AALU Ambassadors Insider

This month, we sit down with Jim Hebets, President of The Hebets Company, to learn how Jim and his firm are navigating the crisis, helping clients, and dealing with market volatility surrounding the COVID-19 outbreak.

This month, AALU is joined by Congressman Denver Riggelman (R-VA-5). Rep. Riggelman, who sits on the House Financial Services Committee, is a former military intelligence official in the US Air Force, and a distillery owner with a gregarious personality. In this episode, we chat with the Congressman about his first year in Congress, what he’s learned, and his goals for the future.

Welcome back to AALU’s Ambassador Insider Podcast for our first episode of 2020! This month, our guest Larry Raymond will guide you through the newly passed SECURE Act. Larry is a top expert on pensions, life insurance, qualified and non-qualified plan opportunities with over 30 years of experience in the field. He was awarded the E.H. Meyers Jr. Memorial Award for outstanding service to the life insurance industry in 2006, and formerly served as President of AALU. In this episode, Larry gives a clear picture of the legislation’s key components and the implications for your business and your clients – both immediately and in the long-term. Dive in and learn how to make the most of SECURE, one of AALU’s many legislative win of 2019.

For our December episode of Ambassador Insider, Chris Morton sits down with AALU Counsel and Democratic party insider, Jeff Ricchetti, to chat about the implications of the 2020 election on issues facing life insurance and the financial security profession. What direction is the Democratic Primary election heading? How realistic are some of the candidates’ policies? What will certain election outcomes mean for your business and clients? Tune in to find out.

For our November Podcast, we sit down with AALU Counsel Brad Campbell to discuss the regulatory space. Brad is the former Assistant Secretary of Labor for Employee Benefits and former head of Employee Benefits Security Administration. Brad is considered a prominent voice in the debates over Department of Labor fiduciary regulation. In this episode, Brad will walk you through all of the current and upcoming regulatory initiatives relative to the profession and let you know how to best prepare for any changes or uncertainty.

Tune in this month to hear from the AALU Government Affairs team who discuss all of the recent developments in Washington. In this episode, Chris Morton, EVP of Government Affairs and Business Strategy, and Armstrong Robinson, VP of Legislative Affairs, overview AALU’s recent Board of Directors meeting, outline recent developments related to the SECURE Act, and offer their prospective on the Democratic primary and 2020 election. Be sure to listen and stay up to date on AALU’s advocacy activity!

Tune in to this month’s edition of AALU’s Ambassador Insider podcast to listen to Chris Morton, EVP of Government Affairs at AALU, chat with Representative Brad Schneider (D-IL). In this episode, Rep. Schneider recounts his journey to Congress, his previous career in life insurance, and the parallels between selling life insurance and political advocacy. Rep. Schneider’s journey from life insurance producer to Member of Congress informs his unique perspective on AALU’s work on Capitol Hill. Be sure to give this interview a listen!

In this month’s edition of Ambassador Insider, Armstrong Robinson, VP of Legislative Affairs at AALU, sits down with AALU-endorsed Representative Jackie Walorski (R-IN) to discuss her inspiration for serving in Congress, the importance of constituent advocates, and her outlook for retirement and tax agenda in the 116th Congress.

Many of you subscribe to morning newsletters to stay up-to-date on issues that matter to you, but do you know what it takes to get that information from Capitol Hill to your inbox? Listen in as we chat with Aaron Lorenzo, one of Politico’s leading tax reporters and author of Morning Tax – a daily newsletter covering the latest in tax politics and policy. In this episode, we discuss what led Aaron to cover one of Washington’s most complicated issues, his experiences reporting on the Tax Cuts and Jobs Act, the status of the SECURE Act, and how reporting on politics has changed in the last few years. 

This month, we sit down with Jonathan Marks, Co-Founder and CTO of Quorum - a software specially designed for advocacy. Jonathan shares his perspective on how technology has changed the political landscape, how evolving communication has changed the relationship between lawmakers and constituents, and what role technology will play in the future of politics.

What do Republican Congressman Tom Reed and Democratic Congressman Josh Gottheimer have in common? They lead a bipartisan group of lawmakers known as the Problem Solvers Caucus. Comprised of forty-eight members who seek to develop cooperation on key policy issues, the Problem Solvers Caucus works to find solutions to today’s most divisive issues -  ranging from tax reform to healthcare. We sat down with these lawmakers to discuss their vision for this Congress and the importance of engagement.

In this month’s episode we are joined by David Hollingsworth and Armstrong Robinson to discuss the latest in budget negotiations in Congress and what was in the recently released tax framework.

On this month’s episode we are joined by Armstrong Robinson, Eric Lundberg and David Hollingsworth to discuss the August recess, a deal between President Trump and Democrats and looking forward to tax reform this fall.  

In this month’s episode, we sit down with Jeff Ricchetti, Armstrong Robinson and Ken Kies to discuss the health care vote, the budget resolution, debt ceiling increase and what it could all mean for tax reform this fall.

This month, Josh is joined by AALU’s Armstrong Robinson and David Hollingsworth to discuss the Comey hearing and Russia investigation, the state of the health care bill in the Senate and the current status of tax reform and the DOL.

In this month’s episode Josh is joined by Dave Tamasi and Chris Morton to discuss President Trump’s first 100 days, the state of the repeal and replacement of Obamacare and what that could mean for tax reform.

On this month’s episode, we are joined by resident experts Justin Brown and David Hollingsworth as we explore the current legislative environment and talk about how reconciliation could factor into any tax reform exercise.

On this month’s episode David Hollingsworth and Justin Brown stop by to give a political update on the first week of the Trump Administration and discuss why the push for tax reform by Republicans seems to be slowing a bit.

This month, Josh sits down with AALU's very own Mike Gleeson and David Hollingsworth to discuss the newest additions to the presidential administration. We also hear from the current President of AALU, Chris Foster, who talks about his term so far.

Policy experts Justin Brown, David Hollingsworth and Michael Gleeson get together to recap AALU’s webinar on the election of Donald Trump and answer AALU member questions about the DOL Fiduciary Rule, tax reform and the estate tax.

This episode features Alane Dent of ACLI, Doug Lathrop of New York Life and Justin Brown of AALU who give a DC insider’s perspective on the election of Donald Trump, what it means for governance in Washington and what the challenges and opportunities for the life insurance industry early in a Trump administration.

This episode features Brad Campbell from Drinker Biddle who shines light on the DOL Fiduciary Role, followed by former AALU Board Member Tim Malarkey, and where the industry has been, where its going, and what markets are the strongest right now.