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Assured Life Association, on Accounting 2020 | SPRING ISSUE | VOLUME 128 | NO. 1 LIFEASSURED Society Mourns the Loss of Rodney D Kellenberger November 15, 1947 – December 9, 2019 It is with deepest regret and sorrow that we Rod graduated from Fresno State University with inform you of the death of Rodney D Kellenberger, a major in Business Administration and minor in Past Director of Assured Life Association, on Accounting. He served as a Vietnamese Linguist December 9, 2019. in the US Army from 1969-1973. In 1974 he was employed with Spreckels Sugar Company where he Rod served on the Board of Directors for Assured served as Controller until April of 2009 when he Life Association from September 1998 until January retired. During his career, Rod was responsible for 1, 2018 when he retired from his Board duties; 16 all accounting functions for the company, including of those years Kellenberger served as Chair of budgeting and financial analysis. the Audit Committee. “ Social Security Benefits When Returning to Work pages 6-8 If you have already reached full When to Start retirement age (FRA) when you Medicare claim benefits and/or return to work, pages 11-13 then you can earn any amount Member Benefits “without penalty. Update page 6 pages 14-15 LIFE ASSURED 2 SPRING ISSUE REMEMBERING Continued from cover Rod also served on the Boards of Spreckels Credit Union and Central Valley YMCA; was Past President and Vice President of the Clovis Fresno Y’s Men’s Club; and was past Y’s Men Regional Director for the Pacific Central Area. Rod was member of the Sierra Camp 961 of Assured Life Association where he was a camp officer for many, many years. He received recognition from Assured Life for his Rodney D Kellenberger fraternal efforts, including Fraternalist of the Year in 1983. November 15, 1947 – December 9, 2019 MEMBER NOTICE – ARTICLES & BYLAW AMENDMENTS Any amendments to the Society’s Bylaws or the Articles may be proposed by any Benefit Member, the Board of Directors, the Committee on Legislation or Chapter of the Society no later than June 30, 2020. Such proposed amendments must be sent to the Committee on Legislation for its recommendation and report to the Benefit Members of the Society. Please send any proposed amendments to Society Bylaws or Articles to: Diane L Muller, Secretary The deadline for submission PO Box 3169 is June 30, 2020. Englewood, CO 80155-3169 [email protected] PLEASE ADDRESS MAGAZINE CORRESPONDENCE TO: BOARD OF DIRECTORS OFFICERS LIFE ASSURED Tanya S. Unrein, Chair Gary R. Wheeler, President/ ASSURED LIFE ASSOCIATION 875 Condor Rd. Eaton, CO 80615-9002 Treasurer PO Box 3169 Charles Cloud Windsor, Colorado Englewood, CO 80155-3169 1045 High St. Gladstone, OR 97027 800-777-9777 Ext. 3810 [email protected] Lance C. Foreman 1-800-777-9777 2748 Black Canyon Way Castle Rock, CO 80109 [email protected] Diane L. Muller, VP Operations/ Ernest T. Giambra Secretary 4 Belleview Blvd., Unit 301 Belleair, FL 33756 Littleton, Colorado ONLINE RESOURCES Billy B. Hill Jr. 800-777-9777 Ext. 3830 4117 Canoas Dr. Austin, TX 78730 [email protected] Society Website www.assuredlife.org Douglas H. Oury Jerome L. Christensen P.O. Box 418 Tabernash, CO 80478-0418 Vice President Society Blog Castle Rock, Colorado assuredlife.org.wordpress.com Chris A. York 207 Walden Ridge Dr. Hinckley, OH 44233 800-777-9777 Ext. 3820 Facebook Page [email protected] facebook.com/assuredlifeassociation Email Board Members at: [email protected] LIFE ASSURED 3 SPRING ISSUE 2020 NOMINATING COMMITTEE REPORT In accordance with Section 8 of the Bylaws for volunteering. Since 2008 he has provided relief to the Assured Life Association, a Nominating Committee homeless in the Greater Portland area through various was established in 2017 to serve a four-year term, fund-raising efforts and non-profit organizations, 2017 - 2020. The Nominating Committee members are providing sleeping bags, hats, socks, clothing, and Charles Hokanson, Jr., Chair, David Boyes, Susan toiletries. Sawka, and Gary Wheeler, President, and ex-officio Douglas H. Oury, Tabernash, Colorado - incumbent non-voting member. Douglas H. Oury has been a member of the Assured The Nominating Committee received four applications Life Association Board of Directors since July 2004 and for the four board positions up for election in 2020. After served as Chairman of the Board from September 2008 careful review and consideration, the four applicants to March 2017. Oury has also served on the Executive were nominated by unanimous vote. The Nominating Committee and Audit Committee since July 2004. Committee nominates the following candidates for election as Director for Assured Life Association. Oury obtained a Bachelor of Science degree in Business Administration with an emphasis in Accounting from Charles R. Cloud, Gladstone, Oregon - incumbent Colorado State University in 1977. Oury also obtained Charles R. Cloud has been a member of the Assured Life the Fellow, Life Management Institute (FLMI) and Master Association Board of Directors since September 2008, FLMI certifications in 1988 and 1992, respectively. has served on the Audit Committee since September 2008, and as Chair of the Audit Committee since Oury began his professional career in the life insurance January 2015. industry, working over 22 years in insurance. He worked for two fraternal benefit societies during that time, Cloud obtained a Bachelor of Science degree in Assured Life Association and WSA Fraternal Life, and Mathematics from Alma College in 1980 and took served in various officer and management positions several life insurance industry courses and exams over for the companies, including Chief Financial Officer, the years, including actuarial exams. Secretary, Treasurer, and Controller. Oury also served on the board of WSA Fraternal Life. Cloud spent 18 years of his professional career in the insurance industry. During that time, he worked for Oury brings experience in corporate governance, several life and annuity companies, including a fraternal finance, accounting, and life insurance. He has a benefit society for five years, Neighbors of Woodcraft. comprehensive understanding of insurance products Cloud held the positions of Chief Financial Officer, and financial analysis from his years working in the Secretary, Treasurer, and Actuary in the insurance insurance industry. industry. Cloud also served on the Board of Directors of Neighbors of Woodcraft and was a member of the Oury is currently a small business owner in Winter Executive Committee. Park, Colorado. Cloud brings experience in corporate governance, Tanya S. Unrein, Eaton, Colorado - incumbent finance, accounting, life insurance, and fraternalism. Tanya S. Unrein has been a member of the Assured Life He has a comprehensive understanding of insurance Association Board of Directors since July 2004 and has products and financial analysis from his years working in served as Chair of the Board since March 2017. Unrein the insurance industry. has also served on the Executive Committee since September 2008. In retirement Cloud devotes much of his time to LIFE ASSURED 4 SPRING ISSUE Unrein obtained her Bachelor of Science degree in Chris A. York, Hinckley, Ohio - incumbent Nursing from University of Colorado Health Science Chris A. York has been a member of the Assured Life Center in 1995, and her Master of Science, Nursing, Association Board of Directors since June 2014 and Family Nurse Practitioner from University of Northern has served on the Audit Committee since March 2018. Colorado in 2007. Unrein also obtained the Fellow, York obtained a Bachelor of Science degree in Life Management Institute (FLMI) and several other Advertising from the University of Texas, Austin in 1976. life insurance industry certifications and nursing certifications over the years. York has spent 39 years of his professional career in the senior life and health insurance industry. He began his Unrein has over 15 years of experience in the life career as a life insurance agent before being promoted insurance industry. During that time, she worked for a to Vice President of Marketing. Over the course of his stock life insurance company and a fraternal benefit career York has held the positions of Vice President/ society, Assured Life Association, before going back Chief Marketing Officer, Vice President of Operations, to the medical field. Unrein was the Medical Underwriter Vice President of Career Operations, President of for both insurance companies and held the positions Brokers Interstate Group, and Vice President of Sales of Manager in claims, new business, policy accounting, and Operations. York has previously served on the Board and customer service departments. of Directors of an insurance holding company. Unrein brings experience in corporate governance, York brings experience in corporate governance, finance, accounting, insurance, and fraternalism. She finance, insurance, sales, and marketing. He developed has a comprehensive understanding of life and health the sales and administrative processes for the nation’s insurance products, insurance compliance, sales training, largest privately-owned senior life and health insurance and statutory accounting principles from her years marketing company’s most successful venture to working in the industry. Unrein has also demonstrated date, Medicare Part D. He has extensive experience an active involvement in the fraternal affairs through her in insurance sales and marketing, as well as product participation in local community service projects with
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