GOVERANCE SERIES DESCRIPTIONS

Part One – Primer for New Board Members

This on-demand webinar, featuring Todd Martin and Allison Koppel, is the perfect introduction to governance for new board members and an opportunity to refresh seasoned board member’s understanding of their roles and responsibilities.

Part Two – Introduction to the Life Insurance and Annuity Industry

This self-paced, online course created by Tom Faulconer and the Alliance covers life insurance and annuity industry basics and important terminology to support board members in making informed and strategic decisions. Several mini “tests” are imbedded to ensure comprehension.

Part Three – Understanding Life Insurance Financials and Operations

This self-paced, online course created by Tom Faulconer and the Alliance will help board members understand fraternal financial statements and the complexity of managing reserves to fund both the financial services promised and fraternal expenses. Several mini “tests” are imbedded to ensure comprehension.

Additional Opportunities

In addition to the series, for an additional cost ($99), society boards can request a private virtual meeting with the Alliance and Todd Martin to debrief on the topics with your board and executives.

REGISTRATION INFORMATION

Cost: $499

Access to this evergreen program is unlimited for purchasing societies. Societies can share the login details with any number of their board members year after year.