Transform 2019

April 28 – April 30, 2019 | Washington, DC

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2018 Schedule-At-Glance

Sunday | April 29, 2018

  1. 9:00am - 7:00pm Ambassador & CHC Desk OpenSponsored by Brighthouse Financial
  2. 9:00am - 7:00pm Registration Desk OpenSponsored by Pacific Life Insurance Company
  3. 11:30 AM - 1:30pm Lunch in the Exhibit HallProvided by Principal
  4. 1:00 PM - 1:45pm Concurrent Workshops

2018 MAIN PLATFORM SPEAKER | Navigating The Administration

Mike Allen

Mike is an American political journalist. He is the co-founder and executive editor of Axios and former chief political reporter for Politico.

Sponsored by Crump Life Insurance Services 


Mick Ebeling

CEO of Not Impossible and mastermind of the Eyewriter, Mick is a lauded film, television and commercial executive producer, author, entrepreneur and philanthropist.

Sponsored by Principal


Ritu Basin

Recognized globally for her diversity and leadership expertise, Ritu has received a number of awards and distinctions for her work. She is President of bci, and the author of Amazon bestseller The Authenticity Principle.

Sponsored by AXA


Walter Bond

Think + Execute = Lead! Former professional basketball player, motivational speaker and television show host, Walter, will bring life to the main stage and coach you on how to master the fundamentals and build daily habits to catapult you to success.

Sponsored by Pan-American Life Insurance Group


Amy Cuddy

Amy’s research on body language reveals that we can change other people’s perceptions. Her TED Talk has over 2 million views, and she is known for her research on stereotyping and discrimination, emotions, power, nonverbal behavior and the effects of social stimuli on hormone levels.

Sponsored by The Guardian Life Insurance Company of America


Andrew McAfee

Co-director of the MIT Initiative on the Digital Economy and associate director of the Center for Digital Business at the MIT Sloan School of Management, Andrew is studying the ways IT affects both individual businesses and business as a whole. He is also a bestselling author.

Sponsored by John Hancock Insurance

2018 Professional Development Workshops

Level 201

Hitting the Trifecta: Case Study in Comprehensive Business Planning

This is an actual ownership succession case study for a small/medium private company. It has all the fun stuff – crazy buy-sell arrangement, split dollar, generational planning, long term incentive plan for non-family key people, COLI funded 409A and more. Join us for hands on, real life examples that you can use tomorrow in this marketplace.

Level 301

How COLI can Still be a Desired Financing Vehicle Under The Tax Cuts and Jobs Act?

COLI has been one of the most prevalent mechanisms for corporations to finance the long term obligations of their executive compensation and benefit programs. TCJA’s reduction in corporate tax rate from 35% to 21% has reduced the attractiveness of COLI. This session will focus on the ways that today’s product features can be incorporated into plan designs, expanding the appeal of COLI beyond its tax.

Level 201

Tax Reform Opportunities: 10 Good Life Insurance Planning Ideas

It is often said that change creates opportunities. This is particularly true of tax law changes. Although changes in the tax laws can close some doors, new doors are inevitably opened. This session will focus on ten planning opportunities that life insurance professionals can capitalize on to po-sition life insurance in both the estate and business planning markets.

View All Workshops

2018 Annual Meeting App

The mobile app houses all pertinent information about this year’s meeting program, speakers, workshops, and contests. As an Annual Meeting registrant, you will receive your unique login via a separate email prior to arriving in D.C. – keep an eye out and start engaging with AALU.

Want access to all of the content from the 2018 Annual Meeting?
Get OnDemand Today!

Annual Meeting App Sposnored by

2018 Program Planning Committees

If you’d like to participate in the 2019 AALU Program Planning Committee or would like to submit ideas for Professional Development Workshops or Main Platform Speakers, please contact Laura Henry.

  1. Committee Chairs
  2. Main Platform Subcommittee
  3. Professional Development Subcommittee
  4. Political Engagement Subcommittee
  5. Sales & Marketing Subcommittee

Don’t Forget to Register for the 2019 Annual Meeting!

AALU Annual Meeting April 28 – 30, 2019 | Washington, DC

Register Here