Your monthly Advocacy Plus newsletter provided by American Fraternal Alliance.


AFA Advocacy Plus Newsletter

Advocacy Activities – June 2021

Covid-19 Community Corps
Special thanks to our societies that are early adopters of the Alliance’s engagement with the US Department of Health and Human Services (HHS) Covid-19 Community Corps. We are excited to share that the Alliance is now officially listed as a Community Corps partner on the HHS website! The Corps is a national effort to help our communities get back to normal by providing education on vaccination safety and access. Our fraternal executives can use their standing as trusted leaders and use their chapter systems as a means to spread the word.


All Alliance members are invited to participate in the next Corps update on June 16th at 1:00 p.m. Central. This call is internal and will feature Alliance CEO Allison Koppel and Drew Goesl, our federal lobbyist, discussing the latest in activations and opportunities. You do not need to be signed on as a member of the Community Corps to participate, and questions are welcome. This is a great way to learn more and see if participating in the Community Corps is a good fit for your society. Please email Elizabeth Patel at for call details. #LiveFraternally. (Use #LiveFraternally when posting any activities on social media about your vaccination efforts.)

Revised Bond Factors May Hurt Fraternals’ RBC – Contact Your Regulator
The years-long NAIC effort to revise the C-1 bond factors and portfolio adjustment factors is coming to a close with one last opportunity for fraternals to voice concern that these changes could suddenly lower their RBC to a troubling level. The NAIC is considering two proposals: the initial American Academy of Actuaries (Academy) plan and a newer one supplied by ACLI and Moody’s Analytics (ACLI). Your society has likely determined the impact of the Academy study which was released a few years ago. Please contact the regulator in your state of domicile as soon as possible and urge them to support the ACLI proposal which includes up-to-date data, provides more intuitive results, and is less punitive than the Academy proposal on smaller insurers like fraternals.

Fraternal Pinboard Showcases Impact Across North America

Check out the Fraternal Pinboard to see how members across the country are making a difference! From Memorial Day posts to service projects, the Pinboard is a great place to get ideas and keep up with fraternal projects.

Fraternal Pinboard

The Alliance’s Executive Summit & Annual Business Meeting is happening – live and in-person. Sept. 20-22, 2021 at the beautiful Hyatt Lost Pines, Texas.

This invite-only event for fraternal CEOs will provide outstanding educational sessions and much-needed networking options. Hear from your peers and industry experts on fraternal reinsurance, the economy, diversity & inclusion and much more at this sprawling venue practicing safe meeting protocol and featuring expansive beautiful outdoor settings. New this year, fraternal executives will be matched up through the Co-Hort Connect program and meet before, during, and after the event virtually and in person.

Executive Summit

CEOs can select members of their C-Suite team to join us in Texas. Request the registration link by emailing

Alliance Virtual Education

Fraternal Sector Orientation for New Society Employees

June 17, 2021 | 10:00 - 10:45 a.m. Central

Join Allison during this informal webinar to learn the basics about the fraternal benefit system. With over 50 organizations across the country providing financial security and community service, our sector can be challenging to fully grasp for new employees. Allison will cover the history, basic governance and regulations, and discuss how all fraternals have more in common than one might think. This eye-opening opportunity for new employees (or board members), will be a quarterly occurrence and complimentary for members.

To obtain the link to participate, please email

Claims Payment Best Practices – Compliance Webinar #2 of 5

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

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

CSA Thank-A-Driver Program

Fraternal Benefit Society Member News

Royal Neighbors of America’s Cynthia Tidwell Receives Forum 500 Distinguished Service Award

Cynthia Tidwell, President and CEO of Royal Neighbors of America, is the 2021 recipient of the American Council of Life Insurers (ACLI) Forum 500 Distinguished Service Award. Read More

LIC Meetings

The Alliance proudly offers its fraternal executives discounts or complimentary registrations to upcoming LIC meetings. To request the complimentary link, contact

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.

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

Associate Member News

Tomorrow’s World Today: Future Themes – hosted by Wellington Management

Every Tuesday in June at 11 a.m. EDT / 4 p.m. BST.

For over 40 years, at each new business cycle, Wellington investors have been presented with a challenge: look past current headlines to find structural trendlines that will shape markets, society, and the economy in the next five to 10 years. The goal is to extend horizons, gather a range of diverse ideas, ignite debate and collaboration, and identify potential investment opportunities ahead of the market.

Each event will cover a different structural area with a deep dive into key research themes.

To learn more and to register click HERE.

Employee Pooling, LLC (EP) Brings Scalable Human Capital to Member Societies Reducing Cycle Times and Expenses

Employee Pooling (EP), has worked in partnership with Sons of Norway this past year and proven instrumental in their ongoing rapid growth and success. EP provides scalability with expert department specialists to match the ebb and flow of SofN’s needs at a low variable cost in Licensing & Contracting, Application Processing, and Contract Underwriting. Read More

Beyond 2020: The Customer Empowered Future of Life Insurance – Equisoft

Fraternal organizations are built on the experiences they create for their agents and members. As digital transformation accelerates and the expectations of all stakeholders are heightened, it will be increasingly important for fraternals to provide superior digital experiences to keep pace. Equisoft’s own Roger Soppe has analyzed the latest research and captured what you need to know about the future of digital experiences, IT spending and the latest customer engagement technology. Read More

Royal Arcanum Donation to Teen Health Van

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.

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

Twitter    Facebook    LinkedIn

Please do not reply to this message, as replies are routed to an unmonitored mailbox. If you have questions, comments or need assistance please visit us on the web at, or email You may also call us at 630-522-6322.

Click here to unsubscribe

© 2021 American Fraternal Alliance