AALU Live Webinar - February 25, 2010 at 4:15pm EST
"Aligning Charitable Giving & Life Insurance: Best Practices, Planning Techniques, and Philanthropic Benefits"
Click here to register for the upcoming webinar.
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!
Click here to renew your 2009-2010 Dues Online
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. 10-17
President Obama’s proposed 2011 budget provides further insight into the “Financial Crisis Responsibility Fee,” a proposed $90 billion tax on the largest financial institutions (including insurance companies). President Obama first proposed the tax on January 14, 2010. (See our Bulletin No. 10-09.) The new proposed 2011 fiscal budget offers, on pages 29 and 30 of General Explanations of the Administration's Fiscal Year 2011 Budget, Department of the Treasury (February 2010) ("Greenbook"), few new details not previously provided.
learn more
|