Organizations Filed Purposes:
EDUCATE THE GENERAL PUBLIC AND POLICY OWNERS, BENEFICIARIES AND OTHER APPROPRIATE CONSTITUENCIES OF THE VALUE OF THE SERVICES OF PROFESSIONAL INSURANCE PROFESSIONALS; AND TO EDUCATE THE PUBLIC OF THE SIGNIFICANT AND ESSENTIAL ROLE THAT THE LIFE AND HEALTH INSURANCE INDUSTRY AND ITS PRODUCTS PLAY IN A SOUND SOCIAL AND ECONOMIC SYSTEM.
TO EDUCATE THE PUBLIC ABOUT THE INSURANCE PRODUCTS AND THE VALUE OF SEEKING PROFESSIONAL ADVICE.
LIFE LESSONS - QUALIFIED ENTRANTS WHO SUBMITTED ESSAYS OR VIDEOS ABOUT HOW THE DEATH OF A PARENT OR GUARDIAN IMPACTED THEIR LIVES WERE BE ELIGIBLE FOR THE SCHOLARSHIP MONEY.IN 2019, THE FUND PROVIDED SCHOLARSHIPS IN THE AMOUNT OF $215,745 TO A TOTAL OF 29 STUDENTS.
ONLINE PROGRAM - THIS CONSUMER WEBSITE CONTAINS INFORMATION THAT ANSWERS QUESTIONS ABOUT LIFE, HEALTH, AND DISABILITY INSURANCE. IT IS A USEFUL RESOURCE FOR PEOPLE WHO WANT TO EDUCATE THEMSELVES ABOUT THEIR NEEDS, OPTIONS AND ACCESS. THE SITE CONTAINS BASIC INFORMATION ABOUT EACH TYPE OF INSURANCE NEEDS, CALCULATORS, QUIZ QUESTIONS AND A GLOSSARY. CYBER PUBLIC RELATIONS EFFORTS HELPED DRIVE A GREATER NUMBER OF VISITORS TO THE SITE. THE SITE HAS BEEN UPDATED AND REVISED TO BE MORE USER-FRIENDLY AND CONTAIN NEW INFORMATION ABOUT INSURANCE.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
| Howard Sharfman | DIRECTOR | 0.5 | $0 |
| Barb Pietrangelo | DIRECTOR | 0.05 | $0 |
| Michelle Pedigo | DIRECTOR | 0.5 | $0 |
| Erik Miller | DIRECTOR | 0.5 | $0 |
| Terry K Headley | DIRECTOR | 0.5 | $0 |
| Kim Harding | DIRECTOR | 0.5 | $0 |
| Bengie Goff | DIRECTOR | 0.5 | $0 |
| Shervin Eftekhari | DIRECTOR | 0.5 | $0 |
| Pj Doyle | DIRECTOR | 0.5 | $0 |
| Bill Cuff | DIRECTOR | 0.5 | $0 |
| Matt Coleman | DIRECTOR | 0.5 | $0 |
| Kelly Anonson | DIRECTOR | 0.5 | $0 |
| Mike Weintraub | TREASURER | 0.5 | $0 |
| Kim Harding | SECRETARY | 2.5 | $0 |
| Jon M Voegele | CHAIR-ELECT | 2.5 | $0 |
| Robert Garneau | PAST CHAIR | 2.5 | $0 |
| Thomas Currey | CHAIR | 2.5 | $0 |
| Brian Ashe | EVP | 10 | $0 |
| Faisa Stafford | PRESIDENT AND CEO | 10 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202033029349301668_public.xml