Decoding D.C.

AALU’s weekly Government Affairs product covering essential policy and politics for the advisor.


AALU’s Historic Advocacy Year in Photos

January 3, 2020 With the strong growth and engagement of AALU Ambassadors, we’ve had an outstanding year! We have built new relationships on Capitol Hill, educated hundreds of lawmakers and staff, and advocated successfully on behalf of your business and your clients. Just this year, we created 55 new relationships between Ambassadors and lawmakers, raised…

AALU WIN: SECURE Act Soon To Be Law

December 20, 2019 SECURE Act Soon to Become Law – Included in Spending Deal Passed Yesterday Financial security professionals received good news this week when congressional leadership included the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) in their end-of-the-year legislative package. On Monday, congressional leadership released the details of…

AALU Scores Advocacy Win with Treasury’s TFV Regulations and More

December 6, 2019 AALU Scores Advocacy Win with Treasury’s TFV Regulations Life insurance practitioners working in the COLI/BOLI marketplace have waited with bated breath for the Treasury Department’s transfer for value regulations since the Tax Cuts and Jobs Act (“TCJA”) was passed in 2017. For readers less familiar with the issue, the TCJA modified the…

Scalia Takes Over DOL Rulemaking, Best PACTOBER Yet, Ambassadors on the Hill

November 8, 2019 Washington Update Ambassadors in Action Left: Greg LaSpisa (AXA), Larry Rybka (Valmark), Sen. Rob Portman (R-OH), George Blaha (Northwestern Mutual), Terry Horan (M Financial) Right: Rich Maus (New York Life), Mark Murphy (Guardian), Republican Whip Steve Scalise (R-LA), Tim McLanahan (M Financial) Left: Rep. Jackie Walorski (R-IN), Brad Stewart (Northwestern Mutual) Right:...

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…

Bipartisan INSIGHTS, AALU Board on Capitol Hill, A First for PACTOBER

October 25, 2019 AALU Board of Directors on Capitol Hill During their fall meeting, the AALU Board took to Capitol Hill, just like TRANSFORM participants did during Capitol Hill Club. They shared stories with lawmakers about the important work that you do for your clients every day to help secure their retirement (pun intended), construct…

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)…

PACTOBER 2019 Contributions

Rick Abell Mark Gelbman Brian Olenick James Adkins Kevin Gianfortune David Orsolino Tricia Arnone Morey Goldberg Jeffrey Ostrum Timothy Ash Diana Greenberg-Hudson Brian Pangburn Jason Bach John Griffin Charles Parks Odon Bacque Angelo Haddad Richard Patterson Christy Barilotti Mark Hale Scott Peelen Ryan Barradas Matt Halvorson Nathan Perlmutter Corey Basehore Evan Harnik Walker Person…