James (Jim) E. Hohmann is interim Chief Executive Officer of FBL Financial Group. He joined FBL in 2009, with over 30 years of experience in financial services. Most recently, Hohmann was President and CEO of Allstate Financial with executive accountabilities for 15 Allstate affiliates including Allstate Life Insurance Company, Allstate Bank, Allstate Workplace and Allstate Institutional Markets. Prior to that, Hohmann was President and Chief Operating Officer at Conseco, Inc.; President and CEO of XL Life and Annuity; and President, Financial Institutions, for Zurich Kemper Life. Hohmann also worked for nearly 13 years for business consulting practices: Tillinghast/Towers Perrin where he was Managing Principal of the Chicago Life operations, and KPMG Peat Marwick. A Fellow of the Society of Actuaries, and a Member of the American Academy of Actuaries, Hohmann began his career as a life insurance actuary. Hohmann has a bachelor's degree in mathematics from Northwestern University, and earned his MBA from the University of Chicago graduating with High Honors. Hohmann has been a member of the Board of Directors of the American Council of Life Insurers, and serves on the board of OMNI Youth Services in Chicago.
| Date | Type | Shares Traded | Price Range |
|---|---|---|---|
| Nov 1, 2009 | Disposition (Non Open Market) | 2,627 | 20.15 |
| Oct 1, 2009 | Disposition (Non Open Market) | 2,623 | 18.06 |
| Sep 1, 2009 | Disposition (Non Open Market) | 2,642 | 16.11 |
| Aug 1, 2009 | Disposition (Non Open Market) | 2,626 | 9.81 |
| Jul 1, 2009 | Disposition (Non Open Market) | 2,621 | 8.67 |
| Jun 1, 2009 | Disposition (Non Open Market) | 3,211 | 7.92 |
| May 1, 2009 | Disposition (Non Open Market) | 3,500 | 5.60 |
| Apr 29, 2009 | Acquisition (Non Open Market) | 72,464 | n/a |
Jim Brannen, Chief Financial Officer, Chief Administrative Officer and Treasurer of FBL Financial Group, is a graduate of the University of Iowa with a major in accounting. He joined FBL in 1991 and held various positions in the tax and accounting areas prior to being named to Vice President - Finance in 2000. He was promoted to Chief Financial Officer and Chief Administrative Officer in 2007. Brannen chairs the Asset/Liability Committees of the Life Insurance Companies, and the Corporate Compliance Committee.
Prior to joining FBL, Brannen worked primarily on corporate tax matters for insurance companies for Ernst & Young. Brannen is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants.
He is also active in civic and industry organizations. Brannen is currently president of the board and chairman of the executive committee of non-profit enterprise Children and Families of Iowa. He is a past member of the boards of American Parkinson Disease Association - Iowa Chapter and Junior Achievement of Central Iowa and served on the tax committee for the National Association of Independent Insurers.
| Date | Type | Shares Traded | Price Range |
|---|---|---|---|
| Feb 17, 2009 | Acquisition (Non Open Market) | 573 | n/a |
| Feb 17, 2009 | Disposition (Non Open Market) | 129 | 6.66 |
| Aug 26, 2008 | Acquisition (Non Open Market) | 1,800 | 21.14 |
| Feb 19, 2008 | Acquisition (Non Open Market) | 1,051 | n/a |
| Feb 19, 2008 | Disposition (Non Open Market) | 330 | 31.46 |
| Feb 20, 2007 | Acquisition (Non Open Market) | 1,172 | n/a |
| Feb 20, 2007 | Disposition (Non Open Market) | 380 | 40.36 |
| Jan 16, 2006 | Acquisition (Non Open Market) | 4,069 | n/a |
| Dec 19, 2005 | Disposition (Non Open Market) | 150 | 31.49 |
| Mar 3, 2005 | Option Execute | 3,097 | 8.75 |
| Feb 23, 2005 | Sell | 4,159 | 28.00 |
| Feb 23, 2005 | Option Execute | 4,159 | 8.75 - 23.00 |
| Jan 17, 2005 | Acquisition (Non Open Market) | 1,708 | n/a |
| Dec 2, 2004 | Disposition (Non Open Market) | 200 | 28.48 |
| Feb 27, 2004 | Disposition (Non Open Market) | 200 | 28.79 |
| Feb 27, 2004 | Sell | 1,700 | 28.47 |
| Feb 27, 2004 | Option Execute | 2,359 | 8.75 |
| Feb 11, 2004 | Disposition (Non Open Market) | 100 | 28.00 |
| Jan 15, 2004 | Acquisition (Non Open Market) | 1,172 | n/a |
| Feb 10, 2003 | Option Execute | 300 | 8.75 |
Charles T. (Charlie) Happel, CFA, Chief Investment Officer, joined the company in 1984 as a Farm Bureau Financial Services agent, moving to the corporate office in 1986 as a consultant for investment products. He became a Securities Analyst in 1989. He was promoted to Senior Portfolio Manager for Tax-preferenced Securities in 1999, managing portfolios of municipal bonds, preferred stock, and in 2000, the EquiTrust Value Growth and EquiTrust Managed portfolios. Happel became Securities Vice President in 2001, wherein he developed and executed strategy for property-casualty and equity mutual fund portfolios valued at more than $1.5 billion. He assumed the position of Vice President - Investments in August 2008, and was named Chief Investment Officer in September 2009.
Happel is a graduate of the University of Northern Iowa, holds an M.B.A. from Drake University and a number of industry designations, including CFA, CFP, FLMI, ChFC, CLU, and CPCU.
He is a member of the Iowa Society for Financial Analysts, the Association for Investment Management and Research (AIMR), Chicago Municipal Analysts Forum, and the National Federation of Municipal Analysts (NFMA).
| Date | Type | Shares Traded | Price Range |
|---|---|---|---|
| Jun 8, 2009 | Acquisition (Non Open Market) | 1,604 | 9.35 |
| Aug 20, 2008 | Disposition (Non Open Market) | 222 | 20.64 |
| Aug 1, 2008 | Statement of Ownership | 0 | n/a |
Tom May is Vice President, EquiTrust, a subsidiary of FBL Financial Group. May joined FBL in 2002 as Alliance Marketing Vice President. In 2003, he was a member of a small group that launched the EquiTrust Life Strategic Business Unit, serving as Vice President – Sales and Marketing until assuming his current position in September 2009.
May earned a bachelor's degree in mathematics from the University of Nebraska in Lincoln in 1970 and a master's degree in actuarial science two years later.
May joined Equitable Life of Iowa in 1972, serving in various actuarial capacities for the next nine years. He then joined Central Life Assurance Company in Des Moines as Marketing Actuary and held various positions, including Marketing Services Vice President, Controller and Chief Financial Officer, gaining experience in product development, sales management and mergers and acquisitions. In 1990, May returned to Equitable of Iowa to join the management team of a new, start up annuity operation called USG Annuity & Life, eventually becoming Executive Vice President and Chief Marketing Officer.
May is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.
David A. McNeill, Vice President, General Counsel & Secretary of FBL Financial Group, joined the legal department of FBL in 1989 and held various positions in the Legal Department prior to being promoted to his current position in 2009.
Prior to joining FBL, McNeill was in private practice as an attorney in the Des Moines law firm of Davis, Hockenberg, Wine, Brown, Koehn & Shors (now Davis Brown) (1989), and an attorney with Miller & Sanford law firm (now Lathrop & Gage) in Springfield, Missouri (1985-1989). Prior to receiving his law degree, McNeill held several editorial positions, including Managing Editor of the Nevada Evening Journal, a daily newspaper in Nevada, Iowa. McNeill received his Juris Doctorate degree, with honors, from Drake University Law School in 1985 and his bachelor's degree from Simpson College in 1979.
McNeill is the companies' representative to the Federation of Iowa Insurers, and serves as a director of the Kansas Life & Health Insurance Guaranty Association and the Colorado Life and Health Insurance Protection Association.
Kevin R. Slawin, Executive Vice President, Marketing & Distribution, joined FBL Financial Group in October 2009. He is responsible for all aspects of the organization's marketing and distribution functions including business development, brand management, sales management and agent recruiting and retention.
Slawin has more than 30 years of experience in the financial services industry. Over the past 14 years, he has held a number of senior management positions at Allstate Financial including CEO, Allstate Bank; Senior Vice President, Operations and Technology; and Senior Vice President, Chief Financial Officer. Most recently, he served as President, Distribution.
Slawin holds a Masters of Management degree from the J. L. Kellogg Graduate School of Management at Northwestern University and a B.S. degree in accounting from Indiana University. Slawin currently serves on the Board of Directors of the Insurance Market Standards Association (IMSA) and the Board of Trustees for American College.
Bruce Trost, is Executive Vice President, Operations of FBL Financial Group since September, 2009.
Trost joined FBL in 2004 and was responsible for FBL's managed property-casualty companies from 2004-2009. He has more than 30 years of experience in the Farm Bureau insurance network. Prior to FBL, Trost was the Executive Vice President and Chief Executive Officer of Nodak Mutual Insurance Company, Fargo, North Dakota. Trost began his Farm Bureau insurance career in 1976 as a claims representative for COUNTRY Insurance Company in Illinois. He held various positions within the property casualty companies and was the Illinois State Claims Manager before joining United Farm Family Mutual Insurance Company in 1994 as Vice President of Claims. In 1996, he was named Senior Vice President of the property casualty companies at United Farm Family. Trost returned to COUNTRY Insurance in 1999, where he was Vice President of the property-casualty companies until he assumed the position with Nodak Mutual Insurance Company.
Trost holds a bachelor's degree in business from Southern Illinois University. He also completed various insurance and advanced management courses through Wharton School of Business, Drake University, IBM and American Educational Institute, where he received a Senior Claims Law Associate designation.
Trost is involved in various industry activities including boards and committees of the Property Loss Research Bureau, Liability Research Institute, Institute for Business and Home Safety, Insurance Institute for Highway Safety, Property Casualty Insurance Association and American Agricultural Insurance Company.
| Date | Type | Shares Traded | Price Range |
|---|---|---|---|
| Feb 17, 2009 | Acquisition (Non Open Market) | 1,534 | n/a |
| Feb 17, 2009 | Disposition (Non Open Market) | 345 | 6.66 |
| Feb 19, 2008 | Acquisition (Non Open Market) | 1,751 | n/a |
| Feb 19, 2008 | Disposition (Non Open Market) | 550 | 31.46 |
| Nov 17, 2006 | Buy | 3 | 37.96 |
| Oct 19, 2006 | Buy | 3 | 35.87 |
| Sep 21, 2006 | Buy | 3 | 34.80 |
| Aug 24, 2006 | Buy | 3 | 32.26 |
| Aug 10, 2006 | Buy | 3 | 32.75 |
| Jul 27, 2006 | Buy | 3 | 31.95 |
| Jul 6, 2006 | Buy | 3 | 32.57 |
| May 11, 2006 | Buy | 3 | 31.21 |
| Mar 30, 2006 | Buy | 3 | 34.36 |
| Mar 2, 2006 | Buy | 3 | 33.90 |
| Feb 2, 2006 | Buy | 3 | 33.06 |
| Jan 16, 2006 | Acquisition (Non Open Market) | 10,906 | n/a |
| Jan 12, 2006 | Buy | 3 | 32.70 |
| Dec 8, 2005 | Buy | 3 | 32.05 |
| Nov 3, 2005 | Buy | 3 | 31.59 |
| Sep 29, 2005 | Buy | 3 | 28.61 |
| Sep 1, 2005 | Buy | 3 | 29.98 |
| Aug 4, 2005 | Buy | 3 | 29.85 |
| Jun 30, 2005 | Buy | 4 | 28.00 |
| Jun 2, 2005 | Buy | 4 | 26.98 |
| Apr 28, 2005 | Buy | 4 | 26.53 |
| Mar 31, 2005 | Buy | 4 | 27.76 |
| Mar 3, 2005 | Buy | 4 | 27.70 |
| Jan 27, 2005 | Buy | 4 | 27.40 |
| Jan 17, 2005 | Acquisition (Non Open Market) | 2,846 | n/a |
| Dec 30, 2004 | Buy | 3 | 29.69 |
| Nov 26, 2004 | Buy | 4 | 28.38 |
