July 17, 2019 WRN 19.07.17 Whether producers are ready or not, New York’s new “Best Interest” rule Regulation 187 (“the Rule”) will first apply next month, August 1st, for annuity transactions, and on February 1, 2020 for life insurance transactions. As we summarized in our previous Issue Alert, the Rule makes important changes that require…
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.Below are national polling averages from both before and after the debates. Former Vice President Joe Biden took the biggest dip, while Sen. Kamala Harris (D-CA) more than doubled her share of support. While Biden remains the overall leader, Harris’s surge in polling shows that her debate performance resonated heavily with voters – at least…
This past Monday, AALU Ambassador Jeff Peterson hosted Rep. Mike Thompson at the Northwestern Mutual Offices in San Francisco. Rep. Thompson, who represents Northern California’s 5th district which covers Napa Valley, has long been a champion of financial and retirement security issues facing our industry and consumers. The conversation was a productive one, with Jeff…
The most expedient way to pass the SECURE Act before August is through unanimous consent—the procedure by which a bill can be passed without the usual debate and amendment procedures because all senators agree. However, it only takes one senator to block this route, and three senators currently have objections. Sen. Ted Cruz (R-TX) wants…
This past Monday, AALU Ambassador Jeff Peterson hosted Rep. Mike Thompson at the Northwestern Mutual Offices in San Francisco. Rep. Thompson, who represents Northern California’s 5th district which covers Napa Valley, has long been a champion of financial and retirement security issues facing our industry and consumers. The conversation was a productive one, with Jeff…
Below are national polling averages from both before and after the debates. Former Vice President Joe Biden took the biggest dip, while Sen. Kamala Harris (D-CA) more than doubled her share of support. While Biden remains the overall leader, Harris’s surge in polling shows that her debate performance resonated heavily with voters – at least…
The most expedient way to pass the SECURE Act before August is through unanimous consent—the procedure by which a bill can be passed without the usual debate and amendment procedures because all senators agree. However, it only takes one senator to block this route, and three senators currently have objections. Sen. Ted Cruz (R-TX) wants…
July 12, 2019 Efforts To Pass SECURE Act Before August Recess Face Hurdles In Senate The SECURE Act, legislation to improve our nation’s retirement security, passed the House last month on a 417-3 vote, and many were hopeful that the strong bipartisan support would lead to swift passage in the Senate. However, there are a...
July 11, 2019 Practice Management and Marketing How To Host A Successful Client Event This Wealth Management piece discusses a number of steps that advisors can take to rethink traditional client events and create a more meaningful and personalized experience. Read More Tax and Regulatory Development The Coming Legal Challenge to State Fiduciary Standards The…
Top four takeaways from the Congressional Management Foundation’s webinar on building relationships with lawmakers: The form of advocacy that most influences Members of Congress is in-person meetings with constituents – especially constituents who are representing a larger group or organization. In CMF’s research and surveys, these meetings ranked significantly higher than meetings with lobbyists. The…