President’s Blog


23
Apr 2018

More than 60 Alliance member CEOs and COOs will head to Capitol Hill on Tuesday, April 24, to thank U.S. Representatives and Senators for preserving the fraternal tax exemption during the 2017 tax reform debate, and to make sure they understand the intrinsic value and irreplaceable contributions fraternals make to the quality of life in their home states and districts.

And while all my energy will be focused on maximizing the impact of these visits for both Alliance members and Members of Congress,

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16
Apr 2018

I had the chance to attend the LIMRA Life Insurance Conference in Chicago last week. I picked up lots of information on consumer attitudes toward financial services, automation and robotics, genetic underwriting regulation, and a host of other topics. I also had the chance to see and speak with a few fraternal folks in the audience. And I met with LIMRA executives to discuss a potential educational partnership with the Alliance to get more fraternals to this dynamic event.

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09
Apr 2018

In 2017, the Alliance “reinvented” its Section Meetings by combining them into the Spring Symposium – separate education tracks for separate disciplines conducted concurrently in one location. To say it was a hit is an understatement. In the conference evaluations, members told us that they LOVED:

  • The Chicago location, which was drivable for many members and a non-stop flight away for everyone else;
  • The meeting schedule that packed six separate educational sessions into one-and-a-half-days;
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03
Apr 2018

In case you missed yesterday’s Board Bulletin, the Alliance’s Board of Directors took a major step in the process of implementing the organization’s new business model by voting unanimously to retain NAMIC Services Corporation (NSC) as the Alliance’s association management company effective January 1, 2019.

The Board’s decision comes after a two-year strategic planning process in which the Board took a hard look at the future of the Alliance and the fraternal movement.

 » Read more about: Board takes next major step toward implementation of the Alliance’s new business model…  »...

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26
Mar 2018

St. Baldrick’s Day has come and gone, and so has my hair. I joined more than 50 other “brave the shave” volunteers at the Northside Knights of Columbus Hall in Indianapolis last Friday for an evening of fun and fundraising. Thanks to the generous support of individuals and organizations within the  fraternal community, I raised more than......

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21
Mar 2018

  • You’ve probably seen this, but it’s worth sending again. The Department of Labor fiduciary rule has been officially vacated. Here’s the Alliance Bulletin on the issue. The question that remains is who will fill the regulatory void for the most important provision of the DOL rule – the so-called “best interest” standard. We’ve heard positive predictions that the Securities and Exchange Commission (SEC) will issue a national standard that will be fair and understandable. 
 » Read more about: All items, big and small…  »...

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12
Mar 2018

Last Wednesday was one of my favorite days of the year. It was the day I spent with representatives from six Alliance members – Thrivent, Modern Woodmen of America, WoodmenLife, KJZT, Sons of Norway, and Woman’s Life – before sending them out to spread the fraternal message to their Representatives and Senators on Capitol Hill.

Thrivent has sponsored this event for more than five years and the Alliance has been partnering with our largest member......

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05
Mar 2018

Thanks to the generosity of dozens of Alliance members and my friends and family, I’m more than halfway to reaching my 2018 St. Baldrick’s fundraising goal of $7,500.

And with a little over two weeks left before my March 23rd head shaving, I’m using this space to make one last appeal for your help in putting me over the top.

As you know, I’m dedicating this year’s fundraising to Maddie Coyle,

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26
Feb 2018

The sweeping tax reform act signed into law late last year may produce a flurry of new tax legislation to correct glitches, oversights, and unanswered questions that are the inevitable result of a hasty and single-party effort to pass major reforms without taking the time to read the bill or hold hearings on its potential impact. The GOP is holding the bag on this one, but the Democrats did exactly the same thing with the Affordable Care Act.

 » Read more about: New tax law produces more questions than answers…  »...

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19
Feb 2018

After two hearings on proposed amendments to an Oregon bill that would have, among other things, shortened the contestability period under life insurance policies, a combined industry effort defeated those amendments last week.

However, there is another bill in the Oregon legislature which affects the fraternal tax exemption and presents some interesting challenges for the Alliance. On the bright side, the bill affects all insurers by imposing a new excise tax on commercial,


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