UPCOMING WEBINARS
FREE WEBINAR – Cyber Liability: Announcing a New Alliance Program for Fraternals
Sponsored by the Alliance Risk Management Committee
March 7, 2013
10:00 am – 10:45 am Central Time
Cyber attacks and data breaches are becoming commonplace and increasingly reported in the media. Your trade association’s Board of Directors has been proactive by charging the Risk Management Committee with the important job of determining how real cyber risk is for financial service providers.
During this complimentary webinar, you will learn:
- The process used by the Alliance Risk Management Committee to determine if cyber threats are severe for Alliance members
- How the Committee selected Lockton as the endorsed broker for the Alliance Cyber Liability Program
- Why Lockton is a great fit for fraternals
- How Lockton is already helping members assess their individual society’s cyber risk
- What your local broker might be missing and can’t offer you
- The steps your society needs to take to assess its cyber risk
Presenters:
Jim Parck, Executive Vice President, Lockton Companies, LLC,
Michael Schmitt, Account Executive/Assistant Vice President, Lockton Companies, LLC, Member of the Alliance Risk Management Committee
Stu Buchanan, High Secretary – Treasurer/CFO, Catholic Order of Foresters
John Callen, Investment Officer, Catholic Financial Life
Joe Annotti, American Fraternal Alliance President & CEO, Moderator
Protect your society – please join us!
The webinar will be recorded and made available for replay.
AMERICAN FRATERNAL ALLIANCE WEBINARS/TELECONFERENCES AVAILABLE FOR REPLAY
If you missed any webinars, you can still replay them (with synched audio and Powerpoint) at your leisure.
FREE Unclaimed Property 2013 Webinar – First Quarter Update - January 24
Matt Murphy, of The Berwyn Group, Inc., provides an update about those states that have adopted life insurance benefits and policy identification regulations in 2012, and his insights into those states that will be enacting them in 2013. Barbara Blick and Cornel Lupu, of Keane Unclaimed Property, provide a general overview of how to prepare for an unclaimed property audit. The information they will provide is useful, even if your society never has to undergo an unclaimed property audit.
Presenters: Barbara Blick, Vice President, Keane; Cornel Lupu, Manager, National Consulting & Advisory Services Group, Keane; Matt Murphy, Director of Marketing and Sales, The Berwyn Group, Inc.
Click here to listen to the Webinar.
Click here to see the slides.
FREE WEBINAR: FAQs of Alliance Membership – December 6, 2012
More. Better. Faster. We live in an “on demand” world and the Alliance is committed to exceeding your expectations when it comes to providing the advocacy, information, and education you need to excel in an incredibly competitive and complex business. During this webinar, learn about exciting new services and programs that will help your society thrive and how to get the most out of your membership.
Q1: What is Compliance Plus and Why Will It Be Provided to All Societies in 2013?
Q2: What is the Goal of the Congressional Resolution and How Can I Help the Effort?
Q3: What’s Exciting About the Mid-Year Meeting Schedule?
Q4: How Are You Going to Top the 2012 Annual Meeting
Q5: Why Does the Alliance Offer Insurance to Us and How Good is the Program?
Q6: What Else Can I Expect in 2013?
Presenters: Joseph Gadbois, Alliance Chair; Joe Annotti, Alliance President and CEO; Allison Koppel, Alliance Executive Vice President; Melanie Hinds, Alliance Director of Public Policy; Kathy Brost, Compliance Specialist, Brost Law Offices.
Click here to replay this free webinar.
FREE Alliance Teleconference: Post Election Update: How Fraternals Will Be Impacted by the Outcome
Learn how the results of the presidential and congressional elections will affect not only the balance of political power in the nation, but also how they might impact tax reform debate and the investment markets – issues critical to the success of fraternal life insurers. The tax exemption and other tax issues affecting life insurers will be on the 2013 congressional agenda. We’ll also discuss the election’s impact on the Alliance’s Congressional Resolution. Did our champions get reelected? Are there new members of the House of Representatives that may sign-on as a co-sponsor?
Presenters: Jenn Fogel-Bublick, Executive Vice President and Charles Cooper, Executive Vice President, McBee Strategic.
Click here to replay this free teleconference.
FREE Alliance Compliance Teleconference: New York Emergency Regulation 200… Coming to a State Near You!
Listen to this teleconference to get an overview of the New York Department of Financial Services’ Insurance Regulation 200. Find out what applies to fraternals; how to comply with the regulation; how to best prepare your data for matching; and clarification on the 150-day grace period. You’ll also learn about other states that may be considering similar regulation, and how the Alliance/Berwyn Group partnership can provide you with a cost-effective way to comply with NY Regulation 200 and other impending regulations.
Presenter: Matthew Murphy, Director of Marketing and Sales, Berwyn Group, Inc.; Moderator: Allison Koppel, Executive Vice President, American Fraternal Alliance
Click here to replay this free teleconference.
Opportunities in a Low Interest Rate Environment: Enhancing Surplus and Reducing Risk
This webinar will focus on the unique opportunities currently available in the low interest rate environment to improve surplus and reduce risk. One opportunity is the ability to clean up the watch list of the insurer while assisting surplus and risk-based capital (RBC). As part of the presentation a review of Asset Valuation Reserve (AVR) and the asset concentration factors of RBC will be provided. Also included will be a discussion of the decreasing discrepancy between the reserve objective of AVR and the maximum reserve as NAIC ratings fall.
Presenters: Theron Holladay, Parkway Advisors L.P.; Kirk Gravely, Bailey, Ramsey and Associates, Inc.; Tom Pyle, Bailey, Ramsey and Associates, Inc.; and Moderator: Joe Annotti, American Fraternal Alliance
Please contact Allison Koppel, Executive Vice President, if you would like to obtain the web link to this recording, as it includes a registration replay fee.
Working it on the Web
This Webinar will take you through two societies’ journeys from a passive Web presence to an interactive experience for members and potential members alike. You’ll walk away with information that will allow you to assess your society’s Web footprint and ideas that will pull customers in with solid messages and effective online presence, including social media such as Facebook and Twitter.
Presenters: Jim Eisenbeck, NetEffect Services; Bill Seaver, MicroExplosion Media; Joseph Evanish, Slovene National Benefit Society (SNPJ); Jay Sedmak, Slovene National Benefit Society (SNPJ); and Erik Evans, Sons of Norway
Please contact Allison Koppel, Executive Vice President, if you would like to obtain the web link to this recording, as it includes a registration replay fee.
FREE Teleconference
Alliance Agent Errors & Omissions Coverage: 2011 Wrap Up & Outlook for 2012
During this teleconference, you will learn:
- An overview of the Alliance program’s coverage
- What vicarious liability is and if your coverage includes it
- Gaps exist in coverage how to prepare for them
- Who has access to your program: exclusive vs. non exclusive options
- Mandatory vs. voluntary options
- Case studies on what can happen without the right coverage
- Using the program as an agent recruitment tool
- Exciting news: 2012 rates will be announced!
- The renewal process
Presenter: Michele K. Gerace, Esq., Vice President/Account Executive, Brown & Brown of California, Inc. dba CalSurance Associates; Moderator: Joseph J. Annotti, President & CEO, American Fraternal Alliance
Click here to replay this teleconference.
The Renegade Lodge: Issues and Solutions for Difficult Situations
In this webinar, Alliance-retained counsel Todd Martin will provide interesting case studies on recent lodge situations, some of which have resulted in litigation between the society, the lodge, and lodge members. Todd – and other fraternal leaders – will address possible challenges with renegade lodges and practical solutions to help avoid issues and to increase the likelihood of success for the society if a dispute should arise.
Presenter: Todd W. Martin, American Fraternal Alliance Retained Counsel, Reinhart Boerner Van Deuren, s.c.
Please contact Allison Koppel, Executive Vice President, if you would like to obtain the web link to this recording, as it includes a registration replay fee.