President’s Blog


08
May 2013

I won’t lie; more than a few folks – college professors, bosses, relatives – have uttered those words to me over the years. But I’ve found that it’s sometimes important to come to grips with the realities that stare you in the face – realities for which neither hope nor denial is an effective strategy.

doh

Over the last few weeks a few of those “obvious” factors about the fraternal sector of the life insurance industry,

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30
Apr 2013

Take what you need and pass the rest on to others who may enjoy them…

  •  Governance Graduate School – I believe the following to be true: 1) education is a life-long process; 2) good governance is essential to excellent decision-making and a common characteristic of every successful organization.  If you agree, then I would strongly encourage you to register for the Alliance’s Board Institute Master Class.  It’s the follow-up program to our Board Institute program,
 » Read more about: Bits of Tid…  »...

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22
Apr 2013

The tragedy that struck the community of West, Texas, (population 2,819) has been somewhat lost in the media flurry and public fury surrounding the Boston Marathon bombings. The entire nation has embraced the “Boston Strong” theme – and rightly so. While the senseless terrorist attack occurred in Boston, every American city and citizen was the target. To paraphrase the words of Red Sox slugger David “Big Papi” Ortiz, “This is our nation and no one is going to take away the freedoms and values we hold dear.” Having spent a considerable amount......

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16
Apr 2013

Last week, in conjunction with the Presidents Section Mid-Year Meeting in Washington, D.C., more than 50 CEOs and senior executives from all sizes and types of Alliance member societies took to Capitol Hill to deliver a message on the value and viability of the fraternal business model. We took this message directly to the members of Congress who will decide whether the century-old fraternal tax exemption will remain on the books. Armed with talking points,

 » Read more about: Surrounded by a galaxy of fraternal stars  »...

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08
Apr 2013

capitol-building-picture

I’ll be attending the Alliance’s Fraternal Operations and Presidents Mid-Year Meetings in Washington, D.C., through April 9 (where I’m looking forward to seeing many Alliance member society executives), and will then be traveling to Georgia to participate in the National Alliance of Life Companies Spring Meeting (the Alliance has joined forces with the NALC to mount legal and political challenges to the unclaimed property issue), so this is the only post you’ll see......

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04
Apr 2013

I wanted to update you on the status of tax legislation in the state of Washington that the Alliance has been following for several weeks. Lawmakers in the Evergreen State have been struggling to reduce the state’s budget deficit and, not surprisingly, closing “loopholes” is viewed as a lucrative source of new revenues. While the fraternal exemption had not been mentioned in budget negotiations through last week, that all changed with the publication of this editorial in the Saturday,

 » Read more about: Why your membership in the Alliance matters......

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01
Apr 2013

Image

The Alliance’s 2011 consolidation with the Canadian Fraternal Association is proving to be fortuitous as the home office of the association will be relocating to Canada by June 1.  The primary reason for the sudden move is not the staff’s abiding love of longer, colder winters or a lingering desire to learn to speak French.  The driving factor is the nearly 50 percent increase in the premium for group medical program the Alliance offers its employees. 

 » Read more about: Alliance Moving Home Office......

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26
Mar 2013

It’s been a while since we touched on the 2002 “Fraternal Vision” report, but I don’t want this groundbreaking study to fade into the woodwork again. So let’s get back to the findings and recommendations uncovered by the report’s authors over a decade ago…

Fraternal Vision Cover_001

• Finding #6 – There is a strong and increasingly unmet need for individuals to connect with others with shared values. Fraternals have a great opportunity to become a “connector”......

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21
Mar 2013

Fraternals are in the business of risk transfer. We transfer an individual’s risk of lost income as a result of death or disability through the purchase of a life or disability income insurance certificate, helping to secure the financial future of an entire family. We transfer an individual’s risk of not having a steady stream of retirement income through the purchase of an annuity certificate, lessening the burden on government programs and enhancing the quality of life for the family.

 » Read more about: How secure is your cyber space?  »...

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19
Mar 2013

Last month, in a guest blog, we heard from Jackie Felling about the reasons why she tries to never miss a Presidents Mid-Year Meeting.

This week, Steve Reindl, Vice President of Operations and Corporate Secretary of National Mutual Benefit, provides us his take on the benefits of attending the Fraternal Operations Mid-Year Meeting, sponsored by the Secretaries/HR Section. Steve is Chair of the Secretaries/Human Resources Section Advisory Council and has been a great volunteer for the Alliance.

 » Read more about: Never underestimate the power of community  »...

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