President’s Blog


19
Sep 2017

The Alliance and the fraternal community lost an iconic leader this week with the passing of Jim Stoker, the long-time CEO of GBU Financial in Pittsburgh.

His innovative and courageous leadership resulted in the incredible growth of GBU into one of the nation’s largest fraternals.  He pioneered expansion strategies through both organic growth and acquisitions.  He was instrumental in acquiring several smaller fraternals of various ethnic origins and bringing them seamlessly into the GBU family. 


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18
Sep 2017

Some very positive developments have occurred over the past few weeks. Here’s a quick summary of some bright spots on the fraternal horizon…

  • Alliance Annual Meeting – Well, that was a doozy! One-of-a-kind keynoters; thought-provoking workshops; a panel of young professionals from member societies sharing their insights on how to shake-up (wake up?) the system. The 2017 Annual Meeting was one of the highest rated educational programs ever conducted by the Alliance.
 » Read more about: Bright spots on the fraternal horizon…  »...

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18
Sep 2017

Kevin MartiKevin A. Marti Elected Chair of the American Fraternal Alliance Board
President & CEO, Gleaner Life Insurance Society, to serve as Chair of the Board.

OAK BROOK, IL, September 11, 2017 – The American Fraternal Alliance announces that Kevin A. Marti, President & CEO, Gleaner Life Insurance Society, was elected Chair of its Board of Directors. Marti was installed in this Alliance office at the 2017 Annual Meeting,

 » Read more about: Kevin A. Marti Elected Chair of the American Fraternal Alliance Board......

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18
Sep 2017

Timothy L. KuzmaTimothy L. Kuzma, Elected Vice Chair of the American Fraternal Alliance Board
President, Polish Falcons of America, to serve as Vice Chair of the Board.

OAK BROOK, IL, September 14, 2017 – The American Fraternal Alliance announces that Timothy L. (Tim) Kuzma was installed as Vice Chair of its Board of Directors at the 2017 Annual Meeting, September 8, in Chandler, Arizona.

“The Alliance and its member societies congratulate Tim on his election to serve as Vice Chair of the Board,” said Alliance......

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08
Sep 2017

This guest blog is  submitted by members of the Alliance’s Grow Younger Task Force, Nate Lamusga, Director of Member Engagement for Catholic United Financial and Kelsey Logan, Member Programs Manager for Western Fraternal Life Association.

Shabnam Mogharabi

Thanks for bringing in Shabnam Mogharabi and for a perpetual lump in my throat throughout her presentation about her work at Soul Pancake (LOVE Kid President!).  I was thinking about her mission to connect people and about a presentation......

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07
Sep 2017

Yesterday more than 325 folks from across the country gathered in the beautiful Arizona desert for the start of the 2017 American Fraternal Alliance Annual Meeting. Once a year we come together to learn from experts and more importantly, from each other about ways to make our organizations better and even more appealing to a new generation of members. We also make some time to celebrate our very special fraternal missions…it’s what sets us apart from every other financial organization on the planet…and we think that is a very special and important niche to......

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05
Sep 2017

Before the flood waters even started to recede, the Alliance’s five Texas-domiciled societies and dozens more with member networks in the Lone Star State were marshalling resources to provide help first to their members who were affected by Hurricane Harvey’s devastation and then to individuals in communities devastated by the flood waters.

One Alliance member – the Catholic Union of Texas (KJT), in LaGrange, Texas – was directly impacted by the flood. 

 » Read more about: Fraternals Rising…  »...

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28
Aug 2017

Not so fast… While it appears that federal regulators may put the brakes on implementation of the rule for as long as 18 months, there is still plenty of confusion about compliance issues that fraternals need to be aware of. This helpful alert published by Stinson Leonard provides some fraternal-specific advice to society executives and compliance professionals. And we’ll do a deep dive on DOL issues during two workshops at the Alliance’s Annual Meeting next month in Arizona.

 » Read more about: So, we can stop worrying about the DOL fiduciary......

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21
Aug 2017

I’m doing my best to keep my eyes on the road and my hands on the wheel as the Alliance prepares for next month’s Annual Meeting and gears up for the coming tax reform debate. But my heart belongs to these two – Joseph IV and Arabella (and their cousin, Olivia, who will be arriving in November). They arrived on Saturday, August 12, and reminded my wife and me of what is really important in life. 

 » Read more about: It’s a matter of perspective…  »...

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14
Aug 2017

“Smells like…victory”

The Alliance achieved a significant victory last week, and it did not require an attack fueled by jellied gasoline. After over two years of prudent, thoughtful, and effective advocacy, the NAIC Executive and Plenary Committee approved an amendment to the Principles-Based Reserving Small Company Exemption (PBR SCE). The amendment allows insurers – commercial and fraternal – with less than $50 million in annual life insurance premium to apply for an exemption to PBR rules so long as the meet the minimum RBC ratio requirement in their domiciled state,

 » Read more......

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