Advanced Life Underwriting


Also found in: Acronyms.

Advanced Life Underwriting

A complicated process by which an insurance company looks at a person's financial situation in order to determine his/her life insurance needs. Advanced life underwriting is usually done when the potential policyholder has a large number of assets and liabilities, and would owe the estate and other taxes upon death. Advanced life underwriting is usually done by an expert because ordinary insurance underwriters are often poorly equipped to handle the process.
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Sarah Spear, JD, LLM, is the director of policy and public affairs at the Association for Advanced Life Underwriting in Washington D.
He is a former member of the board of directors of and current member of the Qualified Plans Committee of the Association for Advanced Life Underwriting (AALU).
He is also a past Trustee of the Life Underwriter Training Counsel (LUTC) and has dedicated his time to the Association for Advanced Life Underwriting (AALU) as its past President.
The letter was signed by the Association for Advanced Life Underwriting, the American Council of Life Insurers, GAMA International, the National Association of Insurance and Financial Advisors, and the National Association of Independent Life Brokerage Agencies.
28 /PRNewswire/ -- The American Council of Life Insurers (ACLI), the Association for Advanced Life Underwriting (AALU), the National Association of Insurance and Financial Advisors (NAIFA), and the National Association of Independent Life Brokerage Agencies (NAILBA) are calling for changes to state regulation to protect the vital, social purposes of life insurance from transactions known as stranger-originated life insurance (STOLI).
He is also a member of the National Association of Variable Annuities, the National Association of Insurance & Financial Advisors, the Society of Financial Services Professionals, and the Association for Advanced Life Underwriting.
He is a member of the Association for Advanced Life Underwriting (AALU) and serves on the AALU Nonqualified Benefits Committee.
Bentz is a member of the Association for Advanced Life Underwriting and past president of the Denver Chapter of Business and Professional Women.
Tony's professional credentials include Life and Qualifying Member of the Million Dollar Round Table; member of the General Agents and Managers Association, Master Agency Level; member of the National Association of Independent Financial Advisors; and member of Association of Advanced Life Underwriting (AALU).
Schiff has served in numerous insurance industry leadership roles such as current president of the Association for Advanced Life Underwriting (AALU); former chairman of the International Million Dollar Round Table Top of the Table; and former national chairman of continuing education for the Society of Financial Service Professionals.
An industry leader, Rothschild is a past board member of the Association for Advanced Life Underwriting (AALU).
Landsberg is active in industry organizations, including: American Bar Association, Association for Advanced Life Underwriting, National Association of Insurance & Financial Advisors, Society of Financial Service Professionals and the American Society of Pension Actuaries.
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