Webinars


What the Sophisticated Life Insurance Advisor Needs to Know about Gifting Strategies in 2019

Topics: Gifting Strategies

Join us as Michael Fontanini, VP of Advanced Sales & Design at Lion Street and Caroline McKay, AVP & Counsel of Advanced Markets at John Hancock, discuss gifting strategies for the year ahead given the temporarily-doubled estate tax, gift tax, and GST under the TCJA. Click here to download full slide deck.

The SEC Standard of Care Proposal and Best Interest Regulation: Where Do We Go from Here?

Topics: Advisor Standard of Care, Best interest, Regulation, SEC

Join us as Bridget McNamara-Fenesy, CEO & President of M Holdings Securities, and Jim Lundy, Partner at Drinker Biddle discuss the SEC’s Standard of Care Proposal and AALU’s engagement to date, as well as the Proposal’s intersection with best interest efforts at the state level. Bridget and Jim will review the key tenets of the…

The Results are In; What do they mean for YOU?

Topics: Midterm Elections

Tired of the bickering about the elections? Want to cut through the noise and understand what happened and what it means for your business and your clients? Tune in for a special AALU Webinar: The Votes are Cast and Counted: What does it mean for you? Josh Holmes and Chris Morton will break it all...

AALU 2018 Midterm Election Preview

Topics: Midterm Elections

Listen in as AALU’s tax counsel Ken Kies and Jeff Ricchetti provide insights into Tuesday’s midterm elections. Along with Josh Caron from AALU, they discuss how many seats the Democrats might pick up in the House, how the Republicans will hold the Senate, and what affect the President will have as he barnstorms the country....

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,…

Strategies for Success: Decoding Tax Reform: Portfolio Stabilization Using Life Insurance

Join us as Senior Managing Director Howard Sharfman and Managing Director Leigh Harter of NFP Insurance Solutions discuss how life insurance can be used to mitigate portfolio volatility. Building off their Annual Meeting presentation, Howard and Leigh will discuss the evolution and marriage between assets under management (AUM) and life insurance to ensure the best…

Improving Risk-Adjusted Portfolio Returns Using Life Insurance: A Framework for Life Insurance Professionals

Join us as Chris Kaplan, Vice President of Specialty Markets & EPG Sales at AXA US, builds upon his Annual Meeting presentation. Chris will discuss using a quantitative framework to better position life insurance as an asset class, with practical applications for life insurance professionals. Chris will walk through how this quantitative framework is applicable…