President’s Blog


20
Aug 2012

OK, my “ecstasy” is a little over the top (and a blatant rip-off of a heckuva Steely Dan album), but the educational program at this year’s Annual Meeting makes me, well… ecstatic. Take a look at these links to learn more about three of the speakers featured at this year’s meeting:

  • Jim Collins will challenge you to be great at Friday’s general session. Collins will spend the entire morning with us,
 » Read more about: Countdown to Ecstasy  »...

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16
Aug 2012

With just a little effort, 8 percent of the U.S. House of Representatives – 34 members from districts across the country – have signed on as co-sponsors of Alliance-supported Congressional Resolution #116, the measure that reaffirms the value of the fraternal business model. That leads me to believe that with a little more elbow grease – including participation from Alliance member society CEOs, fraternal field managers and agents, local chapter leaders,

 » Read more about: And then there were 34  »...

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13
Aug 2012

The countdown has begun and we’re only a few weeks away from the 2012 Annual Meeting in New Orleans. I’m thrilled to announce that we’ve enlisted the help of one of our members to report “live” on the meeting via social media… so whether or not you’re attending the meeting in person, you’ll be able to stay informed on what’s taking place during the conference.

Let me introduce to you,

 » Read more about: Meet Your Alliance Annual Meeting Blogger  »...

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06
Aug 2012

What happens to a financial services provider that invests significant amounts of capital into developing a suite of products that meet the needs and budgets of its target market, but that invests nothing in developing a professional field force that is equipped to effectively market these products to consumers?

It goes broke.

I absolutely believe that “nothing happens until a sale is made.” And even though I’ve only been on the life insurance side of the business for a little over four years,

 » Read more about: The Chicken or the Egg?  »...

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25
Jul 2012

It’s virtually impossible to pick up a life insurance trade publication or attend a financial services conference without seeing something about “enterprise risk management” (ERM) in the table of contents or on the program. (Not surprisingly, ERM is addressed in one of the nine featured Workshops at the Alliance’s 2012 Annual Meeting coming up in New Orleans this September.)

I’ve been trying to come to an understanding in my own mind about exactly what ERM means and the best I can do is this: Acknowledge,

 » Read more about: Acknowledge, Assess, Address......

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16
Jul 2012

It’s easy to get carried away with your own thoughts on these pages, serving up an entire banquet of information in one blog post.  But sometimes it’s better to let others do the talking and convey information in tender, bite-sized morsels.  Hope you enjoy these snacks…

  • Death and taxes – Are there any more important issues for fraternal life insurers?  I haven’t figured out how to address the death issue, but if you had any doubt about the significance of the upcoming debate on the overhaul of the U.S.
 » Read more about:......

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10
Jul 2012

I watched “60 Minutes” last Sunday. Like most shows that air in the summer, it was a re-run. But it was one I hadn’t seen before and it featured a profile of Jack Abramoff, the notorious lobbyist who spent time in prison (and rightly so) for his part illegally influencing public policy through what can only be described as bribery.

He claimed to “own” nearly one-third of members of Congress and the tactics he described to acquire that ownership stake were nothing short of disgusting.

 » Read more about: Buying Indulgences from Casino......

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02
Jul 2012

Registrations keep pouring in for the Alliance’s 2012 Annual Meeting.  And with the event only eight weeks away, I know many of you are making plans to get a little lagniappe out of your trip.  My son and daughter-in-law, who both lived in New Orleans for nearly seven years (no, that’s not how long it took them to graduate from Tulane University; they lived and worked there quite a while after matriculating), put together this helpful list of their favorite things to do while in the “Big Easy.”  So print......

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28
Jun 2012

Research on the implications associated with the Supreme Court ruling on the health care law has been prepared by our federal advocacy firm, McBee Strategic.  This is a highly important piece that takes a comprehensive look at how the Court might act and the sector risks associated with that decision.  It also looks more broadly at how non-sustainable trend lines for domestic health care spending are likely to be treated in the post-election collision that will occur around deficits,

 » Read more about: Sneak Preview of Supreme Court Ruling on Health Care......

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