Your monthly Advocacy Plus newsletter provided by American Fraternal Alliance.


AFA Advocacy Plus Newsletter

Chair of the Board Update

Timothy Kuzma

Dear Fraternal Members, Friends, and Stakeholders –

During this difficult time for our great nation, we ask that you, as individual societies and compassionate members of the American Fraternal Alliance community, each take time to reflect on… Read More

Board Meeting Update

The Alliance Board of Directors met on June 4 for their quarterly meeting. A summary will appear in the July Chair of the Board report and will include an update on their review of advocacy strategies, first quarter financials, the CEO Search process, and other important information.

Advocacy Activities – June 2020

While the inability to travel has impeded the opportunity to meet with legislators in person, we are still making progress in securing co-sponsors to the Fraternal Congressional Resolution. Thanks to efforts of Modern Woodmen of America for their work on recently signing Representative Cheri Bustos (D-IL-17) to our resolution. At the state level, the fraternal tax exemption will be reviewed during a regularly scheduled 10-year examination process in two states: Hawaii and Washington. Long-time members may recall that about 10 years ago, the Alliance needed to utilize significant resources to defend the exemption. The same will be true in 2021, and so the Board has asked the Alliance to retain local counsel in those two states and prepare to demonstrate our impact. While the Alliance collects its “local lodge report” information for these advocacy activities, we can always use more examples of events or efforts that highlight the contributions of our member societies. If you have some great examples of how your fraternal helps communities in Hawaii or Washington state, please email them to

Raising awareness of fraternal Congressional Resolutions H CON RES 27 and S CON RES 9. 85 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

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.

Sessions include:

  • The ERM Journey: Business Continuity, Vendor Management, Cross Training Staff

  • Chapter Leaders: What Do They Want?

  • U.S. Economic Outlook

  • The Rewards (& Risks) of External Communications

  • Growing Your Personal Brand

  • Governments: Federal & State Advocacy and the Changing Landscape

And much more! Registration opens soon.

E-Learning Opportunities

July 7 Virtual Roundtable: 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 including how they may affect fraternals. Grab your lunch and listen in and have your questions ready!

Read More

July 13 Webinar: Managing Local Chapter Liability Related to COVID-19

11:15 AM – 12:15 PM CST

Join Alliance COO Allison Koppel and Retained Counsel Todd Martin as they review how societies can manage risk related to the resuming of chapter activities following the relaxation of COVID-19 social distancing requirements.

Read More

July 15 Webinar: 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? We’ll talk about the latest information on these charts and we will answer questions, discuss compliance challenges, and determine other ways the Alliance/First Compliance team can be of service.

Read More

July 29 Virtual Roundtable: Fraternal Distribution in a Remote Environment

11:15 AM – 12:15 PM CST

Join Alliance COO Allison Koppel for a discussion with sales managers and marketing executives about how they are successfully working in a remote environment.

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.

Fraternal Benefit Society Member News

Sons of Norway CEO Focused on Growth at 125 year old organization

New Sons of Norway CEO Christopher Pinkerton is focusing on keeping the fraternal insurance and international cultural organization growing and connected as it celebrates its 125th anniversary.

Read More

Catholic Fraternal Groups Call for Prayer and Justice Amid George Floyd protests

The Knights of Columbus have announced a forthcoming novena for an end to racism, as Catholic fraternal organizations urge prayer and justice amid burgeoning civic unrest that began with the death of George Floyd.

Read More

5 Things a Top Life Executive Is Seeing Now, Through the COVID-19 Haze

Matt Berman, chief distribution officer of the Independent Order of Foresters, has been tightening its focus on selling life insurance. Read about the five things he’s currently seeing in the life insurance market.

Read More

Foresters Financial’s Tradition of Community Support Continues

Foresters Financial™ (Foresters) announced today that in 2019 it contributed more than USD$11 million ($11.3 million) to support communities across Canada, the UK, and the US.

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.

Read More

Fraternal members serving their community.

Associate Members

AQS Asset Management for Insurers

AQS Performance and Perspective – June 2020

Read More

Equisoft Accelerate Series webinar: Lessons Learned From COVID-19 – The Future of Fraternals

How can Fraternals continue the long tradition of support and service in a time governed by business continuity plans, physical distancing and market volatility? Find out in this on-demand webcast. Learn what Scott Schuetz, COO of GCU and Roger Soppe, Insurance Advisory Leader at Equisoft had to say about the digital future of fraternals as well as lessons learned about supporting advisors, members and the community in the new normal.

Watch Now

Responsible Investing: Sense Making & Myth Busting

In this webinar replay, PNC tackles common misconceptions and impediments to implementing responsible investing as part of an investment strategy.

Read More

Industry News

Solidarity, not charity: Why mutual aid reemerged in the pandemic, and is flourishing amid protests

Like many volunteers involved in the current resurgence of mutual aid projects, Franck says her efforts are driven both by the understanding that existing welfare systems are broken — and that it’s her duty as a believer to step in.

Read More

A Goldman Executive Has Advice for His White Colleagues

Expressions of solidarity are appreciated. Here’s what I would appreciate more.

Read More

ACLI to Help Lead U.S. Chamber Opportunity Equality Effort

The American Council of Life Insurers (ACLI) has joined an effort by big U.S. companies to reduce inequality of opportunity.

Read More

ACLI Welcomes 2nd Circuit Appeals Court Regulation BI Ruling

The ruling could help an insurer-backed model become a national standard for annuities.

Read More

'We Can All Do More': American College President

George Nichols III, the president of the American College of Financial Services, says the school should play a role in dealing with racial injustice.

Read More

Life Application Activity Soars: MIB

Maybe COVID-19 has educated younger consumers about the value of life insurance. U.S. life insurance application activity was 5.2% higher in May than in May 2019, according to MIB’s new application activity report.

Read More

Lemonade Files for IPO, Says It May Sell Life Insurance

The insurtech startup says it’s better at appealing to younger consumers than companies built on human brokers are.

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

COVID Resources

Alliance COVID Resource Page

Review this page often for updates.

Read More

Fraternal members serving their community.

Thanks to Our Event Sponsors

Connect NOW Sponsor:

LIDP Consulting Services Logo

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

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

© 2020 American Fraternal Alliance