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Description
Committee
Key Issues
Responsibilities
Length of Committee Service
Duties/Timeline
Get Involved
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Description:
The Best Practices Committee was created in 2005, implementing a recommendation from the 2004 AALU Strategic Plan. The purpose of the committee is to focus and recommend policy to the AALU Board on special issues involving practices which could potentially pose a tax threat to advanced life insurance planning which fall outside of the purview of other AALU issues committees. To date, this committee has focused on and helped the Board set policy and standards relating to so-called investor- originated life insurance or stranger-originated life insurance.
Committee
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Matt Andersen
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Terry Kaltenbach
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Daniel B. Barry
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Kurt Laning
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Daniel F. Byrne
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Jim Monteverde
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John Carter
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Rod Sager
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Mark A. Chandik
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Lou Shuntich
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Christy Corado
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Gary Sitzmann
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Mike Corry
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Peter Viliesis
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Mark Eden
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Chuck VanDevander
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Lori Epstein
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Randy Zipse
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Debra Hoag
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Key Issues
Any issue that falls outside the purview of the other issues committees; stranger-originated life insurance
Responsibilities:
- Participate on scheduled conference calls, as needed, to discuss issues.
- Communicate to Chair and AALU staff liaison any concerns about issues affecting the use of life insurance in the Best Practices arena.
- Provide timely input requested by Chair and AALU staff liaison on priorities and approach to pending issues in the Best Practices arena—whether by email, individual phone calls or committee conference call.
Length of Committee Service:
- May 1, 2008 through April 31, 2009.
Duties/Timeline
- Meet with AALU staff and counsel via conference call to discuss issues as they arise.
- Receive periodic updates on issues developments from AALU and provide input.
Get Involved!
If you’re interested in becoming more involved and serving on an AALU committee, please contact Sarah Spear at spear@aalu.org.
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