ASBO International Strategic Partner
As education in America is rapidly changing, American Fidelity provides a different opinion. Rather than using a one-size-fits all approach, they draw from their deep understanding of the unique needs of education professionals.
With over 50 years of specialized experience serving more than 3,100 school districts nationwide, American Fidelity is always seeking new ways to help your employees and you. As the proud sponsor of the Annual Meeting & Expo workshops, American Fidelity helps school business officials learn how to best meet the specific needs of their districts.
From Section 125 Plans to 403(b) Plan Administration Services and Patient Protection and Affordable Care Act (ACA) guidance, American Fidelity’s expertise and experience in your field can be a valuable resource to your district, helping you and your employees maximize tax savings and manage costs associated with various benefits.
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Strategic Partner Spotlight
Kim Pugliese, American Fidelity
Healthcare reform is certainly a hot topic in the United States, and it’s likely one that keeps school business officials awake at night. Luckily, dedicated professionals from American Fidelity Assurance Company are on hand to keep them up-to-date on the latest changes and policies.
Vice President and Eastern Regional Director Kim Pugliese joined American Fidelity 22 years ago after obtaining her degree in marketing and business administration. While her role has changed over the years—beginning with customer service, later working directly with schools, and eventually managing regions—she remains loyal to upholding one of the company’s core values: eliminating administrative burdens for its customers.
Founded in 1960 in Oklahoma, American Fidelity initially offered a variety of voluntary insurance policies. It has grown considerably since then, providing Section 125 plan services, flexible spending accounts, and of course, healthcare reform guidance, as well as a broad portfolio of supplemental insurance benefits designed specifically for the education market. The company has a presence in 49 states and serves more than one million customers.
Kim points out that what makes American Fidelity unique is that school districts are its sole customers. “This is our market, every day,” she says.” To that end, the company is especially tuned in to its customers’ needs, and what they often need the most is explanations regarding the seemingly ever-changing world of healthcare.
“We got our start with Section 125,” Kim says, so this is often an area where American Fidelity advisors keep customers informed of changes. To guide employers through Affordable Care Act (ACA) regulations, the company issues regular bulletins and hosts webinars, and its website has an ACA compliance section. “We want to be their trusted resource to help them through these issues,” Kim says. “That’s our main focus.”
But American Fidelity goes the extra mile, helping educators prepare financially for their future through various means, including 403(b) annuities and various insurances. They even act as an extension of school district benefit departments, educating employees on all of their benefits—health, vision, dental, etc.—even if it’s not an American Fidelity plan. “Schools don’t have time or resources to do that, so we learn about plans and communicate with customers,” Kim says.
American Fidelity partnered with ASBO International in 2009 and became a Strategic Partner in 2012. The company sponsors the Annual Meeting & Expo workshops and is especially delighted to present a workshop or two of its own each year. While the content varies, it’s always healthcare-related, and may include discussions about the ACA, healthcare savings accounts, flexible savings accounts, and the like.
Information is presented clearly and concisely, which is likely why these sessions are consistently popular with ASBO members! “It’s important for us to be a part of ASBO so we can know and understand the issues that school business officials are facing,” Kim says.