Fraternal Advantage - November/December 2008
Eight Organizations Approved for Associate Membership Three Additional Organizations Pending Approval Congratulations to the following organizations that have been approved by the NFCA Board of Directors as Associate Members:
Allen Bailey & Associates
Membership Type: Affiliate Member
Contact Name: David Ramsey, Consulting Actuary
8310 N Capitol Texas Hwy Ste 370
Austin, TX 78731
(512) 502-8800
dramsey@allenbailey.com
www.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.
Ed Carroll and Associates
Membership Type: Affiliate Member
Contact Name: Edward Carroll, President
125 Dogwood Pass
Woodworth, LA 71485
(318) 473-0436
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.
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
howie@heidornconsulting.com
www.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 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
john@miller-newberg.com
www.miller-newberg.com
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
tmartin@reinhartlaw.com
www.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.
Strohm Ballweg, LLP
Membership Type: Affiliate Member
Contact Name: Gary Strohm, Managing Partner
999 Fourier Drive, Suite 101
Madison, WI 53717
(608) 821-6300
gstrohm@strohmballweg.com
www.strohmballweg.com
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.
Teachers Life Insurance Society
Membership Type: Foreign Society
Contact Name: Douglas Baker, President & CEO
916 The East Mall, Suite C
Toronto, ON M9B 6K1
Canada
(416) 620-1140
dbaker@teacherslife.com
www.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.
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
www.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.
The following three organizations have applied for Associate Membership and are awating NFCA Board approval:
Marsh Affinity Group Services
Membership Type: Affiliate Member
Contact Name: Stacy Menditto, Vice President
Two Logan Square, 21st Floor
Philadelphia, PA 19103
(215) 246-1155
stacy.menditto@marshpm.com
www.marsh.net
NFCA has endorsed Marsh Consumer to offer preferred insurance products (Long Term Care, Medicare Supplement and Dental) 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. Since September 2008, Marsh has signed two 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.
Leonard, Street and Deinard, P. A.
Membership Type: Affiliate Member
Contact Name: Peter H. Thrane
Attorney Shareholder
150 South Fifth Street, Suite 2300
Minneapolis, MN 55402
612-335-1779
pete.thrane@leonard.com
www.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
Membership Type: Affiliate Member
Contact Name: Kenneth B. Lock
National Account Manager
6150 Oak Tree Boulevard
Independence, OH 44131
(877) 716-6460
ken.lock@llsa.com
www.lifelinescreening.com
Line 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.
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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