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Section 1: 8-K (8-K)

false0001012771 0001012771 2020-06-09 2020-06-09

Washington, D. C. 20549


Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of report (date of earliest event reported): June 9, 2020

Commission File Number: 1-11917
(Exact name of registrant as specified in its charter)
(State or other jurisdiction of incorporation or organization)
(I.R.S. Employer Identification No.)
5400 University Avenue,
West Des Moines,
(Address of principal executive offices)
(Zip Code)
(Registrant’s telephone number, including area code)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Securities Exchange Act of 1934:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Class A Common Stock, without par value
New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers

FBL Financial Group, Inc. (the "Company") previously disclosed in a Current Report on Form 8-K filed with the Securities and Exchange Commission on February 26, 2020 that Charles T. Happel, Chief Investment Officer and a named executive officer of the Company, planned to retire around midyear 2020. Mr. Happel has now notified the Company that his retirement date will be June 29, 2020.

Item 7.01 Regulation FD Disclosure

In connection with Mr. Happel’s retirement, on June 9, 2020, the Company announced the appointment of Jeffrey A. Whitehead as Chief Investment Officer, effective June 15, 2020.

A copy of the news release announcing the appointment of Mr. Whitehead is attached hereto as Exhibit 99.1.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.
Cover Page Interactive Data File formatted as iXBRL (Inline eXtensible Business Reporting Language) and contained in Exhibit 101.


Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: June 9, 2020                    FBL FINANCIAL GROUP, INC.

By    /s/ Donald J. Seibel
Donald J. Seibel
Chief Financial Officer

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Section 2: EX-99.1 (EXHIBIT 99.1)

Jeffrey A. Whitehead to Join FBL Financial Group
as Chief Investment Officer
West Des Moines, Iowa, June 9, 2020 - FBL Financial Group, Inc. (NYSE: FFG) announced today that Jeffrey A. (Jeff) Whitehead will join the company as Chief Investment Officer on June 15, 2020. In this role, Whitehead will be a member of FBL’s management team and have overall responsibility for managing the company’s investment policy and strategy. Whitehead is replacing Charles T. Happel, who is retiring this year.

“I am pleased to have Jeff join FBL Financial Group. He brings extensive investment management experience in the insurance industry,” said Daniel D. Pitcher, FBL Financial Group’s Chief Executive Officer. “Jeff’s proven leadership and deep insurance investment experience will allow him to successfully lead FBL’s investment team and manage FBL Financial Group’s high-quality investment portfolio.”

For the past 19 years, Whitehead has been with Aegon USA Investment Management where he currently serves as Head of Insurance Asset Management & Client Investment Solutions. In this role he has led a team responsible for managing Transamerica’s $85 billion general account portfolios. Prior to Aegon, Whitehead was Director, Sales, Marketing & Insurance Portfolio Strategy with PIMCO (Specialty Markets) and Vice President, Insurance Portfolio Strategist & Director of Insurance Marketing with Conseco Capital Management. Whitehead holds a bachelor's degree from the University of Massachusetts, Amherst and is a Chartered Financial Analyst.

FBL Financial Group is a holding company with the purpose to protect livelihoods and futures. Operating under the consumer brand name Farm Bureau Financial Services, its affiliates offer a broad range of life insurance, annuity and investment products distributed by multiline exclusive Farm Bureau agents. Helping complete the financial services offering, advisors offer wealth management and financial planning services. In addition, FBL Financial Group manages all aspects of two Farm Bureau affiliated property-casualty insurance companies for a management fee. Headquartered in West Des Moines, Iowa, FBL Financial Group is traded on the New York Stock Exchange under the symbol FFG. For more information, please visit and

Investor Relations Contact
Kathleen Till Stange, Vice President Corporate & Investor Relations
(515) 226-6780, [email protected]


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