President’s Blog


27
Feb 2017

capitolOn February 15, I spent the day on Capitol Hill meeting with the tax counsel for a variety of Republican and Democratic members of the House Ways and Means and Senate Finance Committees.  Conducting this type of in-person outreach to legislators and their staff is one of my most important responsibilities as the president of the Alliance.  And with tax reform – the Alliance’s signature and single most important issue – squarely on the congressional priority list in 2017,

 » Read more about: Tax......

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20
Feb 2017

Over the last few weeks, I’ve read articles in The Wall Street Journal, insurance industry trade magazines, and futurist publications about the impact of technology on the insurance industry – the life insurance sector, in particular. Recent start-ups like Ladder, Lemonade, and Haven are all trying not just to tweak the way life insurance products are purchased, they are attempting to turn the traditional model of what insurers sell and how they sell it on its head.

 » Read more about: Climbing the Ladder, drinking the Lemonade, and looking......

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13
Feb 2017

From first grade through twelfth, the rules on hair length in the Catholic schools I attended were abundantly clear: no hair touching the ears or the collar, and no facial hair of any kind. And as many of you know, on the day I graduated from high school I made a solemn promise never to cut my hair or shave again – ever.

young Joe

I admit that I waivered on the shaving part over the next four......

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06
Feb 2017

I know there are many more pressing issues to write about – increasing regulatory cost and complexity; competition from Lemonade and Ladder; economic volatility and interest rate uncertainty, to name a few. And I promise to get to all of those in the coming weeks. But I saw “The Last Waltz” on an obscure cable channel last week, and it got me thinking about all the incredible concerts I’ve witnessed over the years. I don’t get to many live shows these days.

 » Read more about: The greatest shows on earth…  »...

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30
Jan 2017

Spring meeting season is just around the corner, and the Alliance has overhauled its signature education programs based on feedback from members to provide you with more value and more choices.  Here is a quick look at our two major spring conferences and all the information you need to get registered for the meeting(s) that will help you build the collaborative relationships and subject matter expertise that you need to increase your professional skills and enhance the performance of your society.

 » Read more about: A Change Would Do You Good…  »...

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23
Jan 2017

With tax reform topping the congressional “to-do” list in 2017, it’s more important than ever for the Alliance and its members to make sure that U.S. Representatives and Senators understand and appreciate the value of the fraternal business model and the more than century-old tax exemption that allows societies to fulfill their unique financial and community service missions.

That’s why the Alliance is once again backing the Fraternal Resolution – this year known as HCR 10 – which was reintroduced last week in the 115th Congress.

 » Read more about: Alliance-backed Congressional Resolution......

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16
Jan 2017

 

questionsIn my last two posts I’ve discussed some of the factors – both the hard, cold data points and the emotional connections to a business model that we cherish – that are driving the Alliance Board’s effort to develop a strategic vision and plan that will set the direction for the organization’s future.  Today I’ll outline the key questions that need to be addressed if this initiative is to be successful.

 » Read more about: Universal Questions for the Fraternal Sector…  »...

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09
Jan 2017

Some would argue that transformational change is driven by desperation; something akin to the mood struck by Bob Dylan when he sings, “When you ain’t got nothing, you got nothing to lose.”

The transformational change initiative being undertaken by the Alliance Board is being driven not by despair, but by courage and foresight.  Today the Alliance is a strong and financially healthy organization.  Every year nearly 100% of members renew their membership.  And those that don’t renew typically merge with another member society. 

 » Read more about: The Drivers of “Transformational Change”…  »...

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19
Dec 2016

In my final post for 2016, I want to highlight the incredible value fraternals bring to communities in the United States and Canada every single day.  It’s this value – and these values – that make the Alliance’s advocacy, education, information, and networking efforts to foster a bright future for the fraternal model all worthwhile.  On behalf of the Alliance staff, thank you for allowing us to lead and serve you for another year.

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  • Recent posts have promoted Alliance member contributions to the new Smithsonian......

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