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Join the AIA Trust Team &

Join the AIA Trust Team &. Hit a Home Run …. Who are You? & What are you doing here?. Some days, it’s tough to know just who IS on first…. What is the AIA Trust?. Separate entity Established because of ERISA law requirements.

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Join the AIA Trust Team &

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  1. Join the AIA Trust Team & Hit a Home Run…

  2. Who are You?&What are you doing here?

  3. Some days, it’s tough to know just who IS on first…

  4. What is the AIA Trust? • Separate entity • Established because of ERISA law requirements

  5. Adding new programs to meet AIA members’ needs! Facts about AIA Trust • 53 years old • Governed by 7 Trustees • 6 AIA members + 1 CACE member • 5 year terms • Insurance, Financial, and Legal services

  6. Who are You? Ann Casso, Executive Director AIA Trust, 12/01 – present AIA 1984-90: Membership, Component Relations, State Government Affairs, & Institute Affairs departments; Community, Women & Minority, & Advantage Programs; liaison to the AIA Trust

  7. Deirdre Boyle • 4+ years in AIA Trust as Member Service Coordinator • AIA Convention Philadelphia • Office of Records & Registration for the US House of Representatives • Irish Embassy Visa & Passport Office

  8. "You might be a redneck if you think the last words to the Star Spangled Banner are 'Play Ball!'" - Jeff Foxworthy

  9. Some of the things the Trust looks for in a new benefit… • National in scope (offered to members in all 50 states) • Unique • Appropriate • Financial stability

  10. It’s important to know… WHO’S YOUR MARKET?

  11. AIA TRUST Primary Markets • AIA Members & their families • AIA Firms • AIA Component staff

  12. AIA TRUST Other Markets • ASLA Members • AIA Employees

  13. AIA Trust Programs • 16 Member programs • Commended by the AIA Board • Programs improvements made annually

  14. What Programs does the AIA Trust offer?

  15. Firm Programs Professional Liability Business Owners Group term life Retirement plans Disability (business) LegaLine Individual Programs Term life & accident Dental,short-term & student medical Personal disability Long-term care Medicare-supplement Auto/home/tenant Rx/healthcare discounts

  16. Business Owners Coverage with CNA/Schinnerer • Property, Casualty, & General liability • Workers Comp • Valuable papers • Business Auto • Umbrella &Employment Practices

  17. Professional Liability Insurance by CNA/Schinnerer • Meets (9) Commendation Criteria • Risk Management Program • Commitment Plus • Contract review • Claims assistance

  18. Important AIA Trust Program Features Retirement Plans – variety, low admin costs, meet legal req’ts Auto/Home – Group Savings member discounts (up to 10%) Disability – architect definition, home & business expenses

  19. Beneficial programs for component offices • Business Owners Insurance Package • Employee benefits: group term life, 401(k) or other retirement plans

  20. More programs for component offices • Individual dental & other coverages • Special discounts on auto/home insurance • Offer legal subscription to members

  21. Health Insurance JLT Medical Benefits Center Offers members a brokerage desk for quotes on individual and small firm medical plans Works with 10 nationally-known insurance companies

  22. Who’s on the AIA Trust Team? 2

  23. The AIA Trust Team • Providers: CNA/Schinnerer, Liberty Mutual, JLT Services, AXA Equitable, LegaLine • AIA Components • The AIA & AIA Trust employees and volunteers

  24. How the AIA Trust works with the AIA

  25. AIA Trust & Components Work Together Offer and/or sponsor programs: • Component Grants program • CACE Annual Meeting • Component meeting sponsorships • Component advertising • Free seminars

  26. AIA Trust Works With AIA Works with AIA entities: • Risk Management Committee • Stakeholder Relations • Membership,Practice, & Govt. Affairs

  27. AIA Trust Works With AIA Offers member benefits: • free $15,000 life insurance • free 6-month LegaLine subscription for 1st timers • frequent premium rebates

  28. AIA Trust & AIA Work Together Sponsor events: • Component receptions • AIA Board receptions & luncheons

  29. Whomever we’re working with… …the idea is to hit a home run with AIA Members…

  30. What do you know??? Now that you know about what the AIA Trust is and the programs it offers… Answer questions and win prizes!

  31. When commissioning a stadium for the city of Baltimore, what kind of insurance that the Trust offers does one want to SURE the AIA architect has?

  32. The AIA Commended Program • of Professional Liability Insurance

  33. When sliding into home plate, what type of insurance do you really want to have?

  34. DENTAL! …AND PROBABLY SOME DISABILITY – Just to be “SAFE!”

  35. Since some days go better than others… …players should be sure to carry what kinds of insurance (that the AIA Trust also offers)

  36. ?

  37. Accident, disability, and Long-term Care insurance! and maybe…Term Life!

  38. Question #4 What does “commended by AIA” mean? a) recommended by the AIA board b) voted as official program by AIA members c) picked by the AIA Trust

  39. Question #4 What does “commended by AIA” mean? a) recommended by the AIA board

  40. Question #5 How is the AIA Trust governed? a) by AIA National & AIA’s CEO b) by Larry, Mo, and Curly c) by a board of AIA member & CACE trustees d) by the AIA Board of Directors

  41. Question #5 How is the AIA Trust governed? c) by a board of AIA member & CACE trustees

  42. In case they don’t have a Major Leaguer’s income,… …what kinds of retirement plans are offered to Members by the Trust?

  43. a) 401(k)s & SEPs b) Simple IRAs c) Profit-sharing d) all of these options ?

  44. What retirement plans are offered by the Trust program? d) All of these options: 401(k)s and SEPs, Profit-sharing, & Simple IRAs

  45. Which of the following are NOT true about the AIA Trust? • it is over 50 years old b) it offers at least 16 programs c) AIA component & national staff may participate in programs

  46. ALL ARE TRUE! The Trust is over 50 years old, offers 16+ programs, & AIA component & national staff may participate in Trust programs.

  47. Does AIA Trust sponsor ALL of these insurance plans? Yes or No group life  term life homeowners dental tenant  business disability short-term medical accident personal disability auto business owners  boat  umbrella Medicare supplement  accident student medical long term care  professional liability

  48. YES! The Trust offers all of these programs!

  49. In 2004, how many Trust policies and plans did AIA members hold? a. Almost 10,000 b. 20,707 c. Nearly 29,000 d. 13,678

  50. b. 20,707 20,707

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