Your monthly Advocacy Plus newsletter provided by American Fraternal Alliance.


AFA Advocacy Plus Newsletter

Advocacy Activities – April 2021

Washington State
Every ten years the Joint Legislative Audit & Review Committee (JLARC) reviews tax exemptions in the state of Washington. This year a fraternal exemption was up for review, and the dedicated members of the Alliance’s Advocacy and Policy Committee and STEP-UP Task Force were prepared for any necessary challenges or activations.

As the legislative session winds down in Washington, we have heard nothing but positive things about the fraternal exemption being classified as “essential” with no further review. We will share a final update on this issue in the May edition of Advocacy Plus.

Solvency Legislation
With state legislatures in a more secure place than last year, the Alliance is moving ahead with introducing fraternal solvency bills in Michigan and Ohio. We’re excited to have two great lobbying teams in place that are beginning work this month. With both Ohio and Michigan legislatures meeting year-round, we’ll move forward strategically and keep you updated on legislative progress.

The Fraternal Pinboard has just been updated with new stories of service by fraternals across the country. Showcasing fraternal movement highlights in one place, the Fraternal Pinboard is the perfect place to find inspiration.

Fraternal Fastpitch | May 6, 2021 1-3:00pm CT | Click to register

Alliance Virtual Education Opportunities

All events are complimentary for Alliance members.
Nonmember fees are $100 per person.

Recent 7702 and Nonforfeiture Changes: What Fraternal Benefit Societies Can and Must Do

April 28, 2021 | 11:00 a.m. - Noon Central

Join Chris Conklin from Miller Newberg and Sean Cox from First Consulting as they help you to become an expert on these recent changes.

Fraternal Fastpitch logo

Find a Winning Partner to Help Your Society Succeed!

Fraternal Fastpitch is an open-house event designed for all Alliance Associate Members to “show & tell” their products and services to fraternal executives using unique roundtable technology. You can also catch up with your peers at this complimentary networking event.

Fastpitch video

Alliance CEO Allison Koppel Provides Fastpitch Tips

Fraternal executives go table-to-table at their own pace to get acquainted with our roster of vendors that offer products and services of interest. Attendees can tailor their visits to specific company tables or stay for the entire event. Special “Dugout” presentations will also take place, providing an additional opportunity to hear from sponsors. And don’t miss the many fabulous raffle prizes! Check this list of hosts and prizes and register today.

Members helping their communties.

New Member Benefit: Compliance Partnership

The Alliance has partnered with First Consulting to bring compliance expertise to fraternal executives as a 2021 membership benefit. Throughout the year, attendees will receive training to immediately improve their compliance practices and gain a better understanding of areas for improvement within their own compliance programs. This event is complimentary for Alliance members. Non-member fees are $100 per person.

Compliance Webinar #1 of 5: Advertising Review

April 21, 2021 | 1:00 – 2:15 p.m. Central

An industry expert with 30+ years of compliance experience will lead this webinar to discuss the most pertinent and practical compliance matters related to life and annuity advertising.

Compliance Webinar #2 of 5: Claims Payment Best Practices

August 25, 2021 | 1:00 – 1:45 p.m. Central

This webinar reviews the state timelines within which to acknowledge a claim and the initial communication requirements a carrier must give to the claimant.

Governance Series Continues with The Board Builders

Once you are speaking the same governance language, you’ll be able to have a greater impact. During these complimentary sessions we will play several short videos. Between each video we will engage in robust discussion about how fraternals can apply these concepts.

Building a Better Board Orientation – Module #2 of 3 with The Board Builders

June 8, 2021 | 10:00 - 11:30 a.m. Central

This comprehensive course will help your society prepare board members for service. Topics will help your society effectively onboard new (and existing!) board members to improve board performance.

  • How to confidently prepare board members for service

  • Clarifying the board’s role to avoid board dysfunction, confusion, and waning commitment

  • Ways to spend more on time what’s important to your organization

Planning for Board Response to a Crisis – Module #3 of 3 with The Board Builders

December 7, 2021 | 10:00 - 11:30 a.m. Central

Did your society host a fraternal event that was mistakenly labeled a super spreader event? Did your President depart your fraternal suddenly? Did your admin platform get hacked? Times of crisis are never fun, but with this course, your board can be prepared as leaders to make sure your organization comes out stronger than ever.

LIC Events

Through LIC’s yearly series of meetings and events, participants can keep up to date on the latest developments, network with other industry leaders, and engage in discussions about industry challenges and strategic solutions.

The Alliance continue to offer its fraternal executives discounts or complimentary registrations to upcoming LIC meetings.

To view a complete list of all LIC meetings, click HERE.

Please contact for a complimentary registration link or discount code to these virtual programs.

Members helping their communities.

Associate Member News

Foresters Financial and illustrate inc launch Foresters Mobile Quote

Foresters Financial announced it has worked with illustrate inc. to launch Foresters Mobile Quote, a secure life insurance quoting app. It is available to Foresters over 75,000 producers across the U.S. through the Apple App Store® and the Google Play Store. Read More

Fraternal Insurer Prioritizes Digital Distribution as Key Service and Growth Driver

Breathe Life, the digital distribution platform provider for the life insurance industry, announced that Teachers Life has selected them as a key pillar of its digital and brand transformation strategy. Teachers Life is embracing digital-native technologies to improve the member experience, support new product offerings, and grow the business. Read More

PNC Capital Advisors: Consternation and Convexity – A Silver Lining Playbook?

We believe recent bond market volatility and the corresponding steepening of the yield curve could be teeing up a favorable entry point for long-term fixed income investors. Read More

Conning Viewpoint – New Year, New Challenges: Issues Insurance Companies Should Consider in 2021

Insurance companies have many more questions than answers as they prepare for a new year. The Biden administration is expected to develop a more demanding regulatory environment, but the nature of those changes is still unknown. Read More

Equisoft eBook: What Every Life Insurance Leader Should Know About Enhancing Customer Experience

Over the past twenty years, insurers cared most about finding efficiencies and increasing speed to market. Today those same motivators still exist but have been superseded by dramatic increases in customer expectations, making the need to create a compelling digital customer experience the number one priority for many organizations. Read More

Fraternal Members volunteering.

Member Service

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 key audiences about the monetary and service contributions fraternals provide to their communities. We are also asking societies to inform us of any COVID-19 aid that your organization is/has been providing to members and communities. The cumulative data will be used to demonstrate the significant impact of fraternals during times of crisis. Email with your information, questions, or comments.

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American Fraternal Alliance
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