Description

The primary purpose of the committee is to recommend policy to the AALU board on
issues affecting charitable planning, with a particular focus on matters impacting the
use of life insurance in charitable planning. The committee members bring the marketplace
expertise to help, with AALU counsel, staff and industry partners, arrive at legislative or
regulatory approaches to protect legitimate practices from legislative or regulatory risk or
address abusive practices which could pose threats to advanced life insurance planning.
Most issues require continuous monitoring and frequent reevaluation of strategy. A
second purpose of the committee is to indentify topics and speakers for AALU’s
Annual Meeting, educational and hot topic webinars, and other forums which will be
of greatest benefit to AALU members.

Key Issues

Legislative and regulatory developments impacting charitable planning with a particular
focus on matters impacting the use of life insurance in charitable planning.

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.

Committee

Co-Chair: Kelly Kidwell
Co-Chair: Peggy Hollander
Board Liason: Anthony Domino

Members