NFCA ASSOCIATE MEMBERS
AAM (Asset Allocation Management)
www.aamcompany.com
30 N LaSalle, Suite 3500
Chicago, IL 60602
(312) 263-2900
Mr. Greg Curran
Vice President-Business Development
greg.curran@aamcompany.com
AAM manages investment grade fixed income and convertible bond portfolios exclusively for insurance companies. We have a strong working knowledge of insurance company operations, lines of insurance, products, liabilities, statutory and regulatory requirements, and insurance company accounting and taxation issues. We customize investment strategies that meet each client's specific needs to enhance portfolio returns and bottom line results. Our services include comprehensive portfolio management, the focused management of specialized asset classes within the investment grade universe, Enterprise Risk Management, Dynamic Tax Analysis, Asset-Liability matching and Investment.
Affinion Group, Inc.
www.affiniongroup.com
100 Connecticut Avenue
Norwalk, CT 06850
(203) 956-8024
Mr. Dustin Manocha
Vice President
dmanocha@affiniongroup.com
Affinion is the leading global provider of comprehensive loyalty and member engagement solutions. Our solutions help many of the world's largest and most respected organizations increase member acquisition, enhance satisfaction and retention, and improve the overall bond between organizations and their members.
Allen Bailey & Associates
www.allenbailey.com
8310 N Capitol Texas Hwy Ste 370
Austin, TX 78731
(512) 502-8800
Mr. David Ramsey
Consutling Actuary
dramsey@allenbailey.com
For 20+ years, the actuarial consulting firm of Allen Bailey & Associates, Inc. has specialized in helping fraternals enhance their product portfolios to attract new members. We also assist our clients with financial reporting, strategic alternatives, compliance, experience analysis, illustration software, etc. We pride ourselves on providing timely value-added services.
AQS Asset Management, LLC
www.aqsllc.com
811 Barton Springs, Suite 800
Austin, TX 78704
(512) 314-0713
Mr. Larry White
Managing Director
larry.white@aqsllc.com
AQS Asset Management is an SEC registered investment advisor exclusively serving insurance companies. More than just a portfolio manager, we assume an active role in the continued success of your organization. Profitability analysis and projection, dynamic asset liability management, and proactive risk management - we help you understand how each affects your long-term success. AQS. More than portfolio management. A partner in your success.
askAFS
www.askAFS.com
11921 85th Place North
Maple Grove, MN 55369
(866) 312-9466
Mr. Bud Schaitberger
President
bschaitberger@askAFS.com
askAFS has been a leading provider of financial counseling and education services since 1989. Your members can get quick answers to basic financial questions from experts who do not have any other products to sell and do not compete with your agents’ areas of expertise. Using only accredited counselors, askAFS provides thousands of individuals each year with objective, independent information and education on a wide variety of financial topics.
Brown & Brown of California, Inc. dba CalSurance Associates
www.calsurance.com
681 S. Parker Street, Suite 200
Orange, CA 92868
(413) 253-1872
Ms. Michele Gerace
Vice President/Account Executive
mgerace@calsurance.com
Brown & Brown, Inc. dba CalSurance is proud to be the endorsed broker for the NFCA member insurance programs, including Agents' E&O, D&O, ODL, EPLI, Fiduciary and Professional Liability. We take pride in offering our clients the depth and power of our insurance knowledge as a recognized industry leader while still providing the personal touch of a smaller organization.
Clinical Reference Laboratory
www.crlcorp.com
8433 Quivira Road
Lenexa, KS 66215
(913) 492-3653
Mr. Blaine Milstead
Account Executive
milstead@crlcorp.com
Clinical Reference Laboratory is a leading provider of laboratory testing for the life and health industry and recognized as the industry leader for providing new testing technology. We are committed to providing our clients with innovations in IT services, unparalleled personalized service, better risk selection tools and overnight processing of samples--all focused on providing a competitive advantage to our clients.
CPS Actuaries
www.cpsincorp.com
45 Church Street, Suite 201
Stamford, CT 06906
(203) 324-9203
Mr. Allan P. Ferrone, FSA, MAAA
Consulting Actuary
aferrone@cpsincorp.com
CPS is an independent company with over 40 years of client service to fraternal benefit societies. We offer a wide range of computer and actuarial services, including the following: actuarial valuations; annual and quarterly statement preparation; Windows-based policy administration software; NAIC compliant illustration software; Web site hosting, instant messaging and e-mail; design, installation and maintenance of local and wide area networks; hardware and software installation and upgrades.
Dewey & LeBoeuf LLP
www.deweyleboeuf.com
1301 Avenue of the Americas
New York, NY 10019
(212) 259-8129
Ms. Cynthia Shoss
Partner
cshoss@dl.com
Dewey & LeBoeuf LLP is known for its insurance practice in the U.S. and worldwide, advising on regulatory issues, legislative initiatives, mergers and acquisitions, litigation, restructurings, debt and equity offerings, tax, compliance, governance, insolvencies, strategy, etc.
Ed Carroll and Associates
125 Dogwood Pass
Woodworth, LA 71485
(318) 473-0436
Mr. Edward Carroll
President
ECarr125@aol.com
Ed Carroll and Associates has provided a number of services for fraternal organizations involved in the marketing of life insurance and annuities since 1998. Among these services are strategic business and marketing strategies, outsourcing services and coinsurance for societies in need of reducing their operations cost and supplementing their surplus, due diligence assistance, alliances with independent marketing organizations for the purpose of marketing Medicare Supplements and merger transitions.
EXL Life PRO
www.exlservice.com
201 W. 103rd Street, Suite 420
Indianapolis, IN 46290
(317) 844-7750, Ext. 3675
Mr. Rick Briggs
Director of Sales and Marketing
rick.briggs@exlservice.com
EXL LifePRO® is the premier client/server computing solution for life, health and annuity administration. LifePRO® is a real-time system which utilizes Microsoft .NET and relational database technologies. PDMA provides a wide variety of consulting services including system integration, web development and Application Service Provider arrangements.
FaithLife Financial
www.faithlifefinancial.ca
470 Weber Street North
Waterloo, ON N2J 4G4 Canada
(519) 886-4617
Dr. Dieter E. Kays
President/CEO
dkays@faithlifefinancial.ca
FaithLife Financial is a Canadian fraternal insurance society providing a range of insurance protection and investment solutions for Canadian Christians. Formed as Lutheran Life Insurance Society of Canada in 1972 from the Canadian business of Aid Association for Lutherans and Lutheran Brotherhood, it expanded into the broader Christian community in 2004 and became FaithLife Financial (FLF). A member of the Canadian Fraternal Association, the society has assets under administration of over $400 million and serves more than 31,000 members across Canada. Its head office is in Waterloo, Ontario.
Griffith, Balland and Company
www.lifebase.com
100 First Avenue NE, Suite 117
Cedar Rapids, IA 52401
(319) 896-5960
Mr. Bradley Simanek
Consulting Actuary
bsimanek@lifebase.com
Established in 1906, Griffith, Ballard and Company (GBC) is the oldest, continuously run life insurance actuarial consulting firm in the United States, specializing in management consulting and financial reporting for life insurance companies and fraternal benefit societies. A full-service actuarial solutions provider, GBC's services include product development, financial statement assembly, asset adequacy/cash flow testing, actuarial appraisals, and operating results reporting/forecasting. Through its relationship with wholl-owned subsidiary Network Microdesigns Corporation, the firm also offers life and annuity sales presentation illustration and inforce illustration services. Together, our companies are strategically positined to meet the varied needs of the life insurance and annuity provider marketplace via one integrated business-to-business relationship. Contact sgriffith@lifebase.com or bsimanek@lifebase.com
Guggenheim Life & Annuity Company
www.guggenheimpartners.com
222 Indianapolis Boulevard
Schererville, IN 46375
(219) 864-6052
Mr. Peter Wilson
Senior Vice President-Reinsurance
peter.wilson@guggenheimpartners.com
Guggenheim Life and Annuity Company serves individuals and institutional clients by providing a full range of services including insurance coverage, reinsurance, asset management, and capital sourcing. We deliver superior client service, objective advice, and customized solutions demonstrating an advanced appreciation for risk management. This is fostered by a business model that rewards talent, innovative ideas and, most importantly, success. We offer solutions tailored to your needs through reinsurance, management, investment expertise, and prudent counsel. The goal of Guggenheim Life and Annuity Company is to treat its clients as partners. Your success is our success.
Heidorn Consulting, Inc.
www.heidornconsulting.com
4825 N. Scott Street, Ste. 116
Schiller Park, IL 60176
(847) 233-0600
Mr. Howard W. Heidorn, Jr.
President
howie@heidornconsulting.com
Heidorn Consulting offers life/annuity actuarial consulting services and customized PC applications including IluStar (TM) and AdMIN (TM) (PC-based home office administration) software products. In addition to providing Illustration Actuary and Valuation Actuary services, we provide product development, filing and CFT services, and we have assisted in numerous computer systems conversions. For many of our clients we are their 'in house actuarial department,' responding to day-to-day questions, assisting in valuations, etc. We also have amicable relationships with other actuarial firms that provide more specialized actuarial services. Our fees are reasonable and can be structured on a retainer basis or a fee-for-service basis.
Heritage Labs International, LLC
www.heritagelabs.net
560 N. Rogers Road
Olathe, KS 66061
(913) 764-1045
Mr. Tom W. Lambertz
Assistant Vice President
tom.lambertz@heritagelabs.com
Heritage Labs provides laboratory testing services for the insurance industry. Heritage has long been known for innovation, competitive pricing and outstanding customer service. Recently, Heritage has added mortality studies and preferred product development relating to lab testing as part of the services offered to its clients.
Insurance Administrative Solutions "IAS"
www.iasadmin.com
6996 Piazza Grande Avenue, Suite 309
Orlando, FL 32835
(407) 472-3919
Mr. Victor Castellanos
Senior Vice President, Chief Marketing Officer
victor.castellanos@IASadmin.com
IAS is a third party administrator that provides solutions to the insurance industry through innovative and custom-built solutions. Over the years we have developed strategic partnerships and systems that allow us to provide solutions to insurance organizations. IAS has experience in creating new solutions to fit your specific needs; we do this on a consultative basis, allowing for a truly customized fit for your business. While we administer insurance products for people of all ages, we have a focus on the senior market.
Inter-Company Marketing Group (ICMG)
www.icmg.org
44335 Premier Plaza, Suite 125
Ashburn, VA 20147
(703) 729-7701
Ms. Audrey Wittenburg
Executive Director
info@icmg.org
The Inter-Company Marketing Group provides a networking and educational forum for member insurance and financial services organizations to develop strategic alliances and business relationships.
IPI-AAM
28025 1H 10 West
Boerne, TX 78006
(210) 630-6314
Mr. Alberto Puentes
apuentes@aam.us.com
www.aam.us.com
Mr. John Lavery
jlavery@investment-planning.com
www.ipi.quincy.com
Investment Planners, Inc. -Advisors Asset Management (IPI-AAM): 15 years of experience working with fraternal societies coupled with strong institutional fixed income expertise. IPI-AAM partners with institutional clients who manage their fixed income assets in-house but seek counsel and value generation from outside resources. Drawing on its experience, internal analysts and institutional trading desks, IPI-AAM adds value to the way its clients stay on top of the market, manage their portfolio and execute trades.
Johnson Lambert & Company, LLP
www.jlco.com
21S. Evergreen Avenue, Suite 240
Arlington Heights, IL 60005
(847) 230-9750
Mr. Bradley S. Diericx
Partner
bdiericx@jlco.com
Johnson Lambert & Co. LLP provides financial statement audit and tax services to over 350 insurance entities from our seven locations, including public and private property-casualty insurance companies, life insurance companies, state agencies, municipal risk pools, risk retention groups, captives and other alternative risk vehicles. For over 20 years, the insurance industry has been our focus, distinguishing our firm as possessing a unique depth of expertise specifically relevant to our clients’ needs. For more information, visit http://www.jlco.com
The Karis Group
www.thekarisgroup.com
3755 S. Capital of Texas Highway, Suite 240
Austin, TX 78704
(512) 292-9560
Mr. Mike Martin
Vice President of Healthcare Services
mmartin@thekarisgroup.com
The Karis Group is an Austin, Texas-based professional services firm focused on providing solutions for organizations dealing with the challenges presented by the uninsured and underinsured populations. Our primary focus is providing our flagship Patient Advocacy or Bill Mediation service to employers, limited benefit medical plans (aka LPMP, mini-med or indemnity plans) or discount medical plans.
Leonard, Street and Deinard, P.A.
www.leonard.com
150 South Fifth Street, Suite 2300
Minneapolis, MN 55402
(612) 335-1779
Mr. Peter H. Thrane
Attorney Shareholder
pete.thrane@leonard.com
Leonard, Street and Deinard is a law firm headquartered in Minneapolis, Minn., representing business, tax-exempt and nonprofit clients, including insurers and fraternal benefit societies.
Life Line Screening
www.lifelinescreening.com
6150 Oak Tree Boulevard
Independence, OH 44131
(877) 716-6460
Mr. Kenneth Lock
ken.lock@llsa.com
Life Line Screening is the nation's leading provider of community-based preventive health screenings. Members of the NFCA will be able to offer their membership these potentially life-saving screenings at a rate not available to the general public.
Marsh Consumer
www.nfcabenefits.com
Two Logan Square, 21st Floor
Philadelphia, PA 19103
(215) 246-1155
Ms. Stacy Menditto
Vice President
stacy.menditto@marshpm.com
NFCA has endorsed Marsh Consumer to offer preferred insurance products and services to help increase non-dues revenue, membership growth and retention, and further strengthen and promote fraternalism. Utilizing Marsh's experience of being the world's leading insurance broker and third-party administrator will allow fraternals more time to focus on their community service efforts. Marsh designs, implements and administers insurance programs for over 400 non-profit associations, some dating back to 1949. NFCA's societies can expect outstanding quality service and measurable results through award-winning marketing and J.D.Power and Associates-certified customer service. A frequent presenter, attendee and exhibitor at NFCA functions, Marsh knows the fraternal benefit system, its challenges and the dedication required to protect the privacy of their members. As of June 2009, Marsh has signed several societies to offer products to its members through a sophisticated and tailored direct mail program. Please contact stacy.menditto@marshpm.com for more information on how your society can start generating more non-dues revenue.
Miller & Newberg, Inc.
www.miller-newberg.com
8717 West 110th St., Suite 530
Overland Park, KS 66210
(913) 393-2522
Mr. John A. Miller
Consulting Actuary
john@miller-newberg.com
Miller & Newberg, Inc. provides actuarial consulting services to life insurance organizations including several fraternal benefit societies. Our work with fraternal benefit societies began in 1984.
Miller & Newberg is a full-service actuarial firm, ready to help you with your risk management. We excel in each of the three distinct roles of the valuation actuary, financial actuary, and marketing actuary. As consultants, our focus is to advocate your interests while adhering to professional codes and standards of practice. We do so by first understanding the goals of your organization, and ultimately, by working closely with your management team to achieve those goals.
Optimum Re Insurance Company
www.optimumre.com
31345 River Bend Fairmount Street
Dallas, TX 75219
(214) 528-2020
Mr. Gary Bedwell
Vice President - Western Region
gary.bedwell@optimumre.com
Optimum Re Insurance Company, rate A-excellent by AM Best, is an affiliate of the Optimum Group and provides reinsurance in the United States and Caribbean.
Optimum Reinsurance is committed to the small company market and is a leader in the Fraternal market. Recognizing the need in the industry for additional capacity and services, it has also had considerable success expanding into the larger company market. Optimum offers competitive pricing, full underwriting and claim services including online underwriting manuals, research and development, special risk management reporting for large cases and individual record keeping administration systems for life, ADB and critical illness products. A new branch of our Canadian sister company was opened in Barbados in 2007. A special catastrophe coverage reinsurance product was introduced in 2008.
Parkway Advisors, L.P.
www.parkwayadvisors.com
6550 Directors Parkway
Abilene, TX 79606
(325) 795-2111
Mr. Erwin Almonte
Director of Sales/Marketing
erwin.almonte@parkwayadvisors.com
Parkway Advisors, L.P. takes a consultative approach to discover the best, most efficient and cost-effective way to help our clients realize their investment goals. This approach allows us to ensure that each client's investment needs are matched with the appropriate investment services offered. Parkway provides asset management, investment accounting and reporting, and consulting services. Guiding insurance companies through the complexities of investments is at the heart of our business. Our insurance industry knowledge will help you navigate the ever-changing investment and regulatory environments. Furthermore, our ongoing experience working with fraternal insurance companies allows us to serve each fraternal company with an understanding of your perspectives on business and service to your members.
Prime Advisors, Inc.
www.primeadvisors.com
100 Northfield Drive, 4th Floor
Windsor, CT 06095
(860) 331-3050
Mr. Patrick Tuohy
SVP, Director of Sales and Marketing
Patrick.Tuohy@primeadvisors.com
Prime Advisors, Inc. ® is a federally registered investment advisory firm managing fixed income bond portfolios primarily for the insurance industry. Since 1990, we have applied a disciplined approach to create customized investment strategies that link our clients' financial goals with current capital market opportunities in an effort to either maximize their investment results or create enough yield spread for their products to be competitive.
Our deep, experienced team has the ability to develop unique client-focused soluntins integrating investment strategies with the complex operations of an insurance company or fraternal benefit society. Prime is a top 15 money manager as ranked in 2009 by Insurance Asset Manager.
Problem Solving Enterprises
www.problemsolvingenterprises.com
35W841 Burr Oak Lane
West Dundee, IL 60118
(847) 551-1795
Mr. Chuck Ritzke
President, Owner
chuck@myactuary.com
PSE can solve your problems! We are life/annuity actuaries, compliance specialists and custom software developers. Our recent expansion allows us to offer even more creative solutions. Do you need innovative new product development? As us why fraternals should look at longevity insurance! Do you need creative marketing/software tools? Is speed-to-market an issue? Our compliance team can accelerate your state filings. Are your IT projects backlogged? We can develop supplemental administrative tools in all areas including policy issue, policyholder service, 7702 administration, variable product support or valuation. Let us customize a solution for you.
Reinhart Boerner Van Deuren
www.reinhartlaw.com
22 East Mifflin St, Suite 600
Madison, WI 53703
(608) 229-2244
Mr. Todd Martin
Attorney
tmartin@reinhartlaw.com
Martin serves as outside general counsel to the NFCA, has provided legal services to more than 20 fraternal benefit societies, has advised on eight fraternal benefits society mergers and is leading efforts to improve fraternal governance.
RSM McGladrey/McGladrey & Pullen
www.rsmmcgladrey.com
400 Locust Street, Suite 640
Des Moines, IA 50309
(515) 558-6600
Mr. Jon Harris
Director
jon.harris@rsmi.com
RSM McGladrey is the professional services firm for companies on the move. We’re focused on listening to our clients’ needs, then designing solutions that fit. When considered with McGladrey & Pullen LLP (a partner-owned CPA firm), RSM McGladrey is the fifth largest accounting, tax and business consulting firm. We have experienced resources able to help with tax preparation and consulting, human capital consulting, IT system selection and networking, risk management and audit and accounting services (provided by McGladrey & Pullen). Our goal is to be the ideal partner to fuel our clients’ business performance with objectivity, insight, integrated expertise and confidence.
Topeka, KS 66636
(785) 438-3350
Mr. Tom Spencer
Director, Business Development
tom.spencer@se2.com
se2 provides business technology and processing solutions for the financial services and retirement planning sector. se2 offers service end-to-end for life and annuity processing with an award-winning, state-of-the-art technology platform and an astute understanding of regulatory compliance issues unique and specific to the financial services industry. se2’s life and annuity acumen, coupled with its dedicated processing capabilities, places it in the forefront of the business processing outsourcing (BPO) industry. se2 is powered by Security Benefit Corporation, a financial services holding company. For more information about se2, please visit us at www.se2.com.
Special Olympics Illinois
www.soill.org
605 East Willow
Normal, IL 60167
(309) 888-6600
Mr. Doug Snyder
President & CEO
dsnyder@soill.org
The mission of Special Olympics is to provide year-round sports training and athletic competition in a variety of Olympic-type sports for children and adults with intellectual disabilities, giving them continuing opportunities to develop physical fitness, demonstrate courage, experience joy and participate in sharing of gifts, skills and friendship with their families, other Special Olympic athletes and the community.
StoneRiver Insurance Solutions
www.stoneriver.com
3725 Catalina Drive
Carlsbad, CA 92010
(858) 207-5537
Mr. David L. Briggs
Business Development Executive
dave.briggs@stoneriver.com
Our solutions are integrated to span the entire insurance value chain to reduce distribution and operating costs and bring products to market swiftly. They work in concert with existing processes to provide an agile platform for growth. From the point-of-sale to policy issuance and claim payment, our individual solutions or integrated solutions are available to provide you complete straight through administration.
Strohm Ballweg, LLP
www.strohmballweg.com
999 Fourier Drive, Suite 101
Madison, WI 53717
(608) 821-6300
Mr. Gary Strohm
Managing Partner
gstrohm@strohmballweg.com
Strohm Ballweg, LLP is a niche certified public accounting and consulting firm serving only insurance entities, including ten fraternal life insurance societies. They provide traditional services such as audits, review, compilations and tax compliance, but we also provide consulting services for insurers such as investment accounting, regulatory filing assistance, litigation support and staff co-sourcing.
Teachers Life Insurance Society
www.teacherslife.com
916 The East Mall, Suite C
Toronto, ON M9B 6K1
Canada
(416) 620-1140
Mr. Douglas Baker
President & CEO
dbaker@teacherslife.com
Teachers Life Insurance Society is a federally incorporated fraternal society in Canada. We sell life, disability and health & dental coverage to the educational community. We have bee in business since 1939. We are licensed to do business in the province of Ontario. We have been attending NFCA meetings for more that 10 years.
Universal Conversion Technologies, L.P.
www.uctcorp.com
16775 Addison Road, Suite 410
Addison, TX 75001
(214) 348-2000
Mr. Rae Albertini
COO
ralbertini@uctcorp.com
Universal Conversion Technologies (UCT) remains the undisputed leader in providing software and services to support data migrations resulting from block acquisitions, new system implementations or consolidations. We have been serving fraternals since 2001. Because of UCT’s data conversion software and expertise, we have been selected to convert and migrate millions of policy records to multiple target systems on mainframe and PC platforms. These successful data conversions for the financial services industry have involved billions of dollars in financial values. We reduce time frames and estimated costs by 40-60% and successfully convert in excess of 99.9% of data.
Since 1992, we’ve been the leader in complex data migrations in the insurance industry.
US Letter Carriers Mutual Benefit Association
www.nalc.org
100 Indiana Avenue
Washington, D.C. 20001
(202) 638-4318
Ms. Myra Warren
Director
warren@nalc.org
The USLCMBA was organized in 1891 to unite fraternally all letter carriers and other nonsupervisory employees of the Postal Career Service who are of sound bodily health and good moral character, and who are members in good standing in the NALC. To establish a fund from which to pay all normal life insurance, disability, and annuity benefits in accordance with the General Laws relating to benefit certificates, and to pay such costs of administering the USLCMBA as may be properly chargeable thereto.
UTG, Inc.
www.utgins.com
5250 South Sixth Street Road
Springfield, IL 62703
(217) 241-6300
Mr. James P. Rousey
President
Jrousey@utgins.com
UTG is an insurance holding company and a member of a billion dollar financial services organization. Through its insurance affiliate, UTG provides servicing on a broad block of life, health and annuity products for both internal business and provides Business Processing Outsourcing for other insurance carriers.
Wexford Partners, Inc.
www.wexfordpartners.com
6334 Fletch Road
Land O Lakes, FL 34637
(312) 261-5513
(877) 545-2352
Mr. Robert Schleyer
President
bob.schleyer@wexfordpartners.com
Wexford Partners is a consulting firm driven by our clients' business potential. We bring decades of insurance experience, both hands-on and consulting, in distribution, customer relations, financial strategic planning, new product development and fulfillment processes.
Your Wellness Partners LLC
www.yourwellnesspartners.com
333 West End Avenue, Suite 9C
New York, NY 10023
(212) 579-5421
Mr. Paul Jawin
Partner
p.jawin@yourwellnesspartners.com
Your Wellness Partners combines wellness services with discounts on health care services to create unique, value-added programs that help subscribers stay well and save money on their health care costs. Our programs are very affordable and can be customized to meet the unique needs of any company or organization and to avoid overlap with existing programs.
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