AALU Library

The AALU Library gives you access to all your premium content. With all the best information organized in one place and searchable, it has never been easier to find the information to help you maximize your business. From deeper dives into diverse topics with our Washington Report Marketplaces to issue one-pagers and webinars featuring industry leaders with decades of experience, the AALU Library is your one-stop-shop for policy and professional updates.

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

James Joyce Jerry Hemmer Phillip Sarnecki Raymond Bening Scott Iodice Nicholas Bowman Louis Gardner Brady Knight Vanessa Beechler Joseph Murnane Corey A. Metz J.R. (Francis) Burke Scott Cahill Steven Broadbent Andrew Hart Michael Kentor David V. Orsolino Peter Fleming Anthony J. Domino Mark Gelbman Clint Crocker Michael Bree Jeffrey Peterson Robert Ducato Scott Holton Emily…

Post-Mortem Liquidity Planning: A Fiduciary’s (Limited) Toolbox. 

This WR Marketplace was created exclusively 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 #19-18 was written by Jonathan A. Schwartz, Associate, and Jennifer M. Smith, Counsel, BakerHostetler The AALU WR Newswire and WR Marketplace are...

New York’s Department of Financial Services Releases Long-Awaited Guidance on Rule 187:  What Producers Need to Know

September 25, 2019 WRN 19.09.25 New York’s Department of Financial Services Releases Long-Awaited Guidance on Rule 187: What Producers Need to Know The New York Department of Financial Service’s (NYDFS) new Best Interest regulation for life insurance and annuity transactions (Rule 187) requires producers to make significant changes in how they develop, document, and disclose…

Are We There Yet?

This year at TRANSFORM 2019, we made a ton of changes—some little and some big. Arguably one of the largest was convening a Disrupters panel, featuring the former CEOs of MapQuest, Borders Bookstore and the former Chief Solutions Officer of Yahoo. In the 90s and early 2000s, those were leaders of industries, but along came…