IN THIS ISSUE

President and CEO’s Blog

New Fraternal Identity Brochure Now Available

Guest Editorial: The Same, Only Different

NFCA Compensation Survey Now Available

Register Now for a Complimentary Webinar on the NFCA Insurance Program

Teresa Rasmussen Installed as Chair of the NFCA Board of Directors

Mark Theisen Elected Vice Chair of the NFCA Board

Barbara A. Cheaney Advances to Immediate Past Chair of the Board

NFCA Board Welcomes Two New and Four Returning Directors

Update from NFCA's Fraternal Advisory Committee

NFCA Boosts Life/Health/Benefits Industry Networking by Sponsoring ICMG

2009 NFCA Award Recipients

NFCA Annual Meeting Information

Calendar of Upcoming Events

 

Calendar of Upcoming Events
(Dates subject to change.)

November 2009
13 Arizona Fraternal Congress Annual Meeting (Tempe, AZ)
13-14 Tennessee Fraternal Congress Annual Meeting (Nashville, TN)
14 New England Fraternal Congress Annual Meeting (Westport, MA)
15-16 NFCA Board Meeting (Oak Brook, IL)
19 Complimentary Webinar on NFCA Insurance Program
26 26 Thanksgiving Day - NFCA HQ Closed
27 Thanksgiving Holiday - NFCA HQ Closed
December 2009
5-7 NAIC Winter National Meeting (Honolulu, HI)
24 Christmas Eve - NFCA HQ Closed
25 Christmas Day - NFCA HQ Closed
January 2010
30 Louisiana Fraternal Congress Annual Meeting (New Iberia, LA)
March 2010
25-27 NFCA Fraternal & Communications Sections Mid-Year Meeting (Charlotte, NC)
26-29 NAIC Spring National Meeting (Denver, CO)
April 2010
10-12 NFCA Secretaries & Human Resources Sections Mid-Year Meeting (Hollywood, FL)
11-13 NFCA Presidents Section Mid-Year Meeting (Hollywood, FL)
23-25 Florida Fraternal Congress Annual Meeting (Brooksville, FL)
28-30 NFCA Investment Section Mid-Year Meeting (San Antonio, TX)
28-30 North Dakota Fraternal Congress Annual Meeting (Fargo, ND)
May 2010
20-22 Canadian Fraternal Association General Meeting (Niagara Falls, ON)
20-22 NAFIC Annual Convention (Omaha, NE)
   
August 2010
14-17 NAIC Summer National Meeting (Seattle, WA)
September 2010
9-11 124th NFCA Annual Meeting (Chicago, IL)
October
7-8 New Jersey Fraternal Congress Annual Meeting (Atlantic City, NJ)
16-17 Chesapeake Fraternal Congress Annual Meeting

*Denotes Deadline Date

Fall 2009


What’s the latest on the “fraternal cooperative?”

If you attended the 2009 Presidents or Secretaries Section meeting or the NFCA Annual Meeting, then you know that one of your association’s most important initiatives is to develop a “fraternal cooperative” – a shared services program that can help member societies combine resources to generate economies of scale, take advantage of the expertise on certain key issues within the fraternal system, and join forces to market innovative new financial services products to the next generation of members.

Working groups have been formed to determine the feasibility of the three specific cooperative programs. Here is a brief update on each:

* Compliance services...

* Procurement (group purchasing)...

* Retail banking services...

More...        Please add your comments


On a related note…

While not an “official” component of the fraternal cooperative initiative, I wanted to update you on a couple other projects that are closely tied to the effort:

* Heritage Labs Group Buying Discount Program...

* Commercial banking...

More...        Please add your comments


Just in time for tax season…
No one wants to think about it, but tax time is rapidly approaching. To help you prepare, the NFCA has added frequently asked questions regarding IRS Form 990 and Form 990N to our website.

More...        Please add your comments

 

New Fraternal Identity Brochure Now Available

The National Fraternal Congress of America (NFCA) has created a new fraternal identity brochure, which answers the question "what is a fraternal benefit society?". This brochure is the first step in a long-term effort by NFCA to enhance the awareness of fraternal benefit societies among our key audiences, including state and federal public policymakers, opinion leaders in the media, current and prospective agents, and current and prospective members.

More...        Please add your comments

 

Guest Editorial: The Same, Only Different
by Jackie Felling, National President and CEO, Degree of Honor Protective Association

In July, Degree of Honor hosted what we used to call our National Convention, held every four years. This time, instead of calling it a convention, we called it a National Get Together. Why the name change? Because like other fraternal benefit societies, we are reinventing ourselves. We are becoming more relevant to today’s families. How many kids would get excited about going to a “convention”? If we want fraternalism to thrive in the future, we have to involve – and excite – more families and their children now. Today’s kids will be tomorrow’s core group of active members.

More...        Please add your comments

 

NEW! - NFCA Compensation Survey Now Available

The first-ever NFCA Compensation Survey is now available for purchase. This detailed, 35-page report contains information on the compensation and benefits of 28 member societies (noted below) who generously contributed data. Fifteen positions – with several fraternal-specific jobs – are examined, including:

Chief Executive Officer, Corporate Secretary, Corporate Treasurer, Top Fraternal Position, Top HR Position, Top IT Position, Tops Sales & Marketing Position, Top Underwriting Position, Medical Director, Fraternal Benefits Coordinator, Magazine Editor, Fraternal Lodge Liasion, Fraternal Benefits Assistant, and Branch/Lodge Coordinator.

This affordably priced membership benefit product is $300 for societies who contributed data and $400 for societies who did not participate. Click here to order your copy today by using the NFCA Compensation Survey Order Form.

More...        Please add your comments

 

Register Now for a Complimentary Webinar on the NFCA Insurance Program

Debunking Six Myths of the NFCA Insurance Program

Meeting Description: Get the facts about the NFCA Insurance Program which offers Agents Errors & Omissions coverage and Directors & Officers coverage, and learn how to put it to work in your society

More...        Please add your comments

 

Teresa Rasmussen Installed as Chair of the NFCA Board of Directors
Senior vice president, general counsel and secretary of Thrivent Financial for Lutherans

The National Fraternal Congress of America (NFCA) announced that Teresa (Terry) J. Rasmussen, Senior Vice President, General Counsel and Secretary, Thrivent Financial for Lutherans, was elected Chair of the NFCA Board of Directors. Rasmussen’s installation capped the 123rd NFCA Annual Meeting, September 17-19, in San Antonio, Texas.

“The NFCA and its 69 member societies congratulate Terry on this prestigious election to serve as NFCA Chair of the Board,” said NFCA President and CEO Joseph J. Annotti. “The NFCA looks forward to working with Ms. Rasmussen this year to ensure the long-term viability of fraternal benefit societies and to strengthen the fraternal benefit system.”

More...        Please add your comments

 

Mark Theisen Elected Vice Chair of the NFCA Board
Executive Vice President, Fraternal of Woodmen of the World/Omaha

The National Fraternal Congress of America (NFCA) announced that Mark D. Theisen, Executive Vice President, Fraternal, Woodmen of the World/Omaha Woodmen Life Insurance Society, was elected Vice Chair of the NFCA Board of Directors. Theisen was installed in the NFCA office at the 123rd NFCA Annual Meeting, September 17-19, in San Antonio, Texas.

After serving as a director for one year, Theisen, as Vice Chair of the NFCA Board, will continue to provide strategic direction to the association that represents 69 fraternal benefit societies. Fraternal benefit societies are not-for-profit membership organizations offering volunteer, social and networking opportunities, along with insurance and other financial products.

More...        Please add your comments

 

Barbara A. Cheaney Advances to Immediate Past Chair of the Board
Catholic Life Insurance, Vice President, Communications-Marketing

The National Fraternal Congress of America (NFCA) announced that Barbara A. Cheaney, Vice President, Communications-Marketing, Catholic Life Insurance, has advanced to the position of Immediate Past Chair of the NFCA Board of Directors. Cheaney was installed in the NFCA post at the 123rd NFCA Annual Meeting, September 17-19, in San Antonio, Texas.

“The NFCA congratulates and thanks Ms. Cheaney for her dedication and commitment to the fraternal benefit system during her year as NFCA Chair of the Board,” said NFCA President and CEO Joseph J. Annotti.

More...        Please add your comments

 

NFCA Board Welcomes Two New and Four Returning Directors

The National Fraternal Congress of America (NFCA) welcomed six fraternalists to the NFCA Board of Directors at the 123rd NFCA Annual Meeting, September 17-19, in San Antonio, Texas, including two new directors. Elected to a three-year term each were new directors Christopher Pinkerton, President, U.S. Division, The Independent Order of Foresters, and Howard J. Wolfe, President and Chief Executive Officer, Western Fraternal Life Association.

Four directors returned to the NFCA Board. Elected to a three-year term was James R. Stoker, National Secretary-Treasurer, CEO, Greater Beneficial Union of Pittsburgh. Appointed to one-year terms were Teresa J. Rasmussen, Senior Vice President, General Counsel and Secretary, Thrivent Financial for Lutherans; Darcy Callas, Director and General Counsel, Modern Woodmen of America; and Emilio B. Moure, Supreme Treasurer, Knights of Columbus. In addition, Rasmussen was elected Chair of the Board, and Stoker was elected Secretary-Treasurer.

More...        Please add your comments

 

Update from NFCA's Fraternal Advisory Committee

After a summer of hard work, the Fraternal Advisory Committee has wrapped up its extensive review of how the NFCA collects fraternal data and has developed a new method to report fraternal contributions.

For years, the NFCA has asked societies to report basic fraternal information regarding the number of members, number of lodges and fraternal events, and the amount of financial support provided to support lodges. As fraternals have evolved over the years, the NFCA found it necessary to expand fraternal data collection methods to reflect the variety of ways in which fraternals are engaged in their communities.

More...        Please add your comments

 

NFCA Boosts Life/Health/Benefits Industry Networking by Sponsoring Inter-Company Marketing Group

The National Fraternal Congress of America (NFCA) has thrown its weight behind insurance industry networking and strategic alliances by becoming a gold sponsor of the Inter-Company Marketing Group (ICMG) for 2010.

ICMG is the insurance industry’s leading association devoted to fostering strategic alliances in the insurance and financial services marketplace. “By supporting ICMG as a gold sponsor, NFCA shows its commitment to the life/health/benefits industry and to the organization that brings potential alliance partners together,” notes Audrey Wittenburg, executive director of ICMG.

More...        Please add your comments

 

2009 NFCA Award Recipients:

 

NFCA Annual Meeting Information


Fraternal Advantage is published monthly for member-societies of the National Fraternal Congress of America (NFCA).

Please send comments or story ideas to Rose Riccetti, NFCA director, communications and marketing, at
rriccetti@nfcanet.org.

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