risk assumed by executives who participate in non-qualified deferred compensation plans. Read AALU CEO David J. Sterzer's letter to the editor in response.
Fiduciary Harmonization: The Threat of a 'One Size Fits All' Standard
Click on the play button to view the Brainshark presentation "Fiduciary Harmonization: The Threat of a "One Size Fits All" Standard. Commentary by Jim Benson, CLU, Principal at Clark Wamberg, LLC. and Christopher Morton, VP of Legislative Affairs at AALU.
Visit our New and Improved Financial Literacy Website and Get Involved!
AALU has constructed a comprehensive website that allows its members to rollout a financial literacy class in their communities, foster insurance literacy and political advocacy between our members and their lawmakers, and forge a relationship with industry allies. Visit our new website at aaluaction.org/finlit and get involved!
Visit the AALU Newsroom for all the lastest on AALU!
Read all the latest on AALU; from archived CEO and Presidents Messages, to articles from the General Media of interest to AALU members, to video clips from our 2009 Annual Meeting, it’s all available here in the AALU newsroom!
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. 10-26
In May 2009, the Internal Revenue Service released IRS Notice 2009-48 to provide significant new guidance under Revenue Code sections 101(j) and 6039I, which address the tax treatment and impose annual reporting requirements for employer-owned life insurance contracts, more commonly referred to as corporate-owned life insurance or COLI (see Bulletin No. 09-56). Since the release of this guidance, which was issued, at least in part, in response to efforts by AALU to obtain additional guidance from the Revenue Service on the many issues raised by Revenue Code sections 101(j) and 6039I, a number of AALU Members have identified potential issues regarding some of the guidance that was provided in IRS Notice 2009-48. This Bulletin discusses the additional issues that have been identified to date.
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