2025-04-21T09:06:14-05:00 2024-06-30 463220328 AKINS HENKE AND COMPANY 600 INWOOD AVENUE NORTH SUITE 140 OAKDALE MN 55128 990 2023-07-01 455087087 ACADEMY OF LIFE UNDERWRITING ACAD 2024953130 1800 M STREET NW 400S WASHINGTON DC 20036 ANN DAY PRESIDENT 2024953130 2025-04-14 1 1 CHRIS J HENKE P01008921 6516363806 2025-04-14 2023 2025-03-06 01:10:19Z JODI MCDONALD 1800 M STREET NW 400S WASHINGTON DC 20036 543443 0 X WWW.ALU-WEB.COM X 2012 PA THE ACADEMY OF LIFE UNDERWRITING IS ORGANIZED TO ESTABLISH AND ADMINISTER (SEE SCHEDULE O)PROFESSIONAL EDUCATION, CERTIFICATION, AND CREDENTIALING PROGRAMS IN THE FIELD OF LIFE INSURANCE UNDERWRITING, AND TO IMPROVE AND ENHANCE BUSINESS CONDITIONS IN THE LIFE INSURANCE UNDERWRITING INDUSTRY. 5 5 0 80 94863 6004 0 0 546990 533374 2710 7902 25 2167 549725 543443 0 0 0 0 0 0 0 0 0 596034 651232 596034 651232 -46309 -107789 576263 475726 0 0 576263 475726 X ALU OFFERS INFORMATION, EDUCATION AND DEVELOPMENT OPPORTUNITIES AND RECOGNITION OF EDUCATIONAL ACCOMPLISHMENTS TO LIFE INSURANCE UNDERWRITERS AND OTHER INDIVIDUALS INTERESTED IN LIFE INSURANCE UNDERWRITING. 0 0 EDUCATION: CURRICULUM AND EXAM PREPARATION AND ADMINISTRATION:THE ACADEMY OF LIFE UNDERWRITING (ALU) CREATES CURRICULUM AND PREPARES AND ADMINISTERS EXAMINATIONS TO ASSESS THE KNOWLEDGE AND EXPERIENCE OF LIFE INSURANCE UNDERWRITERS AND OTHER INTERESTED LIFE INSURANCE PROFESSIONALS WORLDWIDE. ALU CURRICULUM GROUP VOLUNTEERS, WITH CONTRIBUTIONS FROM PEERS, MEDICAL CONSULTANTS, AND INDUSTRY EXPERTS, CREATE COMPREHENSIVE EDUCATIONAL MATERIAL SPECIFICALLY FOCUSED ON LIFE INSURANCE UNDERWRITING TO ENSURE THAT THOSE WORKING IN LIFE INSURANCE RISK MANAGEMENT HAVE THE EDUCATION AND KNOWLEDGE TO PROVIDE VALUABLE EXPERTISE IN THEIR RESPECTIVE ROLES. LIFE INSURANCE UNDERWRITING IS A DYNAMIC PROFESSION, AND THE ALU CURRICULUM GROUP IS ALSO RESPONSIBLE FOR MAINTAINING UP-TO-DATE TEXTBOOK (CONTINUED ON SCHEDULE O)CONTENT REGARDING MEDICAL AND FINANCIAL FACTORS, ALONG WITH NEW OR CHANGED REGULATIONS/RESTRICTIONS FOR THE LIFE INSURANCE INDUSTRY AND ANNUALLY UPDATING/EDITING THE FOUR ALU TEXTBOOKS ACCORDINGLY. THE TEXTBOOKS ARE AVAILABLE ON AMAZON FOR STUDENTS TO PURCHASE. USING THIS MATERIAL, ALU EXAMINATION GROUP VOLUNTEERS ARE RESPONSIBLE FOR CREATING OBJECTIVE EXAMS DESIGNED TO COVER THE CURRICULUM, SPECIFICALLY FOCUSING ON RELEVANT AND PERTINENT DETAILS AN EDUCATED AND SKILLED LIFE INSURANCE UNDERWRITER MUST KNOW. GUIDED BY MEDICAL AND EDUCATION CONSULTANTS AND USING STANDARDIZED QUESTION FORMATTING AND DIFFICULTY/DISCRIMINATION SCORING, ALU VOLUNTEERS ANNUALLY PREPARE TEST QUESTIONS FOR THEIR PEERS THAT INCREASE IN DIFFICULTY WITH EACH EXAM. THE FOUR ALU EXAMS ARE OFFERED ELECTRONICALLY ON A PROCTORED BASIS EVERY APRIL, AND THE FIRST EXAM IS ALSO OFFERED AGAIN IN OCTOBER. SUCCESSFUL COMPLETION OF ALL FOUR EXAMS PLUS A SUPPLEMENTAL CURRICULUM OF OUTSIDE STUDIES, LEADS TO THE PROFESSIONAL DESIGNATION, FELLOW, ACADEMY OF LIFE UNDERWRITING (FALU) THE GOLD STANDARD FOR LIFE INSURANCE UNDERWRITERS TO ACHIEVE. EDUCATIONAL OPPORTUNITIES AND CONTINUING EDUCATION RECOGNITION:THE ALU EDUCATION GROUP OFFERS SEVERAL OPPORTUNITIES FOR PROFESSIONAL GROWTH AND CONTINUED EDUCATION FOR LIFE INSURANCE UNDERWRITERS AND LIFE INSURANCE PROFESSIONALS. WEBINARS ARE AVAILABLE BY ANNUAL SUBSCRIPTION TO LIFE INSURANCE COMPANIES AT GROUP RATES AND TO INDIVIDUALS AT INDIVIDUAL RATES. THE WEBINARS COVER EMERGING AND ESTABLISHED TOPICS IMPORTANT TO THE UNDERWRITING PROFESSION. ALU VOLUNTEERS, IN COORDINATION WITH MEDICAL CONSULTANTS AND INDUSTRY EXPERTS, OFFER FIVE INTERACTIVE EDUCATIONAL WEBINARS YEARLY AND THOSE WEBINARS, IN ADDITION TO OTHER TOPIC-SPECIFIC TRAINING WEBINARS, ARE STORED IN A LIBRARY AND ARE AVAILABLE AS RESOURCES. THE ALU CONTINUING EDUCATION AND CERTIFICATION GROUP (CONTINUED ON SCHEDULE O)IS RESPONSIBLE FOR SETTING A DEFINED LEVEL OF CONTINUING EDUCATION TO HOLD THE CERTIFIED, FELLOW ACADEMY LIFE UNDERWRITER DESIGNATION OR TO ATTAIN THE DESIGNATION OF CERTIFIED, PROFESSIONAL LIFE UNDERWRITER AND THE ACCEPTABLE COURSEWORK OR INDUSTRY ACTIVITIES TO ACHIEVE IT. THIS ASSURES THAT THOSE WHO EARNED THEIR FALU DESIGNATION IN THE PAST STAY CURRENT ON THE LATEST MEDICAL, FINANCIAL, AND LEGAL ASPECTS OF LIFE INSURANCE UNDERWRITING. ALU SUPPORTS LIFELONG LEARNING BY PROVIDING EDUCATIONAL OPPORTUNITIES AND RESOURCES. IN ADDITION TO THE GROUPS PREVIOUSLY LISTED, THE ALU SURVEY GROUP CONDUCTS INDUSTRY SURVEYS ANNUALLY ON TOPICS OF INTEREST AND NEED, AND THE ALU FORUM GROUP HOSTS AN ANNUAL MANAGEMENT FORUM TO DISCUSS KEY EVENTS, REGULATIONS, ISSUES, AND ADVANCEMENTS IN THE LIFE INSURANCE INDUSTRY. ON THE RISK: THE JOURNAL OF THE ACADEMY OF LIFE UNDERWRITING:ON THE RISK: THE JOURNAL OF THE ACADEMY OF LIFE UNDERWRITING (OTR) IS A PROFESSIONAL JOURNAL PUBLISHED QUARTERLY BY ALU. THE ON THE RISK EDITORIAL TEAM, TOGETHER WITH A GROUP OF EDITORS AND MANAGERS, SECURES TIMELY, IN-DEPTH ARTICLES WRITTEN BY PRACTITIONERS AND MEMBERS OF THE UNDERWRITING COMMUNITY. THE JOURNAL CONTRIBUTES TO THE PROFESSIONAL AND CONTINUING EDUCATION NEEDS OF THE WORLDWIDE LIFE INSURANCE UNDERWRITING INDUSTRY AND ITS READERSHIP. ON THE RISK REACHES OVER 2,000 SUBSCRIBERS AND SUPPORTS THE MISSION OF THE ACADEMY OF LIFE UNDERWRITING BY PROVIDING CONTINUING EDUCATION TO ENCOURAGE UNDERWRITERS TO OBTAIN THE FELLOW, ACADEMY OF LIFE UNDERWRITING (FALU) DESIGNATION, AND BY PROMOTING THE (CONTINUED ON SCHEDULE O)ACADEMY OF LIFE UNDERWRITING EDUCATION PROGRAMS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 0 1 1 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X ANN DAY 2024953130 1800 M STREET NW 400S WASHINGTON DC 20036 X JODI MCDONALD BOARD CHAIR 10.00 X X 0 0 0 SCOTT CORBETT TREASURER 1.00 X X 0 0 0 JENNIFER DAHL SECRETARY 1.00 X X 0 0 0 SOPHIE CLEMENT BOARD MEMBER 1.00 X 0 0 0 ANN DAY - PRESIDENT BOARD MEMBER 20.00 X X 0 0 0 0 0 0 0 0 0 0 ASSOCIATION MANAGEMENT STRATEGIES 1800 M STREET NW SUITE 400S WASHINGTON DC 20036 MANAGEMENT SERVICES 186218 1 EXAMS 611430 306702 306702 PUBLICATIONS-ON THE RI 513120 159728 64865 94863 WEBINARS 611430 34700 34700 TEXTBOOKS SALES 611430 20044 20044 FORUMS AND SEMINARS 611430 12200 12200 533374 7902 7902 OTHER INCOME 611430 2167 2167 2167 543443 440678 94863 7902 X 180718 35287 102283 1209 78287 73824 140129 5171 FEDERAL TAXES 913 EXAM DEVELOPMENT 25383 CONTINUING EDUCATION 5180 STUDENT RECOGNITION 2578 270 651232 238368 191593 259259 198697 78636 85436 576263 475726 0 0 X 576263 475726 576263 475726 576263 475726 -107789 7252 0 X 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FULL 990 WAS PROVIDED TO THE ALU BOARD ELECTRONICALLY FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST STATEMENT IS REQUESTED ANNUALLY FROM EACH DIRECTOR AND IS REVIEWED FOR CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS NO PAID STAFF; THEREFORE, A COMPENSATION POLICY IS NOT IN PLACE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G ADVERTISING COMMISSIONS 10,074. EDUCATIONAL CONSULTING 6,574. EXECUTIVE TEAM 109. MANAGER, PUBLISHING, CIRCULATION 69,252. OTR EDITORS 6,250. PROOFREADING 2,600. PHOTOGRAPHER 424. CONSULTING 7,000.