OCI > Merger of Womans Life Insurance Society With and Into Trusted Fraternal Life

Merger of Womans Life Insurance Society With and Into Trusted Fraternal Life

Last Updated: May 30, 2024

Information on the Proposed Merger of Woman’s Life Insurance Society With and Into Trusted Fraternal Life

On May 5, 2024, Trusted Fraternal Life (TFL, the “Applicant”), submitted a filing, in the matter of the merger of Woman’s Life Insurance Society (WLIS) with and into Trusted Fraternal Life. As a result of the merger between TFL and WLIS, WLIS will be merged into TFL, with TFL being the surviving company. The transaction will occur as outlined in the merger agreement dated April 15, 2024.

Filings

Transmittal Letter
Evidence of Proposed Contract Submitted to Members Requirement [CONFIDENTIAL]
Proposed Contract Approved by 2/3 Vote Requirement
Certified Contract
Certified TFL Board Resolution Approving Merger
Certified WLIS Board Resolution Approving Merger
Annual Statement for WLIS as of 12/31/2023
Annual Statement for TFL as of 12/31/2023
List of Board Members
Pre- and Post-Transaction Organizational Charts
Business Plan of the Domestic Insurer [CONFIDENTIAL]

Recommendation Documents

Recommendation Memo

Approval Documents

Certificate of Nondomestic Fraternal State Regulator Approval
OCI Approval Letter