Advocacy

AALU is the leading advocate on Capitol Hill for life insurance & annuities

Standing on the Shoulders of Giants

AALU’s Leadership in Tax Reform

Featured Advocacy Updates

Ambassadors in Action – 11.8.19

Toward the end of the month, a group of our Ohio members (George Blaha, Terry Horan, Gregg LaSpisa, Larry Rybka, and Jason O’Dell) coordinated a lunch for Sen. Rob Portman (R-OH) who sits on the Senate Finance Committee – a powerful committee that has jurisdiction over many of the profession’s issues. The next day, Brad…

View All

Advocacy Updates

Impact of the Treasury Department’s Final Regulations on Reportable Policy Sales on COLI/BOLI Marketplace

Topics: Transfer for value

Disclaimer This memorandum is not intended to constitute tax or legal advice. The Regulation https://www.govinfo.gov/content/pkg/FR-2019-10-31/pdf/2019-23559.pdf Publication Date: October 31, 2019 Background The Tax Cuts and Jobs Act of 2017 (the “TCJA”) modified the prior-law exceptions of the Transfer for Value rules (“TFV Rules”) to include a new reportable policy sale requirement that is applicable to…

Ambassadors in Action – 11.8.19

Toward the end of the month, a group of our Ohio members (George Blaha, Terry Horan, Gregg LaSpisa, Larry Rybka, and Jason O’Dell) coordinated a lunch for Sen. Rob Portman (R-OH) who sits on the Senate Finance Committee – a powerful committee that has jurisdiction over many of the profession’s issues. The next day, Brad…

Treasury Department Releases Final Transfer for Value Regulations

October 28, 2019 WRN 19.10.28 Treasury Department Releases Final Transfer for Value Regulations Late Friday, the Treasury Department issued final regulations regarding reportable policy sales stemming from changes in the Tax Cuts and Jobs Act (TCJA). We are still reviewing the final regulations, however, it is clear that Treasury was responsive to AALU feedback about…

Meet the Two Newest Members of Congress

The February passing of longtime NC-03 Rep. Walter Jones (R-NC) left a vacancy in his safely red district. This set up a crowded and competitive primary contest for the Republican nomination. The Republican frontrunners, Greg Murphy and Joan Perry, were locked in a seemingly close race headed into the April 30th primary, but with the…

Ambassadors in Action: Maryland, Indiana, & North Carolina

Ambassador David Wexler (M Financial) hosted House Majority Leader Steny Hoyer (D-MD) here in Washington, D.C. The Leader shared his thoughts on the SECURE Act, as well as how the conversation around Democrat revisions to the TCJA would play out going forward. In Charlotte, Ambassadors Charles Stegall (Guardian), Dan Barry (NFP), and Ken Samuelson (NFP)…

Questions about Advocacy?


Contact

Chris Morton

Executive Vice President of Government Affairs & Business Strategy

Josh Caron

Assistant Vice President of Political Affairs

Armstrong Robinson

Vice President of Legislative Affairs