President’s Blog


23
Mar 2015

Last week was “file purge” week at the Alliance.  Cabinets full of paper were either sent to the shredder or preserved for legal or historical purposes.  In the process, we discovered some interesting artifacts from the not-so-distant past that evoked a chuckle or two from the longer-tenured members of the Alliance staff.  Among the relics was a promotional flyer for an Alliance (nee NFCA) Annual Meeting that contained a David Letterman-like “Top 10” list of reasons that that year’s event would be the best ever.

 » Read more about: We've Come a......

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09
Mar 2015

If you can read this post, then you have access to a computer. And if you have access to a computer, you can be a grassroots advocate for America’s fraternals.

02-Give-Back-Banner

Today is the opening day of “Fraternals GIVE Back,” the biggest grassroots political advocacy initiative we’ve ever attempted. This web-based campaign makes it easy for you – and anyone who supports the fraternal system – to send a clear and consistent message about the value of......

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02
Mar 2015

The Alliance devotes a good bit of its resources to ensuring that its members’ voices are heard on issues important to fraternals on Capitol Hill and in state capitals from coast-to-coast.  The Alliance retains professional advocacy counsel in Washington, D.C., and as necessary at the state level.  In addition, Alliance staff members dedicate a significant percentage of their time to state and federal advocacy initiatives.

But the cornerstone of our political advocacy program is YOU! 

 » Read more about: Raising Our Awareness on Capitol Hill  »...

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23
Feb 2015

When it comes to social media, I freely admit I’m a relic.  I don’t spend hours (or even minutes or seconds) on Facebook because a) I place an extremely high value on my privacy and b) I don’t really care what folks with whom I have a tangential relationship did on their last vacation.  The only thing I “tweet” are links to these blog posts because a) I just can’t fathom why people who barely know me would care about what I have to say about anything and b) I can’t figure......

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16
Feb 2015

You remember Jim Collins’ inspiring presentation on what makes great organizations tick delivered at the Alliance’s 2012 Annual Meeting, right? I get as fired up as the next guy by a terrific motivational speaker, but Collins didn’t just deliver a rousing “Yes, You Can!” speech to fraternal executives, he followed it up with the all-important “and here’s how” component based on his lifelong research on successful – and not so successful – businesses.

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09
Feb 2015

Google: Testing the waters or preparing a takeover?

I’m sure you’ve read more than a few articles about Google’s entry into the insurance market.  If not, here are two of the more interesting ones…

• New Clues on Google’s Plans for Insurance
• Will Google and Amazon offer one-click life insurance?

Folks have been saying for years that the insurance industry is primed for “disruption” and could very well be the next Blockbuster. 

 » Read more about: A Few More Thoughts on Disruptions and Collaboration  »...

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03
Feb 2015

On the day of my high school graduation – June 3, 1975 – after 12 long years of strict Catholic education and dress codes, I made a solemn vow to never cut my hair again.

young Joe

Next month – on Friday, March 13th – I am going to shave my head.  On purpose.  In public.  With a camera rolling.

The thought alone is terrifying.  But posting this news here – even before discussing it with my wife (!?!?!?)......

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26
Jan 2015

House Ways and Means Committee Chairman Paul Ryan (R- Wis.) has said that “everything is on the table” when it comes to tax reform.  Senate Finance Committee Chair Oren Hatch (R-Utah) and Ranking Member Ron Wyden (R-Ore.) have created five bi-partisan “study groups” to analyze all facets of the Tax Code.  And President Obama outlined his tax reform proposals during last week’s State of the Union address.

While none of these developments guarantee that Congress will enact meaningful tax legislation in 2015,

 » Read more about: Ready, Set, COMMUNICATE!  »...

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19
Jan 2015

Join Hands Day155

The fraternal business model is built on taking care of one another in a cooperative and collaborative way.  It’s an organizational marvel, if you ask me.

A society’s first duty is to take care of its members.  We accomplish this in large part by providing a variety of financial services products to families to help them secure their fiscal futures with minimal reliance on government safety......

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