2017 Membership Form

Call2Kinder Dates Announced

The Call2Kinder Management Teleseminar Series, featuring Garry Kinder, is available free of charge to FFMA members. Handouts for the seminars will be sent in advance of each call by e-mail and will also be available on this website. The seminar is offered FREE OF CHARGE to FFMA members.

Tuesday, October 10th – Building a High-Performing Team (Download Handout)

November 7 – Recruiting Winners Who Win
December 12 – Getting Agents Off to a Fast Start

2017 Membership Form

Free Kaplan CE Credits

Free Continuing Education is another member benefit of NAFIC!

Your Free CE!  NAFIC has partnered with Kaplan Financial Education to provide insurance Continuing Education (CE) for our members.  No  separate registration or User Name/Password required; by simply logging into this NAFIC Member’s Only section, you will create or connect to your account on Kaplan’s system.   NOTE: This can only be accessed through the NAFIC Website

  1. Go to the NAFIC website, Log in and Click on the Portal button.
  2. On Kaplan Financial EducationPortal Home, choose “Browse Offerings.”  You only have to do Steps 3-7 once per year.
  3. Select your State of licensing.
  4. Select “Total Access CE: Life & Health” and add to the Shopping Cart.
  5. Review your order and Proceed to Checkout.
  6. You may have to enter your Shipping Address as required by Kaplan, even if you are doing online courses.
  7. Place Your Order, you will receive a Confirmation Number.  You pay nothing.
  8. Return to the “Portal Home” screen and choose “Access Your Courses”
  9. Browse the course offerings and press “Launch” to begin a course.
  10. NOTE: If your state charges an individual credit registration fee, you will be charged this amount separately at the time of completion.
2017 Membership Form

Rogelio Cabral Elected President

Ro PhotoRogelio Cabral Elected President

Rogelio Cabral or “Ro” as his friends call him was elected President of the FFMA at the meeting in in Tempe,  AZ.   He was born in Mexico and move to United States in 1979.  Coming from an Immigrant family, he admits, the beginning was a bit rough.  However, he was fortunate to overcome challenges of living in the USA and humbled to where he is today.  He graduated from the University of Milwaukee in 1993 with BBA in Finance.  Through his early years, he was heavily involved in many sports including Boxing.  “I was blessed with the ability to compete at a high level in Boxing.  One national championship and finished runner-up 3 other times at the national level.  14 State and Regional Championships as well as represented the United States in 5 international competitions”.

He has been in the Financial Service Field since 1993.  Two years later, he moved to the frontline as a Personal Banker in a branch setting and worked there for a year and a half.  From there he was promoted to Relationship Banker and acquired his Life and Health Insurance license as well as his Securities Licenses Series 6 and 63. In 2000, he was the sole representative from the state of Wisconsin to be invited to the National Retail Investment Conference for personal production in all areas of retail, banking services, loans, investments and convenience products.  He then was promoted to Investments Advisor in 2000 and continued to work for Chase until 2003.

He joined Catholic Knights in June of 2004 and began to work on setting up the foundation for a Hispanic Agency that he began to build in January of 2005. He was able to surround himself with a solid group of Advisors.  Together, with the hard work and support of a great team as well as recognition from the Home Office Management team, the Hispanic Agency has 16 advisors working the greater Milwaukee, Madison and Green Bay, WI and Greater Chicago Area.

In 2011 he was promoted to Vice President of Sales at Catholic Financial Life (formerly known as Catholic Knights/Catholic Family).

One of the proudest fraternal accomplishments over the last 13 years, has been to raise over $150,000 in local events supporting the community, Catholic schools, and parishes.  He states that “working with our branch system and with the support of Advisors, we will continue to give back to our local Catholic community”.

His personal accomplishments are numerous, but the ones that stand out are Advisor related.  He was Rookie of the Year 4 consecutive years, Life Producer of the Year, 100 Lives producer, Presidents Club, VP Club and Directors Club Qualifiers. Ro is Life and Health Insurance Licensed, Securities License Series 6, 7, 63, 26 and is a FIC, Fraternal Insurance Counselor.

2017 Membership Form

Spencer Owen elected to the Board of Directors

OLYMPUS DIGITAL CAMERASpencer Owen elected to the Board of Directors of the FFMA

Spencer Owen was elected to the Board of Directors of the Fraternal Field Managers Association (FFMA) at their May 10 Meeting in Charleston SC. Spencer will replace Elvis Anderson who will retire after 30 years in the Fraternal Insurance Industry.

Spencer Thomas Owen serves WoodmenLife as Vice President, Sales, having previously served as Director, Sales Management. Prior to that, Owen served as Nebraska/Iowa Regional Director from April 2011 until October 2012.

Owen began his WoodmenLife career as a Representative in November 1995 and was promoted to Recruiting Sales Manager in 2000. He was named Rookie Recruiting Sales Manager for Texas Southwest in 2000, Recruiting Sales Manager of the Year for Texas Southwest in 2005 and Recruiting Sales Manager of the Year for Texas in 2006. In July 2009, Owen became Texas Southeast Regional Director, and was named Rising Star Regional Director for 2010.

Owen is also a Financial Representative with Woodmen Financial Services. He is a member of NAFIC and has earned his FICF designation. He is also a member of General Agents and Manager Association (GAMA), and has been elected to serves on the Board of the Fraternal Field Managers’ Association (FFMA).

Owen is a member of Alpha Chapter 16 in Omaha, NE, and Chapter 6011 in Council Bluffs, IA. In his free time he enjoys golf, spending time with his family and traveling. He and his wife, Shelly, have three girls, Tiffanie, Deborah and Alaney.

2017 Membership Form

Thomas Schisler elected Secretary

Schisler TomThomas Schisler elected Secretary–Treasurer of the Fraternal Field Managers Association (FFMA) board of directors.

 Tom will succeed James R. Pearson, Woodman of the World, and will assume this position May 2016.

Thomas Schisler began his career with the Catholic Aid Association (now Catholic United Financial) September 1, 1987 as a Field Representative in the southern part of Minnesota.  In 1990, Tom was asked to take over an agency in the southern suburbs of Minneapolis.  Tom built a successful business for himself and Catholic United earning numerous awards including the Presidents Club award (multiple) and the Presidents Conference (multiple).  Tom also earned the Catholic United FIC of the Year Award in 1994.  Tom was active in the fraternal side of the business helping to start 3 new Catholic United Councils in his service area between 1990 and 1997.

In 1997 Tom was asked to consider a management position with Catholic United.  On September 1, 1997 he moved his family to St. Cloud Minnesota and began his management career.  Tom successfully grew the region in both representatives and production.  Tom again earned the Presidents Club and Conference awards as a Regional Manger.

In February 2002 Tom was asked to become the Director of Sales for Catholic United Financial.  As Director of Sales, Tom has assisted in developing Catholic United’s first full time trainer and the hiring of the company’s first full time recruiter.  Since Tom has been Director of Sales, Catholic United has seen a steady increase in life insurance premium and annuity premium.  Tom works with his team of Regional Managers to train the sales force to represent Catholic United in the best possible way.  Tom is also on the Executive Team, Corporate Contributions Committee, and Strategic Leadership Team at Catholic United Financial.

Tom was active in the MNFIC as a board member for 4 years and was on the Central MN NAIFA Board as IFAPAC Chair for three years.  Tom went through the chairs of the FFMA completing his term as President in 2013.

Tom’s designations include: FIC, FICF, CLF, LUTCF and AMTC

AAS Degree University of Minnesota

BS Degree Minnesota State Mankato

Various executive management and leadership courses from St. Thomas University Chicago Booth School, Carlson School of Management and others.

Tom is married to his wife Clare (30 years) and has 2 daughters, Melissa is a 6th grade English teacher and Mariah is a Business Analyst at Kwik Trip.  Tom enjoys: traveling, cooking, entertaining, golf, and hunting when he has the time.

Tom and Clare are members of St. Ambrose Catholic Church in Woodbury MN where they are active in the Cana Ministry, Men’s Club and other volunteer activities.  Tom was a Catholic School board member for 6 years and is currently the Finance Chair at the parish.  He enjoys volunteering at a variety of activities including pancake breakfasts, roadside cleanup, parish landscaping and other events.

2017 Membership Form

Greg Felton Elected President

Felton2012 003 resizedGreg Felton elected President of the Fraternal Field Managers Association

Greg has more than 30 years of insurance experience. He has been an agent, manager, corporate trainer and is currently the National Sales Director for National Slovak Society/NSS Life. Greg has served as president of his local NAIFA, National Association of Insurance and Financial Advisors chapter.  Greg has also served as President of the Pittsburgh chapter of the Society of Financial Service Professionals (FSP). In addition to being the newly elected President of FFMA, Fraternal Field Managers Association he is also serving as the President of the Fraternal Societies of Greater Pittsburgh.

Greg is married, has three grown children and one grandson. He can be reached at gfelton@nsslife.org

2017 Membership Form

Steward D. Lyman confirmed as Board member

Lyman, StewSteward D. Lyman, LOMA, CLU, FIC, LUTA, FICF, CLF elected to Fraternal Field Manager’s Association Board

The Fraternal Field Manager’s Association confirmed Steward D. Lyman as a Board member at their May 12 meeting in San Antonio, Texas

Stew Lyman is a divisional field manager in the Field Development Department at Modern Woodmen of America, a fraternal financial services organization based in Rock Island, Ill.

Mr. Lyman joined Modern Woodmen in 2001 as a field representative before taking over his current position in 2003.

In his position, Mr. Lyman provides consultative support to regional directors and managing partners on recruiting, training and supervision. He conducts management training schools and conferences and develops recruiting and supervision materials.

He earned a bachelor’s degree in education from The Citadel, The Military College of South Carolina in Charleston. He has earned his Chartered Leadership Fellow and Fraternal Insurance Counsellor designations and is series 7, 63 and 65 registered.

Stew, his wife, Cheryl, and their two children live in Moline, Ill.

2017 Membership Form

2013-2014 Officers announced

Please join us in welcoming the 2013-2014 Fraternal Field Managers’ Association Officers.

JoeresizedJoe Martinez, Jr. – President
Vice President, Agencies
Knights of Columbus
1 Columbus Plaza
New Haven, CT 06510
Phone: (203) 752-4262


Mark Dean Color Photo resizedMark Dean – Past President
Director, Business Development Consultant
Financial Consulting Group
Thrivent Financial for Lutherans
625 Fourth Avenue S.
Minneapolis, MN 55415
Phone: (612) 844-6818

Head Shot TEA resizedTom Adamson – Past President
Vice President Sales
Catholic Order of Foresters
355 Shuman Boulevard, PO Box 3012
Naperville, IL 60566
Phone: (630) 983-4917

Pearson_James_713 resizedJim Pearson – Executive Secretary/Treasurer
Director of Field Education
Woodmen of the World
1700 Farnam St.
Omaha, NE 68102
Phone: (402) 271-7250


Anderson_Elvis_912 resizedElvis O. Anderson, FICF
Sr. Vice President, National Field Manager
Woodmen of the World
1700 Farnam St.
Omaha, NE 68102
Phone: (402) 997-7910


Barnes Pat_06 resizedPatrick J. Barnes, FLMI, CLU
Chief Marketing Officer
Modern Woodmen of America
1701 1st Avenue
Rock Island, IL 61201
Phone: (309) 786-6481


Felton2012 003 resizedGreg Felton, CLU, ChFC
National Sales Director
National Slovak Society of the USA
351 Valley Brook Road
McMurray, PA 15317
Phone: (724) 731-0094


Greg-Sloan- 2013 resizedGreg Sloan, FIC
Western Canada Senior Regional Director
FaithLife Financial
45 Dalkeith Dr., Unit 1, Upper
Branford, ON N3P 1M1
Phone: (519) 752-2224


Cabral resizedRogelio Cabral
Vice President of Sales
Catholic Financial Life
1100 W. Wells St.
Milwaukee, WI 53233
Phone: (414) 278-6590

2017 Membership Form

Fraternal Field Managers’ Association to hold first ever Annual Meeting

3555 S Ocean Dr  Hollywood, FL 33019
Westin Diplomat Resort & Spa
3555 S Ocean Dr Hollywood, FL 33019

HOLLYWOOD, Fla. — The Fraternal Field Managers’ Association is pleased to announce that the first ever annual meeting will take place on Sept. 5, 2013 in conjunction with the American Fraternal Association Annual Meeting at the Westin Diplomat Resort & Spa in Hollywood, Fl. The meeting will run from 2:30 to 3:30 p.m. at the resort, and will include remarks from Past President Mark Dean and incoming President Joe Martinez.

The inagural FFMA Annual Meeting will provide an open forum for the FFMA board to update representatives of FFMA member societies on the many benefits of membership in the organization. The meeting will also serve as an opportunity for any representative to ask questions about the FFMA and its various programs, as well as provide a venue to seek input as to what needs may be met or supported by the FFMA to their field managers and leaders.

For more information about the American Fraternal Association Annual Meeting, please visit their website.