Seminar Addresses
Dealing with Change
What do managing lodge activity, continuing education, keeping up on legal matters, and customer service improvements all have in common?
They are topics that fraternal benefit societies are focusing on to remain viable entities, attractive to consumers, and in tune with 21st Century industry regulations.
These were some of the highlights of the 2006 Annual Convention of the Wisconsin Fraternal Congress and Wisconsin Fraternal Insurance Counselors September 28-29 at the Best Western Bridgewood Resort Hotel in Neenah, Wisconsin.
Two afternoon educational sessions were available for attendees. The first featured Wisconsin Attorneys Mark Rogers and Wayne Wilson discussed changes in Medicaid planning, long-term care, and IRAs following the Deficit Reform Act of 2/2006. The second session included NFCA General Counsel Todd Martin sharing legal requirements for fraternal lodge websites, nontraditional lodges, and lodge regulations.
WFC Lodges of the Year
1st Place
Catholic Order of Foresters
St. Lawrence Court 1190
Stangelville, WI
2nd Place
Catholic Knights
Branch 40
Waukesha, WI
3rd Place
Knights of Columbus
Council 7775, Cottage Grove, WI
WFIC Hall of Fame
Steve Schultz, FICF
Catholic Family Life Insurance
Steve has been selling fraternal life insurance for 30 years. He has qualified for MDRT for eight years, Court of the Table for four years, as well as reaching Top of the Table in 2005. He has consistently qualified for Catholic Family’s Presidents Council award.
WFIC of the Year
Kim Vogel, FIC, LUTCF
Thrivent Financial for Lutherans
Kim Vogel has been employed with AAL and Thrivent for 22 years. His designations and achievements are many, including LUFCF, FIC, Series 6 and 63, Million Dollar Round Table, NAIFA member and award recipient, NAFIC member and President’s Production award recipient.
Dan Lloyd, President and CEO of Catholic Family Life Insurance address delegates as NFCA Secretary/Treasurer.
Wisconsin State Representative Dean Kaufert presented the legislative report.
Roundtable participants discussed a number of topics including "Keeping the Fraternal Spirit Alive" and recruiting young volunteer leaders.
New for 2006 was a casino night and Charity golf outing with proceeds benefitting the UW Health Organ Procurement Organization.