Your monthly Advocacy Plus newsletter provided by American Fraternal Alliance.


AFA Advocacy Plus Newsletter

Alliance Board Announces New CEO

On behalf of the Board of Directors, I am thrilled to announce that Allison H. Koppel, CAE, is the new CEO of the American Fraternal Alliance effective October 1, 2020. After completing a rigorous search process led by task force chair and Board member Bill O’Toole, CEO of Catholic Financial Life, the Board unanimously agreed that Koppel is the best person suited to lead the Alliance into its next state of innovation and growth.
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Allison Koppel

Allison Koppel,
Alliance CEO

Advocacy Activities – October 2020

Drew Goesl from the Alliance’s federal lobbying firm Capitol Counsel is formulating a strategy for the remainder of 2020 and for 2021 when there will be a fresh crop of members of Congress to educate on the fraternal model. This will include virtual meetings and new ways to communicate with lawmakers. Thanks to Drew for inviting Brad Howard, Chief of Staff to U.S. Rep. Stephanie Murphy (D-FL 7th District) who gave members a fascinating electoral overview during our “What’s New with Drew” web series. (Rep. Murphy is a co-sponsor of the House Congressional Fraternal Resolution and sits on the Ways and Means Committee.)

Drew Goesl

And, for the webinar on October 21 at 11:15 am Central, Drew has invited Stacy McBride, Chief of Staff to Senator Roy Blunt (R-MO) to comment on the election which will be only days away at that time. Registration opens soon. Thanks, Drew, for sharing your connections with Alliance members for an up-close glimpse of DC at this notable time.

Raising awareness of fraternal Congressional Resolutions H CON RES 27 and S CON RES 9. 103 House Co-Sponsors Signed | 28 Senate Co-Sponsors Signed

Alliance Virtual Education Opportunities

December 15-16: ENCORE

The Alliance is making big plans to gather our fraternal executives, associate members, and sponsors together this December 15-16 virtually and in a unique way through our ENCORE event. ENCORE will provide all members and industry friends with exciting Alliance news, voting by delegates, fraternal-specific education, and a way to celebrate what motivates all of us – the chance to make a difference in our communities and our members’ lives.

The complimentary, two-day event will come to a networking crescendo for our fraternal leaders as they connect with each other and with sponsors through an astonishing new platform called Remo.

Registration opens soon!


Partnership with LIC – Complimentary Registration for Fraternal Executives at Upcoming Virtual Events

Through a new partnership, the Alliance is happy to announce it will subsidize the registration fees for our fraternal leaders who wish to participate in the Life Insurance Council’s virtual events that are known to foster valuable interaction. Membership in LIC is not required. Click here for details on the LIC line-up of events and complementary links.

Events include:

LIC Fall Operations Committee Meeting – Virtual Meeting Co-Sponsored by the Alliance
Wednesday, October 7, 2020

LIC Fall Technology & Project Management Committee Meeting – Virtual Meeting Co-Sponsored by the Alliance
Wednesday, October 14, 2020

LIC Pre Need Forum – Virtual Meeting Co-Sponsored by the Alliance
The Future of Preneed
Wednesday, November 18, 2020 – Thursday, November 19, 2020

Fraternal Benefit Society Member News

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-19 crisis. Read here how our societies are helping members and communities through a wide variety of programs. Email with details on how your fraternal is making a difference.


Associate Members

Strohm Ballweg Newsletter Update

SB Insurance Insights is an E-Newsletter provided by Strohm Ballweg, LLP. Our goal in creating this newsletter is to provide timely, relevant, and useful information. Read More

KBRA Research: DOL’s Proposed Rule Sets Limits to ESG Investing Under ERISA

KBRA has released a report on the Department of Labor’s (DOL) issuance of a notice of proposed rulemaking on the scope of fiduciary duties, with implications for integrating environmental, social, and governance (ESG) factors in investment activities. Read More

Celent and Equisoft Research: Rallying Stakeholders Around Back-Office Modernization – In Light of A Challenging ROI

The need to replace legacy systems and implement a modern policy administration system is well understood by fraternal organizations relying on aging legacy systems. But making the investment case that will convince stakeholders is challenging because most companies can’t show a positive ROI on tangible metrics alone. That’s why Equisoft wanted to understand what executives at life insurers who had successfully initiated modernization projects had done to win approval. Check out the full research report and find out what risks and intangibles enabled participants to rally their stakeholders behind PAS modernization.
Download the Report


First Consulting Compliance Updates by State

Check out this latest information from First Consulting on their Legislative Monitoring Tracking Chart (login required). Once logged in, scroll to the state of interest to find out more about the following issues. Read More

The Alliance would like to bring your attention to:

LA Emergency Rule 45
Emergency Rule 45 is issued to address the devastation caused by Hurricane Laura and its aftermath. All policyholders insured on August 27, 2020 residing in 1 of 16 parishes in the disaster zone are entitled to not have their insurance (including life and annuities) cancelled for non-payment of premium until October 24, 2020. Read More

California Insurance Department Publications: Notice dated August 26, 2020
Addressed to all All Admitted and Non-Admitted Property and Casualty Insurance Companies and Other Interested Parties. The Notice relates to the expedited claims handling and billing grace period procedures for California policyholders due to Wildfires. Read More

Oregon Insurance Department Publications: Emergency Order of September 18, 2020
Requires insurers to immediately take the following actions regarding insureds in the areas affected. Read More

Oregon Insurance Department Publications: Bulletin 2020-16
This Bulletin provides the list of all the affected areas subject to the Wildfire Emergency Order by Zip Code. Read More

Fraternal Members volunteering.

Industry News

The NAIC’s 2020 Annual Statement Instructions (ASI) and Annual Statement Blanks (ASB)

Will be available electronically via the VitalSource Bookshelf product. The ASIs and ASBs are being finalized and should be available for purchase shortly. Members may monitor the release of those publications by visiting the NAIC Products webpage and search using the alpha listing or contact publication representatives at Also, there will be a special one-time shipping event to ship hard copies of the ASIs and ASBs to customers who have ordered in the past and is scheduled to take place sometime in October. All existing customers of these products will receive an email within the next couple of weeks detailing how to take part. Thanks to Thrivent’s Tip Tipton for providing this “tip”!

DOL Rule Threatens Independent Insurance Agents, Advocates Say

The viability of independent insurance-only agents and their distributors is threatened by the proposed Department of Labor investment advice rule, industry advocates say. Read More

Thanks to Our Event Sponsors

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American Fraternal Alliance
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