AALU Weekly Briefing for May 13, 2014

Tuesday, May 13, 2014




May 13, 2014

This Weekly Briefing has been prepared exclusively for Keith Eig, Greenberg Wexler & Eig, LLC

May Monthly Advocacy Teleconference – Today at 11:00 am EST

Later this morning, join the AALU’s legislative team for a debrief on the 2014 AALU Capitol Hill Club—held last week as part of the 2014 AALU Annual Meeting. During the call, our speakers will breakdown what took place on Capitol Hill, including, among other items: turnout and meeting participation metrics; reports from congressional offices and our Town Hall events; analysis of the effectiveness of this year’s messaging; and what to expect in the days and months ahead from Congress and the AALU. 

Dial: 1.877.310.6487
Code: 915.307.5508 

The Monthly Advocacy Teleconferences are supported exclusively by MetLife. 

Couldn't attend the Annual Meeting? Watch on OnDemand!

Just because you didn't make it to the 2014 AALU Annual Meeting doesn’t mean you can’t take advantage of the industry leading learning opportunities. With an AALU OnDemand subscription you receive 24/7 access to workshops, Masters Classes and Main Stage presentations. Click to see the available workshops and sessions.

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Upgrade your AALU OnDemand subscription here to include the AALU’s new Essential Wisdom Series Webinars for only $49.

Save the Date!

The 58th AALU Annual Meeting will be held on May 3-5, 2015 at the Marriott Wardman Park Hotel in Washington D.C.

Click to add it to your calendar.

Tell Us About Your Capitol Meetings

If you attended a Congressional meeting, it's important that we capture how the Members of Congress and their staff responded to our message.

Please take a minute and fill out our Congressional Feedback form here


Women need to pay special attention to estate planning

Estate planning is essential for all families, but women especially need to make it a priority. "It's not that there are different estate-planning tools for each sex. But women are likelier to live longer, they're likelier to be custodial parents and, speaking generally, women often approach the topic differently than men," writes Andrea Coombes.

Read more



AALU's Cadin: Public policy is going in the wrong direction 

In advance of the 2014 Annual Meeting of the Association for Advanced Life Underwriting, being held in Washington, D.C., May 4-6, NU Senior Editor Warren S. Hersch spoke with Marc Cadin, AALU's Senior Vice President of Government Affairs. The interview covered legislative and regulatory developments that are top of mind for AALU's leadership, as well as initiatives underway to help advance the association's aims.

Read more



WRNewswire - 14.05.12

Topic:  Age Adjustment Clause Allows Carrier to Reduce Death Benefit to Reflect Insured’s True Age

Click to download the full report.

WRMarketplace - 14-18

Topic: More IRS Guidance on DOMA: Qualified Retirement Plans after DOMA Repeal

Click to download the full report.

Thank you for attending the 2014 AALU Annual Meeting

Thank you for attending the 2014 AALU Annual Meeting. Feedback from attendees has been overwhelmingly positive, but there is always room for improvement. Please take a moment to provide your comments on the overall meeting.

Click here