President’s Blog


25
Sep 2012

  1. Jim Collins – I knew his message would be on point, but I had no idea how much effort he would make to understand the specifics of the fraternal business model (and the unique financial structure of life insurers, in general) and tailor his comments to the needs of Alliance members. He gave an inspiring and brutally honest assessment of what it takes for a fraternal to succeed, and earned rave reviews from executives of both large and small societies.
 » Read more about: Five things I LOVED about the Alliance’s Annual......

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17
Sep 2012

I’m back from a brief blog break during which I saw many of you at the Alliance’s Annual Meeting, saw a few of you at the National Association of Insurance and Financial Advisors (NAIFA) Annual Meeting, and didn’t see any of you atop Angel’s Landing in Zion National Park (see photo below).

Considering that the government prohibits people in New York City from purchasing “supersize” soft drinks because of......

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08
Sep 2012

In my opinion, one of the most important aspects of any fraternal organization’s annual meeting/convention is the election of new board members. It’s the best way for delegates to point in a strategic direction and say, “That’s where I want my organization to go in the future.” The election of new leaders is also the way an organization stays relevant. Bringing new blood onto the board means bringing in new ideas and fresh perspectives on all the issues being faced today,

 » Read more about: New Leaders, New Vitality  »...

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08
Sep 2012

Today was an amazing day at the 2012 American Fraternal Alliance Annual Meeting! I’ve been up and moving since 7 o’clock this morning and I’m still charged up! This is mostly due to something I heard during the morning session, which I am now dubbing “The Jim Collins Effect.” If you’re unfamiliar with Jim Collins, he’s an author of a series of books dedicated to teaching leaders and organizations how to succeed by moving them from good to great.

 » Read more about: Annual Meeting Day 2 (Part 2): The Jim......

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07
Sep 2012

I’m a big believer in recognizing the efforts of fraternal members and leaders who have made a significant contribution to the success of their organizations and a positive impact on the communities in which they reside. As I learned today so, too, does the American Fraternal Alliance. Today at the annual meeting, the Alliance held an awards ceremony that recognized four individuals who stand as shining examples of the fraternal industry.

Nominations for this annual award program came from throughout the U.S.

 » Read more about: Day 2 (Part 1): Shining Examples  »...

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07
Sep 2012

If you’re a regular reader of this blog, or have ever had the pleasure of hearing Joe Annotti speak in person, then you’ve no doubt heard him refer to things like volunteerism and community service being engrained in the DNA of fraternal organizations. The positive impact we make on the communities in which we reside is not only the most important element of the fraternal DNA, it’s also the most meaningful. It’s what defines us and differentiates us others in the insurance industry.

 » Read more about: Annual Meeting Day 1: Giving......

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31
Aug 2012

One of the best ways to determine how well an organization is performing is to compare its financial results against other similar groups.  The Alliance’s Annual Financial Analysis helps member societies accomplish this. And thanks to the American Society of Association Executives (ASAE) – a trade group for trade association executives – we’re able to compare the Alliance’s performance in a number of key areas versus those of similarly organized trade groups.  Here’s a look at how the Alliance stacks up against the nearly hundreds of national trade associations that have corporate......

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28
Aug 2012

Alliance members will get a full report on the organization’s overall financial condition, including results for the 2011 fiscal year and for the first six months of 2012, at the Annual Meeting next week in New Orleans.  The bottom line is that the Alliance is heading into what could be a tumultuous 2013 – both in terms of political challenges to the fraternal system and operational challenges to the life insurance industry – in excellent financial shape.  

 » Read more about: Delivering Value for Your Dues Dollar – Part I  »...

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22
Aug 2012

Four years ago, the Alliance revived an almost forgotten tradition by inviting Annual Meeting attendees to participate in a community service project.  In San Antonio, we painted and landscaped a family services center; in Chicago, we renovated two St. Vincent de Paul retail stores; in Denver, we prepared two Salvation Army homeless shelters for the winter season.  In each case, executives from Alliance member societies had the chance to personify the characteristic that distinguishes fraternal life insurers from every other financial services organization:  the “give-back” gene that’s embedded in each of our......

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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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