President’s Blog


10
Dec 2018

Sometimes we get so wrapped up in the politics and policies related to fraternal tax exemptions and solvency issues that we forget what sets us apart from every other financial services organization in North America. And that, of course, is our commitment to improving the quality of life in communities across the country and, increasingly, around the world. Over the past few months, members have sent me a variety of examples of their outreach efforts. 

 » Read more about: An early fraternal Christmas gift – unwrap immediately!  »...

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26
Nov 2018

I hope you all had a wonderful Thanksgiving holiday. I was able to spend some time with our grandchildren which reminded me of what’s really important in our short time on this planet.

This week, I’m in Texas meeting with a member society board of directors about governance, strategic planning, and the outlook and options for small society sustainability. I’ll also be meeting with our Texas local counsel to map out a plan to work with member societies to successfully introduce and enact our fraternal solvency legislation here in 2019.

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19
Nov 2018

Due to my heavy travel schedule, another writer has “volunteered” to create this week’s blog. All opinions are expressly those of the author…

Thanksgiving was a big deal in our house. Dad was in charge of “the bird,” one of the few times we ever saw him in the kitchen. But really, we all thought he was just roasting it so he could move on to the turkey soup, where he really shined.

 » Read more about: Will millennials disrupt Thanksgiving?  »...

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12
Nov 2018

My friend Ken Smith, of Ken Smith Sales, forwarded THIS ARTICLE to me and I thought it contained a message that would resonate in the fraternal community: The Future Belongs to Us! It’s one that we don’t hear often in these times of increasing competition, regulatory complexity, and consumer apathy about the products we sell.

Of course, the author doesn’t reference fraternals specifically, but his view that the “mutual model” is much better suited to the life insurance business is just as relevant to us.

 » Read more about: The future belongs to......

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05
Nov 2018

Tomorrow we go to the polls in what is arguably one of the most important mid-term elections in recent memory. Americans will elect 435 Members of the House of Representatives and 35 Senators. And the balance of power in each chamber of Congress is up for grabs.

In addition, there are several key gubernatorial elections – Illinois, Ohio, Wisconsin, and Pennsylvania come to mind – that will not only affect the political environment in these states,

 » Read more about: Why the mid-terms – and your vote......

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31
Oct 2018

  • Blue wave or red tide, the November 6 midterm elections are certain to shake-up the power structure on Capitol Hill and in state capitals. Should Democrats take control of the U.S. House of Representatives, we will see new chairs across all committees – including the critical Ways and Means Committee. Even if the GOP maintains control of the House, the retirement of key Republican leaders will result in sweeping changes to Committee memberships.  And governors’ races in key fraternal states like Illinois,
 » Read more about: A change will do you good…  »...

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22
Oct 2018

While I am out participating in state fraternal alliance meetings and member events, the Alliance staff is in the midst of transitioning to our new Advocacy Plus model and budgeting for next year’s activities. While this encompasses the work of several departments, I’d like to call out a few exciting developments that Alliance members can look forward to in 2019.

Life Insurers Council (LIC) Partnership

We are officially partnering with the Life Insurers Council (LIC) to offer their unique brand of operations-focused learning opportunities to Alliance......

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15
Oct 2018

You remember the movie City Slickers, right? One of the great lines from that film was when Curly (Jack Palance) told Mitch (Billy Crystal) that “the secret to life is just one thing.” When Mitch asked what that one thing was, Curly replied, “That’s what you’ve got to find out.” Here’s a link to the clip

Having attended a few State Fraternal Alliance meetings so far this fall,

 » Read more about: Just one thing…  »...

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09
Oct 2018

It was Columbus Day yesterday (although from what I hear, it wasn’t the case in Columbus, Ohio). The Alliance office was officially closed, but I came in to catch up on a few things between road trips to state capitals and state fraternal alliance meetings. And, of course, to write this blog because I knew you just couldn’t live without it!

I hate to disappoint you, but I’m temporarily out of fresh and original material.

 » Read more about: Just click here…  »...

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