Description

The primary purpose of the committee is to recommend policy to the
AALU Board on issues relating to the use of life insurance in and the broader
set of issues qualified retirement 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 who practice in
this area of advanced life insurance planning. The committee operates
through a series of monthly conference calls and special conference calls
or meetings on an as-needed basis.

Key Issues

Pension legislation and regulations; tax reform 

Duties/Timeline

-  Steering committee: Meet with AALU staff and counsel via conference
   call to discuss approach to key issues in the Qualified Plans arena on at least a monthly basis.
- General committee: Meet with AALU staff and counsel via conference
   call to discuss issues in the QP arena on at least a quarterly basis.
- Receive periodic updates on issues developments from AALU and provide input.

Committee
Chair: Paul Vecchione
Vice-Chair: April Caudill

Committee Members

Anthony J. Domino Jr.	Paul D. Hinson
Charles William Day III	R. David Watros
E. Dennis Zahrbock	Richard D. Landsberg
Jerome A. Lindberg	Richard Pope
Kelly O. Finnell	Stuart L. Youngentob
Lawrence B. Raymond	Ted A. Kirchner
Matthew Gaglio	W. Luther Pierce
Michael E. Rosenzweig	April Caudill

Broader Issues