Business Insights

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Get to Know

SAGAR M. DALAL
DALAL Capital Advisors
AALU Member Since 2014


In 2014, Sagar joined his father, Mayur, in the family business. 

Sagar assists in all facets of the business, including wealth management, life insurance, estate, charitable and tax mitigation  planning.

He has joined AALU’s TRANSFORM 2019 Program & Experience Committee. He will be volunteering to create a comprehensive and insightful experience.

Get to Know

CHET SCHWARTZ
Strategies for Wealth
AALU Member Since 2008


Chet is a Registered Representative and Financial Advisor of Park Avenue Securities and a Financial Representative of Guardian. Chet brings a “Protection First” philosophy to his discussions to help ensure that any client success already achieved is insulated from outside economic influences that could potentially result in myriad kinds of wealth diminishment. 

Chet is also a member of the AALU Board and Co-Chairs the Member Services Committee. His ability to bring a diverse perspective to the Association’s strategy is essential as AALU continues to broaden its vision and grow the membership.

Business Insights Updates

SECURE Act Impact on QPs, NQDC, IRAs, and More

February 13, 2020 Using Nonqualified Plans to Reduce 401(k)/403(b) Costs This National Law Review article focuses on 401(k) and 403(b) plans where the plan sponsor is incurring the direct cost of contributing additional funds to the 401(k) or 403(b) plan, or is incurring the indirect cost of dissatisfaction from its higher-ranking employees who are unable...

The SECURE Act Is Here, Now What Do We Do? 

Topics: SECURE Act

The WRMarketplace is created exclusively for AALU members by experts at Troutman Sanders and the AALU staff. WRMarketplace #20-03 was written by Jim Earle, Constance Brewster, and Chris Stock. The AALU WR Newswire and WR Marketplace are published by the AALU as part of the Essential Wisdom Series, the trusted source of actionable technical and...

SECURE Act Impact on IRAs, 199A, and More

January 30, 2020 How The SECURE Act Will Affect Business Owners And The New 199A Deduction The elimination of the stretch IRA by the SECURE Act, limiting lifetime distributions to 10 years, can increase a beneficiary’s taxable income and marginal tax rate, as well as cause the loss of other tax deductions. In this Forbes...

Legacy and Retirement Planning Considerations After the SECURE Act

Topics: SECURE Act

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-02 was written by Michael P. Vito, Counsel, and John F. DeStefano, Associate, Baker & Hostetler LLP. The AALU WR…