David Wexler recently appeared on a nationally broadcasted webinar, hosted by the Association of Advanced Life Underwriting (AALU), a national advocacy organization dedicated to serve the needs of life insurance community. During this webinar, David was joined by Mark Teitelbaum, the current chairmen of AALU’s Wealth Transfer Committee and Justin Brown, the Vice President of Legislative Affairs at the AALU. Together, they analyzed the potential effects of tax reform and estate tax repeal on insurance advisors and their clients. In addition, the panel shared their recent experience with clients and others professional advisors about their responses to proposed changes by the new Administration.
The Association of Advanced Life Underwriters – AALU – Annual Meeting was back in town this past week and all three partners, Scott Greenberg, David Wexler, and Keith Eig, were in attendance along with many other life insurance professionals from the M Financial Group community, including president, Fred Jonske.
This year’s agenda was filled with top keynote speakers, including Futurist Dr. Peter Diamandis kicking off on Sunday. Other speakers included Apple co-founder Steve Wozniak; Barbara Corcoran of television’s Shark Tank; Jason Dorsey, The Gen Y Guy; Governor Mitt Romney, former Presidential Candidate and Massachusetts Governor, and comedian/television actor Bill Engvall. There were also many informative Professional Development workshops and numerous opportunities to connect and network with other AALU members and meeting attendees.
AALU was founded in 1957 and has flourished into a lobbying, education, and networking resource for the nation’s top life insurance producers. Their mission is to promote, preserve, and protect advanced life insurance planning for members, their clients, the industry, and the general public. With over 2,200 insurance professionals as members, the annual meeting is seen as the premiere learning, networking, and advocacy event in the life insurance community.