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Membership Type: Affiliate Member Contact Name: David Ramsey, Consulting Actuary 8310 N Capitol Texas Hwy Ste 370 Austin, TX 78731 (512) 502-8800 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.
Ed Carroll and Associates Membership Type: Affiliate Member Contact Name: Edward Carroll, President 125 Dogwood Pass Woodworth, LA 71485 (318) 473-0436 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.
Heidorn Consulting, Inc. Membership Type: Affiliate Member Contact Name: Howard Heidorn, President 3158 Des Plaines Ave., Ste. 210 Des Plaines, IL 60018-4222 (847) 296-8890 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 can provide product development, filing and CFT services, and we have assisted in numerous computer systems conversions. For many of our clients we are their '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.
Miller & Newberg, Inc. Membership Type: Affiliate Member Contact Name: John Miller, Consulting Actuary 8717 West 110th St., Suite 530 Overland Park, KS 66210 (913) 393-2522 Miller & Newberg, Inc. provides actuarial consulting services to life insurance organizations including several fraternal benefit societies.
Reinhart Boerner Van Deuren Membership Type: Affiliate Member Contact Name: Todd Martin, Attorney 22 East Mifflin St, Suite 600 Madison, WI 53703 (608) 229-2244 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.
Strohm Ballweg, LLP Membership Type: Affiliate Member Contact Name: Gary Strohm, Managing Partner 999 Fourier Drive, Suite 101 Madison, WI 53717 (608) 821-6300 We are a niche certified public accounting and consulting firm serving only insurance entities, including ten fraternal life insurance societies. We 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.
Membership Type: Foreign Society Contact Name: Douglas Baker, President & CEO 916 The East Mall, Suite C Toronto, ON M9B 6K1 Canada (416) 620-1140 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.
Wexford Partners, Inc. Membership Type: Affiliate Member Contact Name: Bob Schleyer, President 7436 Oak Avenue Miller Beach, IN 46403 (312) 261-5513 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.
For more information on NFCA membership, please contact Allison Koppel, Director of Membership & Fraternal Services at akoppel@nfcanet.org or (630) 522-6322, ext. 121.
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