Your monthly Advocacy Plus newsletter provided by American Fraternal Alliance.


AFA Advocacy Plus Newsletter

Advocacy Activities – June 2020

The Alliance’s Advocacy & Policy Committee met by phone on May 21 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. The group discussed two states that will be reviewing all tax preferences in 2021 – Washington and Hawaii – which years before had presented challenges for fraternals. 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. At the June 4 Board Meeting, members will work out a proactive strategy to communicate the value of the fraternal tax exemption in these two states and others that will undoubtedly be looking for revenue sources due to budget shortfalls caused by the virus.

Raising awareness of fraternal Congressional Resolutions H CON RES 27 and S CON RES 9. 84 House Co-Sponsors Signed | 28 Senate Co-Sponsors Signed

Alliance Education & Meetings

2020 Alliance Meeting Schedule

Encore Educate + Celebrate

ENCORE (2020 Educate + Celebrate), December 14-16, 2020

The Westin Indianapolis, Indianapolis IN


The Alliance has rescheduled and combined the Spring Symposium and the Executive Summit for mid-December.  Mark your calendars to regroup, reconnect, and to share triumphs and contributions after a difficult year.  Taking a positive outlook that our different crises are mostly behind us, the Alliance offers fraternal leaders and their staff members the chance to network, share, and to address topics of mutual interest.  CEOs and their top executives will have their own “invite-only” track at the beginning of the meeting to address high-level matters, and the balance of the content at ENCORE will appeal to a wide variety of attendees and will include “main stage” sessions.  Speakers include:

Speaker Augustine Faucher

Augustine Faucher
Chief Economist, The PNC Financial Services Group

Speaker Tamara Edwards

Tamara Edwards
Principal of Tamara Edwards & Co., Tamara Edwards & Co.

Speaker Randa Zalman

Randa Zalman
Assistant Professor at Bellevue University and CEO of Insurance Marketing Institute

Speaker Terry Martin

Terry Martin
Director, Insurance Research, Conning

Schedule and registration details coming soon.


June 10: 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. Read More

Webinar Replays Available:

Virtual Roundtables

July 7:  What's New with Drew - Notes from Our DC Lobbyist

11:15 – 11:45 AM CST

Join Alliance COO and moderator Allison Koppel and our retained lobbyist Drew Goesl from Capitol Counsel for an update on the latest news coming out of DC. Drew’s vast network and past experience as a Hill staffer gives him a unique perspective on how the branches of government are addressing critical issues.  Grab your lunch and listen in and have your questions ready! Read More

Partnership with LIC – Fraternal Discount for Upcoming Events

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.

Society Updates

Western Fraternal Life Association and National Mutual Benefit to Consolidate

Fraternal life insurance companies National Mutual Benefit (NMB) and Western Fraternal Life Association (WFLA) announce the approval of the consolidation of their organizations. The Board of Directors from both NMB and WFLA approved the consolidation of the two companies in January 2020. WFLA delegates approved the consolidation in votes cast in May. Read More

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.

A Letter to the Workforce from Thrivent’s CEO

Life and Health Community Grieves for George Floyd: Groups and carriers say that they have to help make change happen. Read More

Fraternal members serving their community.

Associate Members

Wellington Management Launches New Blog #WellSaid

The Wellington Blog, A diverse marketplace of ideas, where our investment professionals share and challenge each other’s views.  They decide independently how to draw on those ideas to sharpen their investment decisions, unconstrained by any single “house view”. Read More

Equisoft Continues New Accelerate Webinar Series

Equisoft is pleased to invite you to their new Accelerate Series, featuring interactive webinars with top life insurance industry leaders. Read More

KRBA’s Covid-19 Coverage: Will the Virus Leave a Lasting Social Impact?

KBRA examines the short-term social effects of global stay-at-home and lockdown orders in addition to the potential future social ramifications, as countries move to reopen their economies during the coronavirus (COVID-19) pandemic. Read More

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

Consumers Benefit from Regulation BI

The bar on consumer protections is raised in important ways by the Securities and Exchange Commission’s (SEC) Regulation Best Interest (Reg BI), which goes into effect at the end of this month. Read More

COVID Resources

Alliance COVID Resource Page

Review this page often for updates. Read More

CalSurance E&O/Loss Prevention Newsletter

CalSurance provides a closer look at standardize procedures of Insurance Agent. Read More

Fraternal members serving their community.

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. Please note the Due Date is June 26!

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 July Advocacy Plus newsletter.

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American Fraternal Alliance
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