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MISSION STATEMENT

"To provide financial institution management with the requisite tools to
maintain prudent oversight regarding the purchase, reporting and
risk management of Bank Owned Life Insurance and
the administration of nonqualified executive benefit plans."

•  Pre-Purchase Analysis
•  Independent Risk Management Review
•  Post-Purchase Risk Management

News
01-26-2010 January 2010 Newsletter Available
01-15-2010 Washington Report 10-07, IRS Establishes a 409A Document Correction Program.
01-14-2010 IRS Notice 2010-6: Guidance on Correcting 409A Document Failures
12-03-2009 AALU's Washington Report 09-129, Purchasers of BOLI Policies Are Entitled To Loss Deductions Under IRC Section 165 On Surrender of Policies.
07-29-2009 July 2009 Newsletter Available
05-15-2009 AALU's Washington Report 09-48, Estate of Deceased Bank Employee Brings Class Action Lawsuit Against Citibank for Proceeds of BOLI Policies
Read more...
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