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Industry Groups, Senators Make Big Push For SECURE Act

Topics: AALU in the News

JOHN HILTON – 10/21/2019 As the days on the U.S. Senate calendar tick away, industry groups are trying a last-ditch push to get its favored retirement-security bill a vote. In a letter this week to Senate Majority Leader Mitch McConnell, R-Kent., Sen. Tim Scott, R-S.C., lobbied for immediate Senate consideration of the bipartisan Setting Every…

SECURE Act Letter – Senator Scott

October 15, 2019 The Honorable Mitch McConnell Majority Leader United States Senate S-230, The Capitol Washington, DC 20510 Dear Leader McConnell, We are writing about the importance of the Senate passing the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This bipartisan legislation would expand access to retirement plans for millions of Americans, especially…

Estate Planning w/ SLAT’s, Bucketing Systems For Asset Allocation, How Family Meetings Can Create Prospecting Opportunities, and More

October 17 , 2019 How Bucketing Systems Can Simplify Asset Allocation In this Financial Advisor piece, Morningstar’s Director of Personal Finance Christine Benz discusses how a bucketing system can help clients grasp the basics of asset allocation and plan retirement withdrawals. She discusses the benefits of splitting retirement assets into three buckets—short-term spending, mid-term (fixed...

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

Rick Abell Mark Gelbman Brian Olenick James Adkins Kevin Gianfortune David Orsolino Tricia Arnone Morey Goldberg Jeffrey Ostrum Timothy Ash Diana Greenberg-Hudson Brian Pangburn Jason Bach John Griffin Charles Parks Odon Bacque Angelo Haddad Richard Patterson Christy Barilotti Mark Hale Scott Peelen Ryan Barradas Matt Halvorson Nathan Perlmutter Corey Basehore Evan Harnik Walker Person…