Associate Members

Advantus Capital Management/AAM Insurance Investment Management
400 Robert Street North
St. Paul, MN 55101
(651) 665-5990
Ms. Linda Sauber
Vice President and Director, Client Service

AAM Insurance Investment Management and Advantus Capital Management (both subsidiaries of Securian Financial) have a long history of serving the investment needs of fraternal benefit societies. AAM serves as the core fixed Income manager and Advantus offers specialty credit strategies including Private Placements and Commercial Mortgage Loans. Investment portfolios are tailored to meet the specific investments needs and challenges of fraternal organizations. Value Add services include Asset-Liability Management, Investment Accounting, and Cash Flow Forecasting. For more information, please visit our websites, and

Allen Bailey & Associates, Inc.
8310-1 Capital of Texas Hwy North, Suite 370
Austin, TX 78731
(877) 228-4440
Mr. Kirk Gravely, ASA, MAAA

Since 1987, the actuarial consulting firm of Allen Bailey & Associates, Inc. has specialized in helping Fraternal Societies enhance their product portfolios to attract new members. We assist our clients with financial reporting, strategic alternatives, compliance, experience analysis, illustration software, and more. We pride ourselves on providing timely value-added consulting services. For more information on AB&A or to inquire how we can provide exceptional service to your society, please email or visit us at

The American College of Financial Services
270 S. Bryn Mawr Avenue
Bryn Mawr, PA 19010
(610) 457-4176
Mr. Tony Boquet
Vice President/Sales and Marketing

Since 1927, The American College of Financial Services has helped financial services professionals realize their career goals through rigorous and practical education. Our mission is clear – we are committed to benefiting society by delivering the highest quality to the professionals entrusted with the public’s financial well-being.

American Enterprise Group
601 6th Avenue
Des Moines, IA 50309
(515) 245-2336
Mr. Timothy Hall
EVP, Business Development

A mutual insurance holding company, headquartered in Des Moines, Iowa, consisting of five insurance companies specializing in the senior supplemental life and health markets.

Andesa Services
6575 Snowdrift Road, Suite 108
Allentown, PA 18106
(610) 821-8980
Mr. Jerry Pennella
Account Manager

Andesa Services, Inc. provides cloud-based policy administration and support services for life insurance and annuity carriers. Our flexible Software as a Service (SaaS) model allows fraternal carriers of all sizes to realize the benefits of a secure, modern infrastructure, fully integrated administration, reporting and illustration systems and industry-leading agent e-app portal and member self-service portal. The Andesa policy administration platform was specifically designed for the fraternal market which includes an integrated Fraternal Member Management solution. This tool allows fraternal carriers the ability to capture and maintain information on its members, chapters/regions/lodges as well as volunteer hours, social memberships, donations, scholarships, etc. Andesa’s integrated approach to policy administration results in dramatic efficiency gains, significantly reduced hardware costs, highly predictable support expenses, streamlined client service, mitigated compliance risks and speed-to-market for new products and lines. Andesa’s clients include several fraternal carriers as well as 7 of the top 13 life insurance carriers including numerous small to mid-sized insurers. Visit our website to learn more.

AQS Asset Management, LLC
5806 Mesa Boulevard, Suite 220
Austin, TX 78731
(512) 314-0713
Mr. Larry White
Managing Director

AQS Asset Management is an SEC registered investment advisor exclusively serving insurance companies. More than just a portfolio manager, AQS assumes an active role in the financial performance of our client.
Performance – Experience – Results
Vested in your success

askFinancial Wellness
PO Box 187
Spring Park, MN 55384
(888) 312-9466
Mr. Charlie Schaitberger

Wellness programs are nothing new, over 50% of employer and membership groups have implemented the programs since 2008. askFinancial Wellness, an industry leader since 1989, bring some of the timeliest benefits to your product and membership program. We are currently providing these financial helpline, education and resource benefits to millions of members through a wide variety of sponsors, including: insurance companies, EAPs, Fraternal Societies and membership programs throughout the US and Canada. Consider a total member Wellness Benefit that will: provide practical solutions to members and their families; financial and legal needs; increase value; improve retention and complement other insurance and financial service products.  We have no affiliation with any company that sells or manages financial, insurance or investment products.

Balanced Growth Consulting
980 N. Michigan Ave., Suite 1400
Chicago, IL 60611
(312) 545-5365
Mr. Jason Bordui
President & Chief Client Strategist

Balanced Growth is a Chicago-based, innovation consultancy. Our mission is to create enduring value for our clients and their customers through strategic and operational innovation and transformation. Through our four main service domains, Innovation Operations, Digital and Transformation, we focus on the Insurance, Financial Services and Healthcare industries.

The Berwyn Group
23215 Commerce Park Drive, Suite 215
Beachwood, OH 44122-5843
(216) 765-8818
Mr. Felix Federowicz

The Berwyn Group helps insurance companies comply with state Unclaimed Property Regulations by providing Death Master File Audits, Policyholder Verification against the death master file audit results, and Beneficiary Locator Services, utilizing our proprietary software systems and methodologies.  The Berwyn Group uses the Social Security Administration’s Death Master File (DMF), in conjunction with other official government death records, to provide accurate and timely results.

4201 Westown Parkway, Suite 124
West Des Moines, IA 50266-6720
(515) 418-9875
Mr. Jon Harris
Managing Director

BKD is a trusted, national CPA & advisory firm that understands your business and delivers the resources you need with a service style you’ll value. BKD offers insightful solutions, ideas, attention to detail, expertise and results. Our CPAs and advisors offer specialized skills and expertise, and the winning attitude, character and communication skills necessary to help clients achieve their objectives. Accounting for numbers—accurately, objectively and with integrity—is at the heart of our business. We are also professional, prepared, attentive and ready to deliver our services with PRIDE: passion, respect, integrity, discipline and excellence.

Bruce and Bruce Company Consulting Actuaries
916 Sherwood Drive
Lake Bluff, IL 60044
(847) 295-6200
Mr. Silvio Rodia
Vice President

Consulting actuarial firm providing: valuation, asset adequacy analysis/cash flow testing, plan development, marketing, form development and filing, and pension services. We have been in business since 1929. We have five actuaries, including a pension enrolled actuary.

BTC Capital Management
221 Third Avenue SE, Suite 150
Cedar Rapids, IA 52401
(319) 541-2713
Mr. Brian Rolland
Senior Managing Director

BTC Capital Management possesses strong expertise, knowledge, sophisticated technical skills and proven experience in providing customized investment services for insurance companies and fraternal benefit societies. BTC Capital Management utilizes a highly disciplined, fundamentally based risk-aware approach in managing all of our insurance client portfolios. Our investment approach incorporates liability-appropriate, risk-aware portfolio construction and management.

CalSurance Associates, A Division of Brown & Brown Program Insurance Services, Inc.
5545 Comstock Lane N
Plymouth, MN 55446
(201) 526-4628
Ms. Michele Gerace
Vice President

CalSurance is proud to be the endorsed broker for the American Fraternal Alliance member insurance programs, including Agents’ E&O, D&O, Employment Practices, Fiduciary, Outside Directorship and Professional Liability. We take pride in offering our clients the depth and power of our insurance knowledge as a recognized industry leader while still providing the personal touch of a smaller organization.

CSG Actuarial, LLC.
11011 Q Street, 101B
Omaha, NE 68137
(402) 502-7747
Mr. Jared M. Strock,  FSA, MAAA, CERA
Consulting Actuary

CSG Actuarial is a full service actuarial consulting company specializing in the supplemental life and health insurance markets, with more than 60 years of combined experience. As actuaries, we help our clients develop new insurance products, manage inforce blocks of business, support their valuation processes, and also provide strategic level consulting.  In addition to providing traditional actuarial services, CSG also maintains a large and robust database of insurance product information.  The CSG MarketAdvisorTM database contains current and historical premium information, product specifications and underwriting procedures on over 150 different insurance companies. In addition, our software engineers have developed many other unique and cutting edge insurance tools, such as, E-Applications, Document Libraries, and Agent Databases.

Currin Compliance Services, Inc.
14 Main Street
Greenwich, NY 12834
(518) 692-2494
Ms. Cailie Currin, Esq.
Chief Executive Officer

Currin Compliance provides compliance and actuarial consulting to fraternal benefit societies. We focus exclusively on the products that you offer — we are your compliance resource in the life insurance industry. We can assist Alliance members when you need to:

  • Design, draft, review and/or file life/annuity/health insurance products, including actuarial compliance;
  • Assess your compliance or help you become compliant with various state and federal rules, such as NY’s Reg 210 and the DOL rule;
  • Review your advertising
  • Conduct compliance assessments in the home office or the field;
  • Prepare and help implement compliance risk mitigation strategies;
  • Assist with company and agent licensing;
  • Prepare you for, and respond to, market conduct examinations;
  • Advocate for you with insurance regulators;
  • Provide compliance training: in person, at conferences and meetings or online at

Let Currin Compliance be your #compliancehero.

CW Partners LLP
200 University Avenue, 14th Floor
Toronto, ON M5H 3C6
(416) 368-7990
Mr. H. Steven Frye, CA, CBV

Since 1987, CW Partners LLP has been providing a variety of services to the insurance industry and most recently fraternal insurance organizations. These services include audit, accounting, tax, operations consulting, legislation support and valuation, and seminars and training.

ENDePersis Fraternal Consulting, LLC
1910 Cochran Road
Manor Oak Two, Suite 980
Pittsburgh, PA 15220
(412) 343-7077
Mr. Edward U. DePersis
CFO, Senior Financial & Marketing Advisor

Serving fraternal benefit societies for many years. We are experienced in all areas of fraternal operations, such as: accounting assistance; IRS Form 990; management discussion and analysis; financial operations report; completing annual and quarterly financial statements, including filing state forms; RBC; NY Supplement; forms and policy drafting and filing via SERFF; UCAA state expansion filings; marketing assistance in program promotions; board governance training; etc. We assist actuaries with compiling valuation data. Currently, we provide assistance with three actuarial firms. Client asset size: from $3,500,000 to $1 billion+.

3103 Bee Cave Road, Suite 121
Austin, TX 78746
(844) 372-9300
Mr. Todd Sorrel

ePayPolicy is the leader in accepting and processing ACH and credit card payment for the insurance industry. We represent clients that are in the retail and wholesale sectors. Our product offers a white-labeled approach to payment processing where our client’s logo and/or branding is in front of all transactions. We also provide an online dashboard to track and reconcile all transactions. We’re also integrated with a number of insurance management systems.

Eversheds Sutherland
Ms. Cynthia Shoss
The Grace Building, 40th Floor
1114 Avenue of the Americas
New York, NY 10036
(212) 389-5012

Eversheds Sutherland provides the full range of legal services to a global client base ranging from small and mid-sized businesses to the largest multinationals, acting for 71 of the Fortune 100, 57 of the FTSE 100 and 119 of the Fortune 200. The firm has approximately 125 attorneys who, on a daily basis, advise our national and international insurance company clients on a full array of insurance matters, resulting in one of the largest, if not the largest, and dedicated insurance practice groups in the U.S.  The breadth of this practice ensures that there are few, if any, issues involving the day-to-day operations of insurance companies on which we do not have direct experience that has been accumulated and honed over the course of many years of service.  Our national and New York insurance practices have repeatedly been recognized as top-of-class by numerous organizations. For more information, visit

First Consulting & Administration, Inc.
919 Walnut Street, Suite 300
Kansas City, MO 64106
(816) 391-2746
Ms. CJ Rathbun
Senior Consultant

First Consulting & Administration, Inc. has earned its reputation as a problem-solver, assisting insurance entities in meeting their business goals efficiently. Since 1969, our practical and affordable approach to serving our clients has assisted the insurance industry in all lines and in all U.S. jurisdictions. These services include:

• Product Development:  drafting, filing, research and surveys;
• Advertising: review, webinars, annual seminar and onsite seminars;
• TPA licensing;
• Corporate changes and UCAA Licensing;
• Enterprise Risk Management and Corporate Governance;
• Compliance Training

Why Use Us?
First Consulting prides itself on quality work and flexibility. Our consulting services are “Co-Sourced” to meet specific client needs. Contact First Consulting today to find out ways we can make life easier for your company; or visit to learn more.

FTI Consulting
Three Times Square, 9th Floor
New York, NY 10036
(212) 841-9366
Mr. James J. Wrynn
Senior Managing Director

FTI Consulting is a global advisory firm providing multidisciplinary solutions to complex challenges and opportunities. United by a culture of urgency, we are organized around the globe to provide critical assistance.

FTI Consulting’s Insurance team helps the insurance community meet today’s challenges through services designed to uncover root cause issues, enhance performance and provide lasting value. We are at the forefront of the insurance industry, supporting the strategic requirements of boards and senior executives to govern and guide, protect assets, improve performance, and meet compliance requirements. Our insurance practice is global with teams centered the in the U.S.,U.K., and Ireland.

Gallagher Affinity
8430 Enterprise Circle, Suite 200
Lakewood Ranch, FL 34202
(941) 757-1445
Mr. Ted Baran
Director of Business Development

Gallagher Affinity is dedicated to providing valuable benefits and services to licensed independent agents working in the insurance and financial services industry in all 50 states. We offer customized programs for members through partner associations, company sponsored programs, as well as individual membership. Gallagher Affinity specializes in a wide range of benefits and services including, but not limited to, health, wellness, life, auto and home, errors and omissions, preferred pricing business services, education and training to meet the members professional needs.

Griffith, Ballard & Company
100 First Avenue NE, Suite 117
Cedar Rapids, IA 52401
(319) 896-5960
Mr. Bradley Simanek, FSA, MAAA
Consulting Actuary

Established in 1916, Griffith, Ballard & Company (GBC) is the oldest, continuously run actuarial consulting firm in the United States, and has been ranked by AM Best as a top-3 life actuarial firm for each of the last five years. GBC is a full-service actuarial solutions provider, specializing in management consulting and financial reporting for life insurance companies and fraternal benefit societies. Our services include reserve valuation, product development, financial statement assembly, asset adequacy/cash flow testing, actuarial appraisals, and operating results reporting/forecasting. Through our subsidiary, Network Microdesigns Corporation, we also offers life and annuity sales and inforce illustration systems, as well as electronic application services. We are strategically positioned to meet the varied needs of the life insurance and annuity provider marketplace. Please visit our website,, for regularly published articles and updates on topics important to the fraternal industry or contact us directly at or

Guggenheim Life & Annuity Company
401 Pennsylvania Parkway, Suite 300
Indianapolis, IN 46280
(312) 401-4467
Mr. Peter Wilson
Senior Vice President-Reinsurance

Guggenheim Life & Annuity Company serves individuals and institutional clients by providing a full range of services including insurance coverage, reinsurance, asset management, and capital sourcing. We deliver superior client service, objective advice, and customized solutions demonstrating an advanced appreciation for risk management. This is fostered by a business model that rewards talent, innovative ideas and, most importantly, success. We offer solutions tailored to your needs through reinsurance, management, investment expertise, and prudent counsel. The goal of Guggenheim Life and Annuity Company is to treat its clients as partners. Your success is our success.
Innovative Solutions – Enduring Values

436 Seventh Avenue, Sixth Floor
Pittsburgh, PA 15219
(412) 391-2920
Mr. Leo Hannah, CPA, MBA

H2R CPA is a Certified Public Accounting and Business Advisory firm providing comprehensive tax, assurance and business consulting services to fraternal benefit societies for more than 25 years. Established in 1956, H2R has a 60-year reputation for consistently delivering high-quality services and establishing trusted advisory relationships with our clients.

  • Preparation of annual and quarterly statements
  • Implementation of new statutory accounting pronouncements
  • Mergers and acquisitions (including discussing the transactions with the related state departments of insurance)
  • Selection and implementation of accounting and policy management systems

With significant experience serving fraternal benefit societies, H2R CPA is well-positioned to meet and exceed your needs for a professional accounting firm partner. Our team possesses the technical knowledge, experience and integrity required to help you meet your reporting requirements and accomplish your financial objectives.

Heritage Life Insurance Company
227 W. Monroe, Suite 3775
Chicago, IL 60606
(312) 977-0905
Mr. Peter McPherson
Senior Vice President

Heritage Life Insurance Company provides life and annuity reinsurance solutions to small- and medium-sized organizations. Heritage offers a unique combination of financial stability, product expertise and organizational efficiency along with a streamlined operating model. This combination allows Heritage to competitively support direct writers to safely achieve their objectives, in both their operations and communities.

Hoopis Performance Network
790 Frontage Road, Suite 300
Northfield, IL 60093
(847) 716-1800
Mr. Harry Hoopis

The Hoopis Performance Network provides innovative sales training & leadership development resources to financial professionals worldwide. HPN’s suite of solutions features blended learning formats in the areas of Recruiting & Selection, New Advisor Development, Experienced Advisor Development and Leadership Development. These field-tested resources have been developed from over 40 years of industry leading experience in our very own “living laboratory”. Visit us at

illustrate inc
10 Four Seasons Place, Suite 500
Toronto, ON, M9B 6H7
(877) 575-5510
Mr. Kevin Netterfield

illustrate inc is an industry leader in the life insurance illustration software market in Canada, the United States, and the Caribbean. illustrate inc has grown steadily over the past 20 years as a result of its hard focus on addressing industry need for efficiency, effectiveness and speed to market for life insurance illustration software as well as mobile quoting solutions. With clients across North America, illustrate inc continues to evolve to anticipate and meet the changing needs of the insurance and financial services industries.

IMS – Insurance Medical Services, Inc.
Mr. Leo Luther
Vice President, Corporate Sales Executive
46540 Fremont Boulevard, Suite 514
Fremont, CA 94538
(877) 808-5533

IMS provides excellent services for paramedical examinations nationwide, pre-underwriting services, medical records retrieval, and state-of-the-art tools to conduct full risk assessment by financial institutions. IMS brings a fresh and innovative approach to underwriting services acting as a liaison between the applicant and the insurance carrier. Our goal is to exceed the expectations of every customer by offering outstanding customer service, increased flexibility, and greater value, thus optimizing system functionality and improving operation efficiency.

Insurance Technologies
2 South Cascade Avenue, Suite 200
Colorado Springs, CO 80903
(719) 442-6400
Mr. Doug Massey
EVP, Sales and Relationship Management
Ms. Kristin Wills
Vice President, Marketing

Insurance Technologies is a provider of innovative sales and regulatory automation solutions to the insurance and financial services industries. Insurance Technologies provides carriers and distributors a suite of integrated sales tools and experiences to better serve advisors, agents and consumers. The unique architecture and flexibility of Insurance Technologies solutions deliver front and back-office configurability and usability to support multiple business strategies, encourage cross-channel growth, and evolve with regulatory changes. From pre-sale functions through e-application, to post-sale services, Insurance Technologies solutions provide the key sales components to create an automated and cohesive sales journey across all lines of insurance, retirement and investment products. Insurance Technologies is headquartered in Colorado Springs, CO and is the provider of ForeSight® and FireLight® solutions. For more information, visit

Intellect SEEC
30 Montgomery Street, Suite 700
Jersey City, NJ 07302
Ms. Laila Beane
Chief Marketing Officer and Head of Consulting
(847) 602-6392
Ms. Barbara Stanton
Marketing Manager
(412) 297-0064

Intellect SEEC, the insurance software division of Intellect Design Arena, provides an extensive portfolio covering distribution, underwriting and claims. Intellect SEEC has been developing innovative insurance solutions to lower operating costs and increase premium volumes and margins for the last two decades. Over the last 25 years, the company has built strategic relationships with major insurance carriers in America, Canada, United Kingdom, India and the Far East. Intellect SEEC builds its innovative, low-cost solutions on a firm belief that while the underlying business and technology of insurance are complex, their application should not be.

International Cooperative and Mutual Insurance Federation (ICMIF/Americas)
8400 Westpark Drive, Second Floor
McLean, VA 22102-5116
(703) 245-8077
Mr. Edward L. Potter
Executive Director, ICMIF/Americas

ICMIF represents insurance companies that use mutuality or a people-based business strategy that incorporates the principles of member ownership, democratic governance and the practice of fraternal, cooperative and mutual values (such as solidarity, equality and social responsibility). With its global headquarters in the United Kingdom and regional offices in Washington, D.C.; Tokyo, Japan; and Brussels, Belgium, today ICMIF represents 225 “people-centered insurers” in more than 70 countries with more than $268 billion in premium income and $1.52 trillion in assets, and serving 225 million member/policy holders. In the Americas region, ICMIF/Americas represents 67 cooperatives and mutual insurers in 20 countries throughout North, Central and South America and the Caribbean with more than US$23.8 billion in premium income. Collectively, ICMIF members in the Americas region represent more than 1,500 mutual and cooperative insurers.

Kroll Bond Rating Agency (KBRA)
845 Third Avenue, 8th Floor
New York, NY 10022
(646) 731-2371
Mr. Andrew Edelsberg
Managing Director, Insurance
Ms. Tina Bukow
Senior Director, Issuer Relations
Mr. Sted Dowd
Senior Director, Issuer Relations

KBRA was established in 2010 in an effort to restore trust in credit ratings by creating new standards for assessing risk and by offering accurate and transparent ratings. KBRA is a full service rating agency whose mission is to set a standard of excellence and integrity. KBRA provides the market an alternative solution by delivering timely and in-depth research across various sectors: structured finance, financial institutions, public finance, corporates and financial guarantors.

Starting in 2016, KBRA has been providing insurance financial strength ratings as well as long-term ratings on insurance holding companies. The lead analysts for KBRA’s insurance rating team have more than 50 years of combined industry experience, including 30 years of rating agency experience.

LIDP Consulting Services
101 W. Venice Avenue, Suite 22
Venice, FL 34293
(630) 829-7000
Ms. Kimberly Duke
Chief Marketing Officer & Director of Sales

LIDP provides award-winning, innovative solutions to the life and annuity industry. Our policy administration system Titanium is built entirely on the JEE platform and provides the stability, portability, and scalability necessary to power any life insurance enterprise. Designed to work with your existing hardware, software, and databases, Titanium is truly unique. A complete solution from illustrations through contract maturity, billing, agent compensation & licensing claims, and underwriting and issue. Titanium provides for STP and is completely SOA enabled. Titanium processes all life, health, annuity products, including: fixed, variable, equity, indexed, traditional, non-traditional, individual, and worksite. LIDP has been in business for over 35 years and is backed by industry experts who collectively have over 600 years of experience on our systems. LIDP is has a 100% success rate in implementation and conversion projects. Our solution is available in the cloud or onsite.

Life Line Screening
6150 Oak Tree Boulevard, Suite 200
Independence, OH 44131
(877) 716-6460
Mr. Kenneth Lock
Vice President

Life Line Screening provides community-based preventive health screenings for stroke and vascular disease. We use advanced ultrasound equipment, the same as the equipment found in hospitals, and our screenings are performed by highly trained healthcare professionals. Members of the American Fraternal Alliance will be able to offer their membership these potentially life saving screenings at a rate not available to the general public.

50 Braintree Hill Park, Suite 400
Braintree, MA 02184-8734
(781) 751-6408
Ms. Georgetta Bolleter
Account Manager

MIB provides fraud detection information for individually underwritten life, disability income, long-term care, Medicare supplement, and critical illness insurance. MIB member companies rely on its Checking Service for fast, secure aggregation and exchange of data to combat applicant fraud, improve underwriting effectiveness and increase product line profitability, while ensuring fair pricing for all applicants.

Miller & Newberg, Inc.
8717 West 110th St., Suite 530
Overland Park, KS 66210
(913) 393-2522
Ms. Lori Newberg, FSA, MAAA
Executive Vice President

Miller-Newberg provides actuarial consulting services to insurance organizations including many fraternal benefit societies. Our work with fraternal benefit societies began in 1994, the day Miller Newberg opened its doors. Miller-Newberg is a full-service actuarial firm, ready to help you with your risk management. We excel in each of the three distinct roles: the valuation actuary, financial actuary, and marketing actuary. As consultants, our focus is to advocate your interests while adhering to professional codes and standards of practice. We do so by first understanding the goals of your organization, and ultimately, by working closely with your management team to achieve those goals.
We have command of what we do and are committed to serving you.
Primary contacts are and

New England Asset Management (NEAM)
74 Batterson Park Road
Farmington, CT 06032
(960) 676-8722
Ms. Marie Callahan
Head of Marketing

The mission of New England Asset Management (NEAM) is to be integral to the success of our insurance industry clients by providing investment management solutions through a team of skilled professionals dedicated to delivering exceptional client service.  Our insurance investment management solutions include asset management, enterprise risk and capital management, capital and risk analytics, and investment accounting and reporting services.

Newman Long Term Care
6636 Cedar Avenue S., Suite 100
Richfield, MN 55423
(612) 454-4413
Ms. Lori Gubash
National Sales Director

Since 1990, we’ve focused exclusively on long term care solutions. We offer individual and multi-life plans from most of the industry’s top carriers. We offer traditional LTCI, multi-life, linked-benefit and LTCI rider solutions. Producers can work with us through our brokerage channel or team with one of our specialists to do joint case work. Insurance Solutions for Long Term Care are All We Do!

Northern Trust Company
(312) 444-3016
50 South LaSalle, M27
Chicago, IL 60603
Mr. Michael J. Kingsley
SVP and Division Manager of Insurance Solutions

Northern Trust has served the insurance industry for 30+ years. We understand the dynamics of the market and the regulatory, statutory, accounting, investment, treasury and reporting needs unique to insurance companies. Our experienced team members work together to deliver custody, accounting, treasury, credit, investment management and private banking solutions. Delivering superior client service is a core value of Northern Trust. In addition, Northern Trust’s competency, scale and product breadth enables us to deliver excellent client service, improve efficiency and returns and reduce risk.

Optimum Re Insurance Company
1345 River Bend Drive, Suite 100
Dallas, Texas 75247
(214) 528-2020
Ms. Kelli Johnson
Marketing Communication Specialist

Optimum Re Insurance Company (ORIC) has been building successful partnerships since 1987, marking 2017 as our 30th anniversary. We have maintained steady growth and profitability, earning a solid reputation as a reinsurer that provides efficient and professional client service.

Client Focus is a core value at ORIC and is affirmed by our clients consistently ranking us as one of the best reinsurers in industry surveys. ORIC has served the Fraternal market for many years, laying the foundation for our successful partnerships. ORIC looks forward to future development opportunities with our Fraternal partners for years to come.

ORIC offers comprehensive reinsurance solutions, competitive pricing, full underwriting services, research & development and an individual record administration system which enhances its risk management services for Life, Critical Illness and supplementary products. We are a leader in the Critical Illness and Final Expense market through our experience and expertise in risk management and claims adjudication. We continue to successfully expand our presence in the market through organic growth, block acquisitions, and personalized solutions tailored to increase our growth for our clients.
ORIC has a rating of A- excellent by AM Best.

Parkway Advisors, L.P.
6550 Directors Parkway
Abilene, TX 79606
(800) 692-5123
Mr. Theron R. Holladay Sr., CFA
President and CEO

With a consultative focus and more than 100 insurance services, Parkway works as an extension of your team.  Our focus is on service to your fraternal organization and the members you serve.

Investment Management Services:  Net Investment Income, Surplus Volatility, RBC, ALM, Diversification
Insurance Consulting Services:  ERM, AM Best, Peer Analysis, Board Education, Portfolio Review
Investment Statutory Reporting:  Schedule D, IMR/AVR, Investment G/L entries, What/If scenarios

PNC Bank, N.A.
1 North Franklin, Suite 2900
Chicago, IL 60606
Mr. Zack Lieberthal, CPA
(312) 384-6904

For more than 160 years, PNC Bank, NA, has been committed to providing clients with exceptional service and financial expertise. We are proud of our longstanding history of supporting not only our customers, but also our communities, employees and shareholders. No matter how simple or complicated your needs, we have the products, knowledge and resources necessary to help you achieve financial success.

PNA’s Financial Institutions Group (“FIG”) has a dedicated insurance coverage team that is focused on helping our clients enhance investment portfolio performance, expand commercial product offerings, manage operating costs and strengthen liquidity positions.

Prime Advisors, Inc.
West Coast (HQ)
22635 NE Marketplace Drive, Suite 160
Redmond, WA 98053
(425) 202-2000

East Coast
100 Northfield Drive
Windsor, CT 06095
(860) 331-3090

Mr. Dennis Klimes
SVP, Director of Business Development
Ms. Heather Farris, Marketing

Prime Advisors, Inc.®, a Sun Life Investment Management company, has provided customized investment strategies and investment accounting for the insurance industry since 1988. Prime’s dedicated insurance professionals have deep roots in the fraternal system, and our innovative strategies are helping our clients to profit during the current low yield environment.

Prime offers liability-driven investors a suite of active fixed income, passive equity, and real estate strategies, customized through extensive analysis of each client’s unique needs. Give us a call to find out more about our strategic efforts to add significant portfolio yield and income for our clients. We would love to speak to you about how this can benefit your organization and your members.

Prime is ranked by Insurance Asset Manager as one of the top money managers in the country helping insurance companies and fraternal benefit societies. For more information, please visit our website at

QLAdmin Solutions
9500 Arboretum Boulevard, Suite 220
Austin, TX 78759
(512) 645-2990
Mr. Chris McCaul
President, CEO

Our vision is to be a prominent insurance technology partner known for great people, tailored solutions and peerless support. Providing L/H/A policy administration and Medicare Supplement claims auto adjudication. QLAdmin serves the entire policy lifecycle, with illustrations and e-apps powered by illustrate inc. Key features include built-in Document Engine, Follow-up Queue for workflow assistance, and agent and policyholder web portals. Accounting exports and full valuation empower your financial reporting. QLAdmin is an affordable, easy-to-implement system that allows you to focus on new business and member service. Serving 47 clients in the United States, Canada, Central America and the Caribbean.

1299 Farnam Street, Suite 530
Omaha, NE 68102
(402) 344-6104
Mr. James Greisch
Partner, National Insurance Industry Leader

When you trust the advice you’re getting, you know your next move is the right move. That’s what you can expect from RSM. We’re the fifth largest accounting, tax and business consulting firm in the nation, with 90 offices and more than 9,000 employees. We’re focused on serving fraternal insurance companies nationwide. Understanding your industry is more than just a marketing credential at RSM – it’s central to our client service approach.

Scholarship America
7900 International Drive, Suite 500
Minneapolis, MN 55425
(507) 931-8206
Mr. Eric Wilner
Director, Stragetic Clients

Education changes lives. Helping students achieve their educational goals has been Scholarship America’s mission and focus for 60 years. Scholarship America partners with organizations to design and manage high impact education assistance programs for students of all kinds, with a special focus on helping those most in need. With a dedicated team of experts, Scholarship America works with organizations to create effective programs that align investments with corporate social responsibility goals and philanthropic values. As the nation’s largest non-profit, private-sector scholarship and educational assistance support organization, Scholarship America is working to further engage the private sector to support programs and policies that advance equity in postsecondary education and help students overcome barriers to access, persistence and attainment.

5801 SW 6th Avenue
Topeka, KS 66636
(785) 438-3683
Mr. Tom Spencer
Senior Vice President

se2 offers a full range of end-to-end business processing solutions, hosted technology solutions and consulting services tailored for life and annuity insurance companies. se2 offers state-of-the-art insurance technology to modernize your administration tools, optimize your administration environment, lower your operating costs, and reduce overall risk. These benefits allow fraternals to use their capital to serve and grow their membership. For the first 60 of our nearly 120 years we operated as a fraternal, The Knights and Ladies of Security. Our award-winning state-of-the-art technology was developed for and is currently run by insurance professionals for open blocks, closed blocks and new products. For more information, please visit

Sidley Austin LLP
One South Dearborn
Chicago, IL 60603
(312) 853-7000
Mr. Michael A. Clark
Mr. Michael P. Goldman

Sidley Austin LLP is a global, full-service law firm. We serve many mutual aid organizations, including fraternal benefit societies, in insurance, tax, corporate structuring, investments and other areas, and we understand their unique legal issues. Our firm has nearly four decades of experience and a team of 85 lawyers devoted exclusively to providing transactional, regulatory and dispute resolution services to the insurance and financial services industry, and we also have a group dedicated to serving not-for-profit organizations. We take an integrated, multidisciplinary approach among these and our more than 40 other practice areas to address the complex issues our clients face.

Special Olympics Illinois
800 Roosevelt Road
Building B, Suite 220
Glen Ellyn, IL 60137-5860
(309) 888-2551
Mr. David Breen
President and CEO

The mission of Special Olympics is to provide year-round sports training and athletic competition in a variety of Olympic-type sports for children and adults with intellectual disabilities, giving them continuing opportunities to develop physical fitness, demonstrate courage, experience joy and participate in sharing of gifts, skills and friendship with their families, other Special Olympic athletes and the community.

Standard Marketing
9130 W. Loomis Road, #800
Franklin, WI 53132
(414) 525-4100
Mr. Christopher Young

Standard Marketing is a national insurance and benefits marketing organization. Markets include financial institutions, not-for-profit organizations, business owners and the mid-American population. Specific to the Alliance, we are offering a customer rewards platform providing consumers substantial discounts on food, and online and local products. This program creates income for a charity or the Alliance. A sister program provides the consumer a 24/7 online quote, application and issue process for life, accident and DI. The entire process from quote to issued policy requires only 15 minutes. These platforms have won the “Best Review” innovation and technology award for 2014.

Steimla & Associates, Inc.
2867 Gypsum Circle
Naperville, IL 60564
(630) 904-8480
Mr. Joseph Steimla
Consulting Actuary

Steimla & Associates, Inc., has been providing actuarial services since 1983. The firm was founded for the purpose of providing actuarial and consulting services to fraternal benefit societies doing business in the United States and Canada. In addition to actuarial services, we also focus on advising management in a progressive range of significant business decisions. Our primary goal is to establish a good working relationship with everyone involved and to foster good communication.  Over the years, we have found that good communication helps us to know the client’s need and concerns. Our ultimate goal is to increase our client’s self-sufficiency and promote growth. Mr. Steimla, in addition to actuarial consulting, previously served on the President’s Private Sector Survey on Cost Control for the Federal Government commissioned by President Ronald Reagan.

Stinson Leonard Street LLP
150 South Fifth Street, Suite 2300
Minneapolis, MN  55402
(612) 335-1779
Mr. Peter H. Thrane
Attorney Shareholder
Mr. Todd W. Martin
(608) 318-8978

One of the 100 largest law firms in the U.S., Stinson Leonard Street has nearly 500 attorneys and offices in 14 cities. Attorneys in our Insurance practice have spent their careers solving the legal and regulatory dimensions of insurers’ and fraternals’ business problems. Many of our attorneys have previous experience in regulatory agencies and the insurance industry, managing legal matters unique to insurance businesses. This perspective enables us to efficiently and effectively handle the broad range of legal challenges faced by insurers and fraternals. We are routinely involved in insurance company formations; all manners of insurance transactions and dissolutions; alternative risk transfer arrangements; coverage matters; regulatory applications; distribution; and administration arrangements and advocacy before regulators, the courts and arbitration panels. For more information, please visit or call Pete Thrane at 612-335-1779 or contact him via email at

StoneRiver Inc.
4601 DTC Boulevard, Suite 200
Denver, CO 80237
(303) 729-7604
Tate Fontenot
Marketing Operations and Event Specialist

StoneRiver delivers the industry’s widest range of value-oriented technology solutions and services to insurance carriers, agents and broker-dealers. This versatile product group encompasses front-office, policy, claims, rating, underwriting, billing and reinsurance automation for all major business lines. Hundreds of companies of all sizes rely on StoneRiver software and processing solutions to achieve a competitive edge. Customer satisfaction and client success are the continuing goal, and are in large part achieved by maintaining and valuing strong, long-term customer relationships.

Strohm Ballweg, LLP
9701 Brader Way, Suite 301
Middleton, WI 53562
(608) 821-0600
Mr. Gary Strohm

Strohm Ballweg is a niche certified public accounting and consulting firm serving only insurance entities, including nine fraternal life insurance societies. Currently, Strohm Ballweg is ranked in the top 10 on A.M. Best’s list of top audit firms serving the insurance industry. We provide traditional services such as audits, review, compilations and tax compliance, but we also provide consulting services for insurers through our SB Solutions offerings such as investment accounting, regulatory filing assistance, litigation support and staff co-sourcing.
In addition to providing specific services to the insurance industry, we have conducted seminars and designed training programs tailored to the needs of insurance personnel and boards of directors. Our staff keeps abreast of current insurance issues through active support and membership in the American Fraternal Alliance, the Insurance Accounting and Systems Association, and the Wisconsin Insurance Accountants’ Conference. We also attend meetings of the National Association of Insurance Commissioners and actively participate in meetings of the American Fraternal Alliance.

United States Letter Carriers Mutual Benefit Association
100 Indiana Avenue N.W., Suite 510
Washington, D.C.
(202) 528-4210
Ms. Myra Warren
Director of Life Insurance

As a fraternal insurance company, the USLC Mutual Benefit Association has been in existence for more than 125 years. MBA is a 501 C 5 organization that offers products, life insurance, hospital confinement and retirement plans to members of our parent association, the National Association of Letter Carriers and the member’s family. MBA’s marketing base is 300,000 plus members.

Wellington Management Company, LLP
280 Congress Street
Boston, MA 02210
(617) 951-5898
Mr. Andrew Paone
Insurance Relationship Manager

An independent private partnership, founded in 1928, whose sole business is investment management for institutional clients. As of December 31, 2016, assets under management totaled US$979 billion. The firm’s investment expertise spans the global equity, fixed income, currency, and commodity markets.
Wellington Management has US$92 billion of assets under management for insurance general account clients. The firm’s insurance group of 45 professionals works with 130 insurance company clients. With a long history of working with fraternal benefit societies, we currently share a relationship with 7 fraternals and more than US$3 billion of assets through our Fraternal Investment Program.  Insurance client assets are invested using 63 of the firm’s various investment approaches involving all major asset classes. We regularly develop customized investment solutions in response to client requests and market opportunities.

Willis Towers Watson
12730 Barton Street
Overland Park, KS 66213
(913) 689-8679
Ms. Mary Broesch
SVP – Life Solutions Group, Willis Re
Mr. Matthew Coleman
Senior Consultant

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating back to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries.