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2 Blogs for 1: A “Blank Slate” Update and a Guest Blogger Too!

We’ve been working hard here at the Alliance and this week’s post will give you a rare “twofer.”  I will provide you with an update on a mission-critical program that we have put into action during the past few weeks and then, you’ll get another peek at our upcoming 2013 Annual Meeting (truly another mission-critical program) via guest blogger, John Camillo, Group Counsel, Kemper Home Service Companies, who will be one of the presenters for the workshop, Unclaimed Property Regulation: Taming the Beast . So let’s get started!

Congratulations and well deserved “pats on the back” are in order for all that have participated and made the Alliance Senate “Blank Slate” Campaign a tremendous success. Member society executives consistently rank political advocacy as an “essential” benefit of Alliance membership. And members tell us that of all the public policy issues on which the Alliance advocates, the promotion, protection, and preservation of the fraternal tax exemption is by far the most important.  So far, this program has had the benefit of the Alliance staff, our Washington, D.C. lobbyists and member society staff and leadership all working together like a well-oiled machine.

call to action hp banner FINAL

I am proud to report that as of this morning, 3,394 individuals have sent 6,935 emails to senators. Each of the senators from all 50 states has been covered so far by the campaign. In addition, Thrivent Financial has executed their own campaign which has resulted in an additional 2,004 participants (as of Tuesday) from among their members. Many other societies have executed promotional campaigns to help promote the program to their members. Presented below is a listing of societies that have reached a level of participation by more than 100 members:

Top Participating Societies:

Thrivent Financial 2,004

Sons of Norway- 1,629

Modern Woodmen of America- 388

KSKJ Life- 269

Catholic United Financial- 231

Woodmen of the World- 151

Woman’s Life- 100

Catholic Financial Life – 114

UCT- 107

We also heard from many of you about how you would be helping to make this program a success. Here are just a few of the comments that we have received from member societies about how they were promoting the campaign to their members:

“I participated also and have sent emails to our presidents and secretaries to assist in getting the word out and the letters sent. Thanks for the easy links!”

Kitty Chadima, Lodge Director, Western Fraternal Life Association

“Thanks to the Alliance for the ease of this action item. I participated and asked all our agents, branch officers and home office employees to participate.”

Barbara Cheaney, Vice President – Marketing/Communications at Catholic Life Insurance

“At Everence we’ve provided links to our employees to follow through and senior management has been the first to follow through. It’s very easy. Let’s encourage our members to support this effort.”

David Gautsche, Senior VP of Products & Services at Everence Financial Services

“Thank you to the American Fraternal Alliance for setting up this website and making it so simple for us to contact our senators to promote the value of fraternal benefit societies!  We’re ready to mobilize our chapter leaders with an eBlast directing them to the site and asking for their support in this important campaign.”

Sally Krochalk, Director of Fraternal Operations, Catholic Financial Life

If your society has not yet had the chance to participate, it’s not too late. The program website will be live through 5:00 p.m. CDT on Friday, July 26, 2013. Here is a link to some artwork that you can use for promotion in email messages, on web links and in social media to help publicize this vital initiative.

Thanks again to everyone that has played a role in the campaign’s success so far. If you have any questions or concerns or if you would like more information on the Senate’s tax reform activities or the Alliance’s grassroots effort to influence the outcome of this debate, please feel free to contact the Alliance at any time at jmitchell@fraternalalliance.org.

And with that I will turn things over to John.

Thanks Joe! My goal as this week’s guest blogger is to provide your readers an advance look at my presentation and hopefully get them interested enough in my topic to participate in the workshop in Florida. So here we go!

Unclaimed Property is an important issue that impacts all insurance companies regardless of their size.  If your company is not currently the subject of an unclaimed property audit, the chances are very high that it soon will be.  In the meantime, eight states already have enacted different versions of the NCOIL Unclaimed Benefits Model Act which was adopted in November 2011.  These statutes require all insurance companies to match their inforce life insurance policies against the Social Security Death Master File to determine whether any of their insureds are deceased.  The administrative costs of complying with these statutes on a “retroactive” basis can be significant and could even imperil the solvency of some smaller insurance companies.  Unclaimed property also is the subject of a number of lawsuits across the country.  Learn more about how unclaimed property can affect your company and what are your company’s options at the Unclaimed Property Workshop at the American Fraternal Alliance’s Annual Meeting in Hollywood, FL.  I look forward to seeing everyone at the meeting!

To attend this exciting workshop, simply register for the 2013 Alliance Annual Meeting by clicking here.  

Download the complete program by clicking here.

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