Your monthly Advocacy Plus newsletter provided by American Fraternal Alliance.


AFA Advocacy Plus Newsletter

Advocacy Activities – May 2020

The Alliance’s Advocacy & Policy Committee met by phone on April 16 to discuss a variety of topics. Most of the discussion was COVID-related and how the crisis is currently impacting fraternals and the potential impact on the sector in the future. Drew Goesl from the Alliance’s federal lobbying firm Capitol Counsel provided an update on legislative activity in DC and how the Alliance and members can remain connected with legislators when meetings and events are being conducted virtually for now. The Alliance and its lobbying firm will be unveiling a plan soon to help societies invite members of Congress to impactful fraternal events later in the year when social distancing rules are hopefully relaxed.

78 House Co-Sponsors Signed | 28 Senate Co-Sponsors Signed

Alliance Education & Meetings

Virtual Roundtables

May 12: Fraternal Re-Entry after Social Distancing: Operational, Social Media and Other Strategies

11:15 AM – 12:15 PM CST

In this session, attendees will discuss: staffing the home office location and remote environments - the plan for desks, cubes, conference rooms, kitchens, etc.; safety precautions; managing productivity and increasing morale; social media messaging; planning events and more.

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May 14 – Monthly Compliance Update & Discussion

11:15 – 11:45 AM CST

Did you know the Alliance has retained compliance expert First Consulting to create helpful charts that are regularly posted to the website? On this webinar, we will show you where these charts are located, how to access them, and how to find the state compliance information you need. Plus, we will answer questions, discuss compliance challenges, and determine other ways the Alliance/First Compliance team can be of service.

Click here to register

Webinar Replays Available:

2020 Alliance Meeting Schedule

Spring Symposium, May 26-28, 2020 – Postponed.

The May Symposium postcard was printed and sent many weeks ago prior to the COVID crisis. Some members have received this postcard recently; please disregard as the event has been postponed to December. More details to be sent soon.

Executive Summit & Annual Business Meeting, September 14-16, 2020 – Postponed.

Joint Event Planned: The Alliance staff is working with contracted hotels to combine the Symposium with the Executive Summit & Annual Business Meeting in December in Indianapolis. Details will be announced soon.

Lunch & Learns – Rescheduled

These regional meetings will be planned around the above combined event where possible to keep members connected.

Partnership with LIC – Alliance to Cover Fees for Accounting Meeting on May 13 and Others

The LIC hosts a number of events (now virtual for the time being) that cover topics the Alliance does not routinely address.  Through a new partnership, the Alliance is happy to announce it will subsidize the registration fees for fraternal executives who wish to participate in these excellent events that are known to foster valuable interaction. Membership in LIC is not required.  Click here for the LIC line-up of events and email to obtain complimentary registration.

LIC Financial & Tax Accounting Virtual Committee Meeting on May 13

Society Updates

Fraternals Respond: COVID Aid by Alliance Members Making a Significant Impact

Alliance members are fulfilling their missions through swift and substantial actions since the start of the COVID-10 crisis.  Read here how our societies are helping members and communities through a wide variety of programs.  Let’s keep adding to this list!  Email with details on how your fraternal is making a difference.

Foresters Financial

Foresters Financial: In San Antonio, Foresters bought 350 lunches to feed staff at the VA hospital for a week! The outreach was organized through Erik Zielinski at Fisher House Foundation a facility that cares for veterans.

Associate Members

Equisoft Launches New Accelerate Webinar Series—Including the Future of Fraternals

Equisoft is pleased to invite you to their new Accelerate Series, featuring nine interactive webinars with top life insurance industry leaders, including an exclusive session for Fraternals. In this fireside chat, Roger Soppe from Equisoft and Scott Schuetz of GCU will explore why disaster recovery, physical distancing, and legacy system challenges make executing the Fraternal charter difficult—as well as strategies for overcoming those obstacles and thriving in the new normal.

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askFinancial Wellness Resource Page for Fraternals

The following is a brief overview with links to the most reliable sites for financial relief measures developed in response to the COVID-19 pandemic.

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Conning: Insurance Insights – COVID-19 Effect on the Life-Annuity Sector

Conning’s Insurance Research team has completed a comprehensive analysis of the pandemic’s impact on the life/annuity industry, as well as the property/casualty and health insurance industries.  An overview of the entire industry finding is available.

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Wellington “Insights” Resource Features COVID-Fallout Perspective

We’ve collected insights and unfinished ideas on the impact of the coronavirus from members of our macro, multi-asset, fixed income, equity, and commodities teams.

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KRBA Offers Webinars on COVID-19 Topics and more.

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KBRA: Quarterly (Re)Insurance Insights: COVID-19 Challenges and Rating Implications

Key themes discussed for the life insurance subsector include the interest rate environment; the economy and related implications for ratings migration and increased defaults; the equity markets; capital and liquidity; new business growth; M&A; and mortality.

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Macquarie Asset Management

Macquarie Asset Management invites you to listen to group discussion of their latest market perspectives on global energy markets and recent volatility.

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Member Services

Compliance Information

Compliance Updates by State from First Consulting

Check out this latest chart from First Consulting on COVID-19 updates and much more.

Read More

COVID Resources

Alliance COVID Resource Page

Review this page often for updates.

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Alliance Federal Lobbying Firm, Capitol Counsel, Provides CARES Act Update.

Read More

Task Force Guides Employee Safety as U.S. Ponders Reopening

The National Safety Council has announced a multifaceted effort to help employers create safe workplaces in a post-coronavirus world.

Read More

Woman's Life Chapter 855

Woman's Life Chapter 855 Memphis, MI has turned their sewing skills into a way to support those on the front lines during this time of need!

Local Lodge Data and COVID Relief

The Alliance is currently collecting members’ Local Lodge data. This important information is used to inform legislators, regulators and other important audiences about the vast contributions fraternals provide to their communities. Thanks to Ladies Pennsylvania Slovak Catholic Union for being the first to submit! We are also asking societies to keep track of any COVID-19 Aid that your organization is providing to members and communities in 2020. This cumulative data will be used for advocacy purposes to demonstrate the significant impact of fraternals during times of crisis. Please email with any COVID-related relief stories we can feature in the June Advocacy Plus newsletter.

Thanks to Our Spring Symposium Sponsors

Connect NOW Sponsor:

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Education Sponsors:

BKD CPAs & Advisors Logo MacQuarie Logo
Optimum Life Reinsurance Logo Securian Asset Management Logo

American Fraternal Alliance
PO Box 68700, Indianapolis, IN 46268-0700 | 20 F Street NW, Suite 510, Washington, DC 20001

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