Whether this is your first or 10th time attending AALU’s Annual Meeting, this is a great opportunity to learn the ins and outs of our new and improved conference. Get ready to make the most of your three days at TRANSFORM 2019! Click here to view the full slide deck. .
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.Executive Summary More than 75% of Americans believe there is currently a retirement crisis in this country[1]. Members of Congress in both political parties share the ambition to tackle the problem. AALU has been active in advocating to increase access to the retirement system alongside our industry partners and will continue to do so in…
Chet and Chris began developing their relationship with Congressman Gottheimer in 2017, first meeting with his staff in D.C. and gradually getting to know the Congressman himself. As Chet said at the breakfast: “I’ve been a long-time member of AALU, and at first I was really intimidated by getting to know a member of Congress.…
April 19, 2019 Disclaimer This memorandum is not intended to constitute tax or legal advice. The Regulation https://www.govinfo.gov/content/pkg/FR-2019-03-25/pdf/2019-05400.pdf Comments are due May 9, 2019. Background The Tax Cuts and Jobs Act of 2017 included language that modified the Transfer for Value rules related to certain life insurance contracts by subjecting them to new reportable policy…
Disclaimer This memorandum is not intended to constitute tax or legal advice. The Regulation https://www.govinfo.gov/content/pkg/FR-2019-03-25/pdf/2019-05400.pdf Comments are due May 9, 2019. Background The Tax Cuts and Jobs Act of 2017 included language that modified the Transfer for Value rules pertaining to certain life insurance contracts by subjecting them to new reportable policy sale requirements. This…
Executive Summary More than 75% of Americans believe there is currently a retirement crisis in this country[1]. Members of Congress in both political parties share the ambition to tackle the problem. AALU has been active in advocating to increase access to the retirement system alongside our industry partners and will continue to do so in…
April 19, 2019 Disclaimer This memorandum is not intended to constitute tax or legal advice. The Regulation https://www.govinfo.gov/content/pkg/FR-2019-03-25/pdf/2019-05400.pdf Comments are due May 9, 2019. Background The Tax Cuts and Jobs Act of 2017 included language that modified the Transfer for Value rules related to certain life insurance contracts by subjecting them to new reportable…
Disclaimer This memorandum is not intended to constitute tax or legal advice. The Regulation https://www.govinfo.gov/content/pkg/FR-2019-03-25/pdf/2019-05400.pdf Comments are due May 9, 2019. Background The Tax Cuts and Jobs Act of 2017 included language that modified the Transfer for Value rules pertaining to certain life insurance contracts by subjecting them to new reportable policy sale requirements. This…
Chet and Chris began developing their relationship with Congressman Gottheimer in 2017, first meeting with his staff in D.C. and gradually getting to know the Congressman himself. As Chet said at the breakfast: “I’ve been a long-time member of AALU, and at first I was really intimidated by getting to know a member of Congress.…
