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TRANSFORM 2019: Newcomer’s Webinar

Topics: TRANSFORM 2019

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. .

Retirement Security in the 116th Congress

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…

Back in-District – AALU Members host Rep. Josh Gottheimer (D-NJ)

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.…

Impact of proposed regulations on reportable policy sales on COLI/BOLI marketplace

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…

Impact of proposed regulations on reportable policy sales on COLI/BOLI marketplace

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…

Retirement Security in the 116th Congress

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…

Impact of proposed regulations on reportable policy sales on COLI/BOLI marketplace

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…

Impact of proposed regulations on reportable policy sales on COLI/BOLI marketplace

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…

Back in-District – AALU Members host Rep. Josh Gottheimer (D-NJ)

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.…

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