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Page 1: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

www.nafic.org

Page 2: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

Fraternal History

“Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868

Introduced a Lodge System to provide opportunities for social interaction, lessons in brotherhood and upright living, and insurance protection for members and dependents

Page 3: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

Fraternal Benefit Societies were

established by and for people who had

a common bond or background

Page 4: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

5 Categories of Common Bonds in Today’s Fraternal Benefit Societies

Religious

Occupational

Ethnic

General

Physical Condition

Page 5: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

The Common Bond ofFraternal Benefit Societies

is Defined by Three Elements

Fraternal Purpose

Group Identity

Group Activity

Page 6: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

Fraternal Purpose

“There must be a purpose of a fraternal benefit society directed toward improvement

of lives of members that goes beyond the mere offering of insurance coverage.”

Page 7: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

Fraternal Benefit Societies Today

Over 90 Fraternal Benefit Societies in the U.S. and Canada

70 are members of the American Fraternal Alliance (AFA)

Page 8: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

Fraternal Benefit Societies

Represent nearly 10.5 million individuals Volunteer more than 92.5 million hours of

community service. Contribute more than $414 million to charitable

programs supporting community service projects.

Page 9: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

NAFIC History

In February of 1937, the Fraternal Field Managers Section of the National Fraternal Congress of America created the Fraternal Insurance Counselor (FIC) course of study.

By the end of that year, 113 agents had graduated from the course.

Page 10: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

NAFIC History

In 1950, the FFMA organized the National

Association of Fraternal Insurance

Counselors. There were four primary

purposes for the NAFIC.

Page 11: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

NAFIC Purposes

To enable members to exchange ideas pertaining to fraternal field work.

To promote educational activities for the benefit of members and other fraternal field workers.

To cooperate with the FFMA in improving the Fraternal Sales Training Program.

To work for the betterment of the Fraternal System.

Page 12: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

NAFIC History

In 1983, the FFMA introduced an Advanced Fraternal Sales Designation.

In 1985 this became known as the Fraternal Insurance Counsellor Fellow (FICF) designation.

Page 13: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

Member Benefits

“The FIC Perspective” Free and Discounted Online CE Virtual Sales Assistant Library Annual Convention State Chapter Meetings Code of Ethics

Page 14: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

Member Benefits

Awards for Recognition of Production and Quality Service

Personal Prestige Approved MDRT Association

Page 15: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

Code of Ethics

Preamble: As a fraternal life underwriter, I will maintain the utmost professional

standards toward my members and at the same time maintain a position of trust and

loyalty to my Society.

Page 16: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

Mission Statement

Serve Fraternal Insurance Agents who have achieved the

Fraternal Insurance Counselor designation (FIC)and the Fraternal Insurance Counselor Fellow

Designation (FICF).

Page 17: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

The NAFIC shall promote professionalism through continuing education;

award the FIC for Quality Production and Persistency;

help develop, maintain and financiallysupport state chapters;

Pursue increased membership;encourage all to live by the

Fraternal Doctrine of belief in God,family and country,

as well as belief in service to humanity.

Page 18: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

Created in 2012 as a 501(c)3 Charitable Foundation

The Mission of the Foundation predates its existence through the work of NAFIC

Page 19: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

Organizations that have been supported include:

Boys Town which received $18,500 in 2010.

Childplace Inc. receiving $23,000 in 2011.

The Playmakers received $21,600 in 2012

The Matthew Reardon Center for Autism receive $20,395 in 2013

The 2014 Charity – The Wounded Warrior Project - will receive over $22,500

Page 20: Www.nafic.org. Fraternal History  “Ancient Order of United Workmen” was founded by John Upchurch, October 27, 1868  Introduced a Lodge System to provide

www.nafic.org