named programs · 2 · from sources
What they call their work
Educational Outreach
Provides training, seminars, and professional development programs for independent insurance agents in New Hampshire.
Promotional Campaigns
Runs statewide initiatives to promote the value of independent insurance agencies to consumers and policymakers.
activities · 1 group
What they do
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Insurance Industry Trade Association 1 activity
- Promoting the independent insurance agency systemEngages in educational and promotional efforts to support and advance the independent insurance agency system in New Hampshire.
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financials · form 990 · fy2025
revenue
Total revenue$72K
Contributions & grants$00%
Program service revenue$55K77%
Investment income$17K23%
Other revenue$0
expenses
Total expenses$83K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$0
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$278K
Cash$22K
Investments$254K
Liabilities$19K
Net assets$259K
Liquid reserves39.7 mo
6 years on record · 2020–2025 · YoY revenue -4.7%
leadership · form 990 part vii · fy2025
Who runs it
board members · 13
- ALEX KAPILOFF — SECRETARY/TREASURER
- ANTHONY INVERSO — DIRECTOR
- BRUCE BERKE — LIAISON
- CASEY HADLOCK — PRESIDENT
- ERIK LIGUORI — DIRECTOR
- JEFFREY FOY AAI — VICE PRESIDENT
- JOHN OBREY — ACTIVE PAST PRESIDENT
- KEITH T MAGLIA — IMMEDIATE PAST PRESIDENT
- LISA NOLAN CPCU — ACTIVE PAST PRESIDENT
- LORI SHERMAN — DIRECTOR
- LYLE W FULKERSON JD — NATIONAL DIRECTOR
- PAUL RILEY — DIRECTOR
- SIMON THOMSON — LIAISON
strategies · 1
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Advancing the independent insurance agency model through public and industry educationmethodology: education_and_promotionBy conducting education and promotion campaigns targeted at the public and industry stakeholders, we strengthen support and adoption of the independent insurance agency model in New Hampshire, because informed stakeholders are more likely to engage with and advocate for this model.