Business Insights

There are no upcoming webinars at this time.

Meghann McKenna

Meghann McKenna, CLU®, ChFC®, CLTC

Owner & Financial Adviser, McKenna Financial

From the Members

Question: Why are you involved with AALU?

Answer: “AALU’s in-depth content and updates like the Washington Report and the WR Newswire help me stay on top of current industry changes to better serve my clients.”

Provide Your Answer 

Jerry Borrowman, CLU, ChFC, CAP, MSFS

Director Advanced Markets, Penn Mutual

From the Members

Question: What is your favorite member benefit?

Answer: “The Washington Report is outstanding for keeping in touch with current events and trends in advanced markets. I use it to communicate with attorneys and CPAs to keep them updated, and to let them know of our expertise in advanced client situations.”

Provide Your Answer 

Gregg LaSpisa, CLU

Regional President & Divisional Executive Vice President, AXA

From the Members

Question: What is your favorite member benefit?

Answer: “The best member benefits are the daily political updates and having the chance to network with other top producers in the industry.”

Provide Your Answer 

Business Insights Updates

Strategies for Success: Decoding Tax Reform: The PPLI Opportunity for Producers

Join us for a discussion about the private placement life insurance (PPLI) market and how it can be a tool for producers to help their clients. We are fortunate to be joined by Ken Foley, Senior Vice President, Agency Distribution at Lombard International; Michael Mingolelli, President of Pinnacle Financial Group (M Financial); and Eric Naison-Phillips,…

Protecting Your Charitable Deduction – The IRS Issues Final Guidance.

Topics: Charitable giving, Estate planning, Trusts

To support and encourage charitable giving, the Internal Revenue Code (“Code”) provides an income tax deduction for contributions to qualified charities. After the Tax Cuts and Jobs Act of 2017 (“Tax Act”), this is one of the only substantial deductions left to wealthier taxpayers. However, the substantiation rules for claiming this income tax deduction are…

IRS Issues New 162(m) Rules Related to Grandfathered Benefits under Deferred Compensation Plans.

Topics: 162(m), COLI/BOLI, Congress, NQDC, Tax reform

Changes to 162(m) made by the Tax Act expand the $1 million deduction limit for covered employees at public companies. NQDC amounts accrued as of November 2, 2017 can escape these expanded deduction limits if the NQDC amounts meet certain grandfather requirements to remain covered by the pre-Tax Act 162(m) rules (“old 162(m)”). The Notice…