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Associate Members

The Alliance welcomes into Associate Membership companies that support the fraternal system and provide products or services that allow fraternal benefit societies to modernize, become more efficient and profitable, and engage effectively with their members.

  • Associate Members receive the Member rate at most American Fraternal Alliance functions and events in order to network with fraternal executives.  The exception is the Executive Summit which is invitation only and primarily intended for fraternal CEOs.
  • Associates are considered as subject matter experts when planning any and all educational programming for a good fit.
  • Associate Members appear within the Alliance membership directory.
  • Associate Members are included in and have access to the password-protected Members Only part of the Alliance Web site and online directory which includes reports and financial data on fraternals.
  • Associate Members have access to all meeting sponsorships.

Please click here for an Associate Membership Application.  The board of directors vote quarterly on Associate Membership applications.  For more information, please contact us at info@fraternalalliance.org or by phone at (630) 522-6322.

Our Associate Members

AAM Insurance Investment Management/Securian AM

30 W. Monroe Street, 3rd Floor
Chicago, Illinois 60603

Peter Harmon, VP, Marketing Manager - AAM Insurance Investment Management , peter.harmon@aamcompany.com

AAM Insurance Investment Management and Securian Asset Management (both affiliates of Securian Financial) have a long history of serving the investment needs of fraternal benefit societies. AAM serves as the core fixed income manager and Securian Asset Management offers specialty credit strategies including Private Placements and Commercial Mortgage Loans. Investment portfolios are tailored to meet the specific investments needs and challenges of fraternal organizations. Value Add services include Asset-Liability Management, Investment Accounting, and Cash Flow Forecasting. For more information, please visit our websites, www.aamcompany.com or www.securianam.com.

Allen Bailey and Associates, Inc.

8310-1 Capital of Texas Hwy North, Suite 370
Austin, Texas 78731

Jenna Leiker, Accounts Payable, jleiker@allenbailey.com

Since 1987, the actuarial consulting firm of Allen Bailey & Associates, Inc. has specialized in helping Fraternal Societies enhance their product portfolios to attract new members. We assist our clients with financial reporting, strategic alternatives, compliance, experience analysis, illustration software, and more. We pride ourselves on providing timely value-added consulting services. For more information on AB&A or to inquire how we can provide exceptional service to your society, please email contact@allenbailey.com or visit us at www.allenbailey.com.

Andesa Services

6575 Snowdrift Road, Suite 108
Allentown, Pennsylvania 18106

Jerry Pennella, Account Executive, jerry.pennella@andesaservices.com

Andesa Services, Inc. provides cloud-based policy administration and support services for life insurance and annuity carriers. Our flexible Software as a Service (SaaS) model allows fraternal carriers of all sizes to realize the benefits of a secure, modern infrastructure, fully integrated administration, reporting and illustration systems and industry-leading agent e-app portal and member self-service portal. The Andesa policy administration platform was specifically designed for the Fraternal market which includes an integrated Fraternal Member Management solution. This tool allows fraternal carriers the ability to capture and maintain information on its members, chapters/regions/lodges as well as volunteer hours, social memberships, donations, scholarships, etc. Andesa’s integrated approach to policy administration results in dramatic efficiency gains, significantly reduced hardware costs, highly predictable support expenses, streamlined client service, mitigated compliance risks and speed-to-market for new products and lines. Andesa’s clients include several fraternal carriers as well as 7 of the top 13 life insurance carriers including numerous small to mid-sized insurers. Visit www.andesaservices.com to learn more.

AQS Asset Management, LLC

5806 Mesa Blvd, Suite 220
Austin, Texas 78731

Larry White, Managing Director, larry.white@aqsllc.com

AQS Asset Management is an SEC registered investment advisor exclusively serving insurance companies. More than just a portfolio manager, AQS assumes an active role in the financial performance of our client. Performance - Experience - Results Vested in your success.

askFinancial Wellness

PO Box 187
Spring Park, Minnesota 55384

Charlie Schaitberger, CEO, charlie@askfinancialwellness.com

Wellness programs are nothing new, more than over 50% of employer and membership groups have implemented the programs since 2008. askFinancial Wellness, an industry leader since 1989, brings some of the timeliest benefits to your product and membership program. We are currently providing these financial helpline, education and resource benefits to millions of members through a wide variety of sponsors, including: insurance companies, EAPs, Fraternal Societies and membership programs throughout the US and Canada. Consider a total member Wellness Benefit that will: provide practical solutions to members and their families; financial and legal needs; increase value; improve retention and complement other insurance and financial service products. We have no affiliation with any company that sells or manages financial, insurance or investment products.

Balanced Growth Consulting

980 N. Michigan Ave., Suite 1400
Chicago, Illinois 60611

Jason Bordui, President & Chief Client Strategist, jason@balancedgrowth.com

Balanced Growth is a strategy, innovation, and operations consulting firm. Our mission is to create enduring value for organizations who are driven by purpose and profit through strategic and operational innovation. In collaboration with client leaders and teams, we design, implement, and accelerate high-impact operational, technology, and innovation solutions to enable measurable results and achieve breakthrough performance.


5700 Westown Pkwy
West Des Moines, Iowa 50266

Maura Gilson O'Donnell, Director of Marketing, maura@benekiva.com

Benekiva provides scalable, rules-driven solutions that support end-to-end claims and policy servicing process and systems efficiencies, staff effectiveness, policyholder & beneficiary satisfaction, and new business opportunities for insurance carriers. Benekiva's methodolgoies and software solutions transform disparate and outdated, processes/systems into a single claims processing platform. The flexible API framework enables quick integration and seamless transition to a digital customer-centric, cost-effective solution in less than 8 weeks for a single-issue solution and an average of 6 months for a full platform transformation implementation.

Berwyn Group, The

2 Summit Park Drive, Suite 610
Independence, Ohio 44131

Felix Federowicz, President, felix@berwyngroup.com

The Berwyn Group partners with fraternals and insurance carriers, helping them comply with state Unclaimed Property Regulations and reduce over payments. Our focus for the last 25 years has been providing Death Audits, Location Services, Beneficiary Searches and other NPPI retrieval, utilizing our proprietary software systems and methodologies. The Berwyn Group uses the Social Security Administration's Death Master File (DMF), other official government death records, and obituaries to provide accurate and timely results. Policy Holder Verification services can reduce the number of false positives by over 75%. For more information on The Berwyn Group or to inquire how we can provide exceptional service to your society, please email info@berwyngroup.com or visit us at www.berwyngroup.com.

BKD CPAs & Advisors

1401 50th Street, Suite 350
West Des Moines, Iowa 50266-5935

Jon Harris, Partner, jdharris@bkd.com

BKD National Insurance Services Practice is the accounting firm of choice for hundreds of insurance companies and fraternal benefit societies across the country, providing audit & tax services, cybersecurity consulting, internal audit, big data & analytics and more. Ranked by A.M. Best as a top-tier assurance provider in the insurance industry, BKD helps companies manage risk, navigate the complex regulatory environment and add value for shareholders and policyholders. With a strong commitment to the industry, BKD also is a proud sponsor of the American Fraternal Alliance. To learn more, we invite you to visit bkd.com/insurance. Everyone needs a trusted advisor. Who’s yours?

Breathe Life

50 Rue Queen, #104
Montreal, Quebec H3C 2N5

Emma Williams, Senior Director of Marketing, emma@breathelife.com

Breathe Life is a digital sales solution for carriers, that empowers agents and members in the life insurance buying process. Our goal is to make financial security accessible to everyone.

Bruce and Bruce Company Consulting Actuaries

916 Sherwood Drive
Lake Bluff, Illinois 60044

Silvio Rodia, Executive Vice President\\COO, srodia@babco.us.com

Consulting actuarial firm providing: valuation, asset adequacy analysis/cash flow testing, plan development, marketing, form development and filing, and pension services. We have been in business since 1929. We have five actuaries, including a pension enrolled actuary.

CalSurance Associates, A Division of Brown & Brown Program Insurance Services, Inc.

681 S. Parker Street
Orange, California 92868

Matt Johnson, Account Manager, mjohnson@calsurance.com

CalSurance is proud to be the endorsed broker for the American Fraternal Alliance member insurance programs, including Agents' E&O, D&O, Employment Practices, Fiduciary, Outside Directorship and Professional Liability. We take pride in offering our clients the depth and power of our insurance knowledge while still providing the personal touch of a smaller organization.


One Financial Plaza
755 Main Street
Hartford, Connecticut 06103

Samantha Arnold, Vice President - Business Development, samantha.arnold@conning.com

Conning (www.conning.com) is a leading investment management firm. With a long history of serving the insurance industry, Conning supports institutional investors, including pension plans, with investment solutions and asset management offerings, award-winning risk modeling software, and industry research. Founded in 1912, Conning has investment centers in Asia, Europe and North America.

CSG Consulting, LLC

11011 Q Street, 101B
Omaha, Nebraska 68137

Jared Strock, Consulting Actuary, jstrock@csgactuarial.com

CSG Actuarial is a full service actuarial consulting company specializing in the supplemental life and health insurance markets, with more than 60 years of combined experience. As actuaries, we help our clients develop new insurance products, manage inforce blocks of business, support their valuation processes, and also provide strategic level consulting. In addition to providing traditional actuarial services, CSG also maintains a large and robust database of insurance product information. The CSG MarketAdvisorTM database contains current and historical premium information, product specifications and underwriting procedures on over 150 different insurance companies. In addition, our software engineers have developed many other unique and cutting edge insurance tools, such as, E-Applications, Document Libraries, and Agent Databases.

Currin Compliance Services, Inc.

14 Main Street
Greenwich, New York 12834

Cailie Currin, Chief Executive Officer, ccurrin@currincompliance.com

Currin Compliance provides compliance and actuarial consulting to fraternal benefit societies. We focus exclusively on the products that you offer -- we are your compliance resource in the life insurance industry. We can assist Alliance members when you need to: • Design, draft, review and/or file life/annuity/health insurance products, including actuarial compliance; • Assess your compliance or help you become compliant with various state and federal rules, such as NY’s Reg 210 and the DOL rule; • Review your advertising • Conduct compliance assessments in the home office or the field; • Prepare and help implement compliance risk mitigation strategies; • Assist with company and agent licensing; • Prepare you for, and respond to, market conduct examinations; • Advocate for you with insurance regulators; • Provide compliance training: in person, at conferences and meetings or online at education.currincompliance.com. Let Currin Compliance be your #compliancehero.

Employee Pooling, LLC

2000 Glen Echo Rd
Nashville, Tennessee 37221

Steven Lacher, Vice President, Business Development, steven@ep-insuranceservices.com

EP delivers process management systems and 24/7 scalable assistance in a highly secure environment to financial institutions and distributors by dedicating fractional shares of departmental specialists and their management hierarchies for services such as Agent Appointments, Application Processing, Case Management, Underwriting, Commissions, Policy Services (notifications / changes), Special Projects, and more. EP affords companies the confidence to right-source and increase profits and enhance the customer experience.

ENDePersis Fraternal Consulting, LLC

Manor Oak Two, Suite 980
Pittsburgh, Pennsylvania 15220

Edward DePersis, CFO, Senior Financial & Marketing Advisor, info@endepersis.com

Serving fraternal benefit societies for many years. We are experienced in all areas of fraternal operations, such as: accounting assistance; IRS Form 990; management discussion and analysis; financial operations report; completing annual and quarterly financial statements, including filing state forms; RBC; NY Supplement; forms and policy drafting and filing via SERFF; UCAA state expansion filings; marketing assistance in program promotions; board governance training; etc. We assist actuaries with compiling valuation data. Currently, we provide assistance with three actuarial firms. Client asset size: from $17,500,000 to $1 billion+.

Epoq Inc

85 Swanson Rd
Boxborough, Massachusetts 01719

Clifford Cohen, Business Development Director, info@epoqtech.com


1835 Market Street
Philadelphia, Pennsylvania 19103

Roger Soppe, Vice President, Insurance Advisory - US, roger.soppe@equisoft.com

Founded in 1994, Equisoft is a global provider of advanced digital solutions in life insurance and wealth management. Recognized as a valued partner by over 50 of the world’s leading financial institutions in 15 countries, Equisoft offers innovative front-end applications, extensive back-office services and a unique data migration expertise. The firm’s industry-leading products include CRM, financial needs analysis, asset allocation, quotes and illustrations, electronic application, agency management systems, as well as customer, agent and broker portals. Equisoft is also Oracle’s main global partner for the Oracle Insurance Policy Administration platform. With its business-driven approach, deep industry knowledge, state-of-the-art technology, and a growing team of over 400 specialized resources based in the USA, Canada, Latin America, South Africa and India, Equisoft helps financial institutions tackle any challenge in this new era of digital disruption.

Eversheds Sutherland

The Grace Building, 40th Floor
New York, New York 10036

Cynthia Shoss, Partner, cynthiashoss@eversheds-sutherland.com

Eversheds Sutherland provides the full range of legal services to a global client base ranging from small and midsized businesses to the largest multinationals, acting for 71 of the Fortune 100, 57 of the FTSE 100 and 119 of the Fortune 200. The firm has approximately 125 attorneys who, on a daily basis, advise our national and international insurance company clients on a full array of insurance matters, resulting in one of the largest, if not the largest, and dedicated insurance practice groups in the U.S. The breadth of this practice ensures that there are few, if any, issues involving the day-to-day operations of insurance companies on which we do not have direct experience that has been accumulated and honed over the course of many years of service. Our national and New York insurance practices have repeatedly been recognized as top-of-class by numerous organizations. For more information, visit www.evershedssutherland.com.


PDMA, Inc. c/o EXL Service
Jersey City, New Jersey 07302

Keith Guard,

With more than 20 years of experience, EXL LifePRO® offers policy administration solutions for fraternal benefit organizations. LifePRO® supports life, health and annuities on a single platform, and streamlines policy administration through features such as a flexible product rules engine, real-time customer service and extensive agent compensation support. EXL provides end-to-end servicing, including system integration, testing support, web development, and application management and hosting for more than 40 clients. The LifePRO Digital Suite includes a configurable electronic application and quote engine, underwriting rules engine, underwriter’s workbench, workflow, an analytics dashboard, and electronic document generation. The LifePRO environment offers comprehensive straight-through processing for all life, health and annuity products, supporting a digital strategy for any channel, including direct to consumer models.

Fifth Third Bank / Fifth Third Securities

600 Superior Avenue East
Cleveland, Ohio 44114-2614

James Foliano, Managing Director - Institutional Fixed-Income Sales, james.foliano@53.com

Fifth Third Bancorp (FITB) is a diversified financial services company that operates banking centers throughout the United States. The company's principal businesses includes retail banking, commercial banking, investment servicing processing (partial list). Services specific to the Fraternal Community include specific Fixed-Income Services and Trust/Custody Services. This includes specific fixed-income offerings that are provided in a principal capacity and priced at the actual market-value of the bond - there is no management fee for these services. Our Institutional Trust & Custody services offer a single point of contact for asset servicing and settlement needs, designed to maximize efficiency, reduce risk, and minimize costs.

First Consulting & Administration, Inc.

929 Walnut Street
Kansas City, Missouri 64106

Anita Dulmes, Consultant, anita.dulmes@firstconsulting.com

First Consulting & Administration, Inc. has earned its reputation as a problem-solver, assisting insurance entities in meeting their business goals efficiently. Since 1969, our practical and affordable approach to serving our clients has assisted the insurance industry in all lines and in all U.S. jurisdictions. These services include: •Product Development: drafting, filing, research and surveys; •Advertising: review, webinars, annual seminar and onsite seminars; •TPA licensing; •Corporate changes and UCAA Licensing; •Enterprise Risk Management and Corporate Governance; •Compliance Training Why Use Us? First Consulting prides itself on quality work and flexibility. Our consulting services are "Co-Sourced" to meet specific client needs. Contact First Consulting today to find out we can make life easier for your company; or visit www.firstconsulting.com to learn more.

Griffith, Ballard & Company

100 First Avenue N.E., Suite 117
Cedar Rapids, Iowa 52401

Bradley Simanek, Consulting Actuary, bsimanek@lifebase.com

Established in 1916, Griffith, Ballard & Company (GBC) is the oldest continuously run actuarial consulting firm in the United States, and has been ranked by A.M. Best as a top-tier life actuarial firm for the last several years. GBC is a full-service actuarial solutions provider, specializing in management consulting and financial reporting for life insurance companies and fraternal benefit societies. Our services include reserve valuation, product development, financial statement assembly, asset adequacy/cash flow testing, actuarial appraisals, and operating results reporting/forecasting. We also offer life and annuity sales and inforce illustration systems, as well as electronic application services. We are strategically positioned to meet the varied needs of the life insurance and annuity provider marketplace. Please visit our website, www.lifebase.com, for regularly published articles and updates on topics important to the fraternal industry, or contact us directly at sgriffith@lifebase.com or bsimanek@lifebase.com.


Seven Parkway Center
875 Greentree Road
Pittsburgh, Pennsylvania 15220

Leo Hannah, Partner, lhannah@h2rcpa.com

H2R CPA is a Certified Public Accounting and Business Advisory firm providing comprehensive tax, assurance and business consulting services to fraternal benefit societies for more than 25 years. Established in 1956, H2R CPA has a 60-year reputation for consistently delivering high-quality services and establishing trusted advisory relationships with our clients. In addition to audit and tax, H2R CPA provides assistance with: •Preparation of annual and quarterly statements •Implementation of new statutory accounting pronouncements •Mergers and acquisitions (including discussing the transactions with the related state departments of insurance) •Selection and implementation of accounting and policy management systems •Acting as an independent third party for elections and required membership voting With significant experience serving fraternal benefit societies, H2R CPA is well-positioned to meet and exceed your needs for a professional accounting firm partner. Our team possesses the technical knowledge, experience and integrity required to help you meet your reporting requirements and accomplish your financial objectives.

Heritage Life Insurance Company

227 W. Monroe St, Suite 3775
Chicago, Illinois 60606

Peter McPherson, Senior Vice President, peter.mcpherson@heritageli.com

Heritage Life Insurance Company provides life and annuity reinsurance solutions to small- and medium-sized organizations. Heritage offers a unique combination of financial stability, product expertise and organizational efficiency along with a streamlined operating model. This combination allows Heritage to competitively support direct writers to safely achieve their objectives, in both their operations and communities.

illustrate inc

8101 College Blvd
Overland Park, Kansas 66210

Eric Swanson, Vice President, Sales - US Markets, Eric.Swanson@illustrateinc.com

Founded in 1989, by our current Chairman Zahir Dhalla, our organization began its journey by building Universal Life illustration systems for a variety of carriers. Throughout the years, our development approach has evolved to include state-of-the-art engines, rules, and editors utilizing modern processes and technology to provide a base for our OPUS (One Point Unified System) line of solutions. Our core quoting and illustration system strengths and expertise, for new business and inforce, have been expanded to include related digital POS solutions covering eForms, eApps, Needs Analysis, Mobile, Case Management, User Portals and more. Privately owned for over 30 years, our organization continues to be 100% focused on the North American Life Insurance industry, and solidly committed to continuing to invest in our people and technology. As an organization, we at illustrate inc are extremely privileged and proud to have a highly skilled, experienced, innovative, and motivated team who are unabashedly committed to the success of our customers and organization. With core values that include integrity, collaboration, diversity, and a strong corporate culture, we’re committed to building long term customer and industry partnerships based on performance, trust, and accountability. To learn more, visit www.illustrateinc.com.


12329 Southport Pkwy
La Vista, Nebraska 68128

Bob Gevelinger, President, bgevelinger@insourcerxgives.com

inSOURCE Rx provides a free service in the form of a discount Rx card which is nationally recognized and accepted at over 65,000 pharmacies. This benefit saves members and consumers 50% to over 80% on prescription drugs. This is complementary to all insurance plans. inSOURCE Rx donates a portion of our revenue to charitable organizations. https://www.insourcerxgives.com/why.php


222 Valley Creek Boulevard
Exton, Pennsylvania 19341

Jessica Brown, AVP, Marketing, jessica.brown@ipipeline.com

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management. www.ipipeline.com

Kroll Bond Rating Agency (KBRA)

805 Third Avenue, 29th Floor
New York, New York 10022

Andrew Edelsberg, Managing Director, Insurance, aedelsberg@kbra.com

KBRA was established in 2010 in an effort to restore trust in credit ratings by creating new standards for assessing risk and by offering accurate and transparent ratings. KBRA is a full service rating agency whose mission is to set a standard of excellence and integrity. KBRA provides the market an alternative solution by delivering timely and in-depth research across various sectors: structured finance, public finance, banking, insurance, corporates and financial guarantors. Starting in 2016, KBRA has been providing insurance financial strength ratings as well as long-term ratings on insurance holding companies. The lead analysts for KBRA’s insurance ratings team have over 50 years of combined industry experience, including 30 years of rating agency experience.

Lewis & Ellis

11225 College Blvd
Overland Park, Kansas 66210

Stephanie Crownhart, Vice President, scrownhart@lewisellis.com

At Lewis & Ellis, we understand you are a unique client who demands effective solutions tailored to your particular needs. Our client-oriented approach has a track record of success stretching back decades. We combine industry experience, creative expertise and technical sophistication to fully analyze your needs and strengthen your bottom line. Operating with strict adherence to ethical and professional standards, we provide timely and innovative answers that are appropriate for you. L&E is a nationwide industry leader for insurance companies, fraternal benefit societies and regulatory bodies specializing in a full range of actuarial consulting services including product development, compliance support, financial reporting and valuation.

LIDP Consulting Services

101 W. Venice Avenue, Suite 22
Venice, Florida 34293

Kimberly Duke, Chief Marketing Officer & Director of Sales, kimberly.duke@lidp.com

LIDP provides award-winning, innovative solutions to the life and annuity industry. Our policy administration system, Titanium, is built entirely on the JEE platform and provides the stability, portability, and scalability necessary to power any life insurance enterprise. Designed to work with your existing hardware, software, and databases, Titanium is truly unique. A complete solution from illustrations through contract maturity, billing, agent compensation & licensing claims, and underwriting and issue. Titanium provides for STP and is completely SOA enabled. Titanium processes all life, health, annuity products, including: fixed, variable, equity, indexed, traditional, non-traditional, individual, and worksite. LIDP has been in business for over 35 years and is backed by industry experts who collectively have over 600 years of experience on our systems. LIDP is has a 100% success rate in implementation and conversion projects. Our solution is available in the cloud or onsite.

Life Line Screening

6150 Oak Tree Boulevard, Ste. 200
Independence, Ohio 44131

Kenneth Lock, Vice President, ken.lock@llsa.com

Life Line Screening provides community-based preventive health screenings for stroke and vascular disease. We use advanced ultrasound equipment, the same as the equipment found in hospitals, and our screenings are performed by highly trained healthcare professionals. Members of the American Fraternal Alliance will be able to offer their membership these potentially life saving screenings at a rate not available to the general public.

Macquarie Asset Management

100 Independence
610 Market St
Philadelphia, Pennsylvania 19106-2354

Marc Mercurio, Senior Relationship Manager – Insurance Solutions, marc.mercurio@macquarie.com

Macquarie is a diversified global financial services firm with over 15,000 employees in 31 markets. Macquarie is the world’s largest manager of infrastructure assets, a top 50 global asset manager, and a top 10 global insurance asset manager with decades of experience working with insurance companies to solve complex issues. By combining deep, specialized asset management capabilities across public and private markets with dedicated insurance resources, Macquarie has a unique ability to design, develop, and implement custom solutions for insurers.


50 Braintree Hill Park, Suite 400
Braintree, Massachusetts 02184-8734

Georgetta Bolleter, Account Executive, gbolleter@mib.com

MIB provides fraud detection information for individually underwritten life, disability income, long-term care, Medicare supplement, and critical illness insurance. MIB member companies rely on its Checking Service for fast, secure aggregation and exchange of data to combat applicant fraud, improve underwriting effectiveness and increase product line profitability, while ensuring fair pricing for all applicants.

Miller & Newberg, Inc.

8717 West 110th Street, Suite 530
Overland Park, Kansas 66210

Lori Newberg, Executive Vice President, lori.newberg@miller-newberg.com

Miller-Newberg provides actuarial consulting services to insurance organizations including many fraternal benefit societies. Our work with fraternal benefit societies began in 1994, the day Miller-Newberg opened its doors. Miller-Newberg is a full-service actuarial firm, ready to help you with your risk management. We excel in each of the three distinct roles: the valuation actuary, financial actuary, and marketing actuary. As consultants, our focus is to advocate your interests while adhering to professional codes and standards of practice. We do so by first understanding the goals of your organization, and ultimately, by working closely with your management team to achieve those goals. We have command of what we do and are committed to serving you. Primary contacts include: Eric.Newberg@Miller-Newberg.com and Lori.Newberg@Miller-Newberg.com.

New England Asset Management (NEAM)

74 Batterson Park Road
Farmington, Connecticut 06032

Danny Prince, Marketing Specialist , danny.prince@neamgroup.com

The mission of New England Asset Management (NEAM) is to be integral to the success of our insurance industry clients by providing investment management solutions through a team of skilled professionals dedicated to delivering exceptional client service. Our insurance investment management solutions include asset management, enterprise risk and capital management, capital and risk analytics, and investment accounting and reporting services.

Optimum Re Insurance Company

1284 Meridian Drive
Forney, Texas 75126

Terrence Weiser, Assistant Vice President, Business Development, terrence.weiser@optimumre.com

Optimum Re Insurance Company (ORIC) has been building successful partnerships since 1987. We have maintained steady growth and profitability, earning a solid reputation as a reinsurer that provides efficient and professional client service. Client Focus is a core value at ORIC and is affirmed by our clients consistently ranking us as one of the best reinsurers in industry surveys. ORIC has served the Fraternal market for many years, laying the foundation for our successful partnerships. ORIC looks forward to future development opportunities with our Fraternal partners for years to come. ORIC offers comprehensive reinsurance solutions, competitive pricing, full underwriting services, research & development and an individual record administration system which enhances its risk management services for Life, Critical Illness and supplementary products. We are a leader in the Critical Illness and Final Expense market through our experience and expertise in risk management and claims adjudication. We continue to successfully expand our presence in the market through organic growth, block acquisitions, and personalized solutions tailored to increase our growth for our clients. ORIC has a rating of A- excellent by AM Best.

Parkway Advisors L.P.

6550 Directors Parkway
Abilene, Texas 79606

Theron Holladay, President & CEO, theron.holladay@parkwayadvisors.com

With a consultative focus and over 100 insurance services Parkway works as an extension of your team. Our focus is on service to your fraternal organization and the members you serve. Investment Management Services: Net Investment Income, Surplus Volatility, RBC, ALM, Diversification Insurance Consulting Services: ERM, AM Best, Peer Analysis, Board Education, Portfolio Review Investment Statutory Reporting: Schedule D, IMR/AVR, Investment G/L entries, What/If scenarios

PNC Bank, NA

1 North Franklin, Suite 750
Chicago, Illinois 60606

Kelly Fuller, Relationship Manager, kelly.fuller@pnc.com

For more than 160 years, PNC Bank, NA, has been committed to providing clients with exceptional service and financial expertise. We are proud of our longstanding history of supporting not only our customers, but also our communities, employees and shareholders. No matter how simple or complicated your needs, we have the products, knowledge and resources necessary to help you achieve financial success. PNC's Financial Institutions Group ("FIG") has a dedicated insurance coverage team that is focused on helping our clients enhance investment portfolio performance, expand commercial product offerings, manage operating costs and strengthen liquidity positions.

Praeses, LLC

330 Marshall Street
Shreveport, Louisiana 71101

Hunter Kowalewski, Vice President - Business Development, hunter.stone@praeses.com

Praeses develops customized software solutions and analytics-backed services to solve workplace challenges for insurance carriers, fraternal organizations, industry, and government agencies. We provide innovative thinking and an unwavering commitment to customer service. Our Business Technologies team solves workflow challenges through software and mobile application development. Praeses has lead Life Insurance Carriers and Fraternal Organizations through digital transformations for over a decade. In response to the consistent challenges we observed in the industry, Praeses developed the RESPOND Platform. RESPOND is a modular SaaS system to digitize quoiting & illustrating, e-applications, premium collection & KPI reporting.

QLAdmin Solutions

3420 Executive Center Drive, Ste #205
Austin, Texas 78731

Kat Correa, CMO, kcorrea@qladmin.com

Complete policy administration processing for traditional and interest sensitive life, health, and annuity products, including preneed and final expense, supplemental products, and Medicare Supplement claims auto-adjudication. Serving the entire policy lifecycle, QLAdmin includes key features of agent and policyholder web portals, document and contract management, accounting integration, and full valuation. Third party integrations enable front end sales and quoting tools. Serving 50 clients in the United States, Canada, Central America, and the Caribbean. QLAdmin is a proven and reliable solution with 100% US-based development and technical support.


1299 Farnam Street, Suite 530
Omaha, Nebraska 68102

Kelly McCarville, Manager, Marketing, kelly.mccarville@rsmus.com

Insurance leaders face a challenging climate as they seek to balance increased demands, digital transformation and the need to sustain growth. RSM industry specialists understand the complexities insurance companies are facing. We're the fifth largest accounting, tax and business consulting firm in the nation, with 87 offices and more than 12,000 employees. We’re focused on serving fraternal insurance companies nationwide. Our team of knowledgeable insurance industry professionals can help you with your accounting, tax and business consulting needs.


395 West Passaic Street, Suite 490
Rochelle Park, New Jersey 07662

Kasia Jarochowska, Marketing Communications, kasia.jarochowska@sapiens.com

Sapiens International Corporation empowers insurers to succeed. The company offers digital software platforms, solutions and services for the P&C, life, pension and annuity, reinsurance, financial and compliance, workers’ compensation and financial markets. With more than 35 years of delivering to over 400 organizations globally, Sapiens satisfies customers’ core, data and digital requirements. Our portfolio includes policy administration, billing and claims; underwriting, illustration and electronic application; reinsurance; and decision management software. Sapiens’ digital suite features customer and agent portals, and an advanced analytics solution. Sapiens’ team of over 2,500 operates in North America, the United Kingdom, EMEA and APAC. For more information, visit www.sapiens.com or call Kasia Jarochowska at (201) 820-3500.


5801 SW 6th Avenue
Topeka, Kansas 66636

Jackie Claassen, Business Development, jackie.claassen@se2.com

se2 offers a full range of end-to-end business processing solutions, hosted technology solutions and consulting services tailored for life and annuity insurance companies. se2 offers state-of-the-art insurance technology to modernize your administration tools, optimize your administration environment, lower your operating costs, and reduce overall risk. These benefits allow fraternals to use their capital to serve and grow their membership. For the first 60 of our nearly 120 years we operated as a fraternal, The Knights and Ladies of Security. Our award-winning state-of-the-art technology was developed for and is currently run by insurance professionals for open blocks, closed blocks and new products. For more information, please visit www.se2.com.


1200 Valley West Drive
West Des Moines, Iowa 50266

David Dvorak, Chief Client Advocate, david.dvorak@seprio.com

For 18 years, Seprio has worked with businesses to protect their priorities by contracting better. Most companies rely on dozens, or even hundreds, of vendors. Protecting your business priorities when negotiating and working with those vendors is difficult. You’re busy running your business; and evaluating vendors, negotiating contracts, and saving money in those vendor relationships takes time and requires a very specific skillset. You can reduce your contract risk and ensure you’re getting the very best prices with Seprio. Several of Seprio’s Clients (including a Fraternal Organization) save millions of dollars per year. Are you next?

Steimla & Associates, Inc.

2867 Gypsum Circle
Naperville, Illinois 60564

Joseph Steimla, Consulting Actuary, steimla@comcast.net

Steimla & Associates, Inc., has been providing actuarial services since 1983. The firm was founded for the purpose of providing actuarial and consulting services to fraternal benefit societies doing business in the United States and Canada. In addition to actuarial services, we also focus on advising management in a progressive range of significant business decisions. Our primary goal is to establish a good working relationship with everyone involved and to foster good communication. Over the years, we have found that good communication helps us to know the client's need and concerns. Our ultimate goal is to increase our client’s self-sufficiency and promote growth. Mr. Steimla, in addition to actuarial consulting, previously served on the President’s Private Sector Survey on Cost Control for the Federal Government commissioned by President Ronald Reagan.

Stinson Leonard Street LLP

150 South Fifth Street, Suite 2300
Minneapolis, Minnesota 55402

Peter Thrane, Attorney Shareholder, pete.thrane@stinson.com

One of the 100 largest law firms in the U.S., Stinson Leonard Street has nearly 500 attorneys and offices in 14 cities. Attorneys in our Insurance practice have spent their careers solving the legal and regulatory dimensions of insurers’ and fraternals’ business problems. Many of our attorneys have previous experience in regulatory agencies and the insurance industry, managing legal matters unique to insurance businesses. This perspective enables us to efficiently and effectively handle the broad range of legal challenges faced by insurers and fraternals. We are routinely involved in insurance company formations; all manners of insurance transactions and dissolutions; alternative risk transfer arrangements; coverage matters; regulatory applications; distribution; and administration arrangements and advocacy before regulators, the courts and arbitration panels. For more information, please visit www.stinsonleonard.com or call Pete Thrane at 612-335-1779 or contact him via email at pete.thrane@stinsonleonard.com.

Strohm Ballweg, LLP

999 Fourier Drive, Suite 101
Madison, Wisconsin 53717

Gary Strohm, Partner, gstrohm@strohmballweg.com

Strohm Ballweg is a niche certified public accounting and consulting firm serving only insurance entities, including seven fraternal life insurance societies. Currently Strohm Ballweg is ranked on A.M. Best's list of top audit firms serving the insurance industry. We provide traditional services such as audits, review, compilations and tax compliance, but we also provide consulting services for insurers through our SB Solutions offerings such as investment accounting, regulatory filing assistance, litigation support and staff co-sourcing. In addition to providing specific services to the insurance industry, we have conducted seminars and designed training programs tailored to the needs of insurance personnel and boards of directors. Our staff keeps abreast of current insurance issues through active support and membership in the American Fraternal Alliance, the Insurance Accounting and Systems Association, and the Wisconsin Insurance Accountants' Conference. We also attend meetings of the National Association of Insurance Commissioners and actively participate in meetings of the American Fraternal Alliance.

Swiss Re America Holding Corporation

1670 Magnavox Way
Fort Wayne, Indiana 46804

Michelle Grusenmeyer, Vice President & Senior Client Manager, michelle_grusenmeyer@swissre.com

The Swiss Re Group is a leading wholesale provider of reinsurance, insurance and other insurance-related forms of risk transfer. Swiss Re has operations across the globe allowing us to meet our clients' diverse needs with service in their key markets. We provide our regional clients with local expertise and a client-centric approach to meet their unique needs. Together, we apply fresh perspectives, knowledge and capital to anticipate and manage risk. We create smarter solutions for our clients, helping the world rebuild, renew and move forward. We are known for our industry-leading underwriting manual Life Guide and top underwriting engine Magnum.

Tapp Solutions

2870 Peachtree RD NW
Atlanta, Georgia 30305

Michael Potter, CEO, michael.potter@tappsolutions.com

We provide custom software and Apps for life insurance carriers. Our products and services include Mobile Quoting App, Full E-App, Illustration and inspection App. We use latest technology to create world class software that increases sales, reduces underwriting overhead and at affordable prices.

Trilogy Actuarial Solutions

8127 Mesa Dr, Ste B206, PMB 77
Austin, Texas 78759

Douglas Brown, Founding Partner, douglas.brown@trilogyactuarial.com

Consulting services ranging from individual projects to long-term partnerships. We are a trio of actuaries with a combined 45 years of experience providing exceptional service to fraternal benefit societies. We can support your existing actuarial staff or serve as your entire in-house actuarial department. We understand the value of a dedicated in-house team and we will endeavor to replicate this experience for you. Our goal is to seamlessly integrate into your organization and culture. If it is important to you, it is important to us. Let us help you build the future that you desire. Learn more at www.trilogyactuarial.com

Wellington Management Company LLP

280 Congress Street
Boston, Massachusetts 02210

Andrew Paone, Insurance Relationship Manager, apaone@wellington.com

An independent private partnership, founded in 1928, whose sole business is investment management for institutional clients. The firm’s investment expertise spans the global equity, fixed income, currency, and alternatives markets. Wellington Management has $104 billion of assets under management for insurance general account clients. The firm’s insurance group of 43 professionals works with 134 insurance company clients. With a long history of working with fraternal benefit societies, we currently manage over $3.4 billion in assets on behalf of 7 fraternals through our Fraternal Investment Program. Insurance client assets are invested using 63 of the firm’s various investment approaches involving all major asset classes. We develop customized investment solutions in response to client requests and market opportunities.