AIA Trust Basic Facts

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Join the AIA Trust Team
Hit a Home Run
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Who are You?What are you doing here?
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Some days, its tough to know just who IS
on first
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What is the AIA Trust?

• Separate entity
• Established because of ERISA law requirements

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Facts about AIA Trust
Adding new programs to meet AIA members needs!

• 53 years old
• Governed by 7 Trustees
• 6 AIA members 1 CACE member
• 5 year terms
• Insurance, Financial, and Legal services

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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

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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

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

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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

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• Its important to know
• WHOS YOUR MARKET?

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AIA TRUST Primary Markets

• AIA Members their families
• AIA Firms
• AIA Component staff

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AIA TRUST Other Markets

• ASLA Members
• AIA Employees

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AIA Trust Programs

• 16 Member programs

• Commended by the AIA Board

• Programs improvements made annually

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What Programs does the AIA Trust offer?
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• 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

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Business Owners Coverage with CNA/Schinnerer

• Property, Casualty, General liability
• Workers Comp
• Valuable papers
• Business Auto
• Umbrella Employment Practices

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Professional Liability Insurance by
CNA/Schinnerer

• Meets (9) Commendation Criteria
• Risk Management Program
• Commitment Plus
• Contract review
• Claims assistance

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Important AIA Trust Program Features

• Retirement Plans variety, low admin costs,
  meet legal reqts
• Auto/Home Group Savings member discounts (up
  to 10)
• Disability architect definition, home
  business expenses

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Beneficial programs for component offices

• Business Owners Insurance Package
• Employee benefits group term life, 401(k) or
  other retirement plans

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More programs for component offices

• Individual dental other coverages
• Special discounts on auto/home insurance
• Offer legal subscription to members

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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

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Whos on the AIA Trust Team?
2
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The AIA Trust Team

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

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How the AIA Trust works with the AIA
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AIA Trust Components Work Together

• Offer and/or sponsor programs
• Component Grants program
• CACE Annual Meeting
• Component meeting sponsorships
• Component advertising
• Free seminars

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AIA Trust Works With AIA

• Works with AIA entities
• Risk Management Committee
• Stakeholder Relations
• Membership,Practice, Govt. Affairs

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AIA Trust Works With AIA

• Offers member benefits
• free 15,000 life insurance
• free 6-month LegaLine subscription for 1st timers
  
• frequent premium rebates

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AIA Trust AIA Work Together

• Sponsor events
• Component receptions
• AIA Board receptions luncheons

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Whomever were working with
the idea is to hit a home run
with AIA Members
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What do you know???

• Now that you know about what the AIA Trust is and
  the programs it offers
• Answer questions and win prizes!

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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?
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• The AIA Commended Program
• of Professional Liability Insurance

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

• AND PROBABLY SOME DISABILITY Just to be SAFE!

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Since some days go better than others
players should be sure to carry what kinds of
insurance (that the AIA Trust also offers)
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?
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Accident, disability, and Long-term Care
insurance!
and maybeTerm Life!
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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

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Question 4

• What does commended by AIA mean?
• a) recommended by the AIA board

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Question 5

• How is the AIA Trust governed?
• a) by AIA National AIAs CEO
• b) by Larry, Mo, and Curly
• c) by a board of AIA member CACE trustees
• d) by the AIA Board of Directors

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Question 5

• How is the AIA Trust governed?
• c) by a board of AIA member CACE trustees

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• In case they dont have a Major Leaguers
  income,

what kinds of retirement plans are offered
to Members by the
Trust?
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a) 401(k)s SEPs b) Simple IRAs c)
Profit-sharing d) all of these options
?
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What retirement plans are offered by the Trust
program?
d) All of these options 401(k)s and SEPs,
Profit-sharing, Simple IRAs
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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

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ALL ARE TRUE!

• The Trust is over 50 years old,
• offers 16 programs,
• AIA component national staff
• may participate in Trust programs.

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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

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YES!

• The Trust offers all
• of these programs!

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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
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b. 20,707
20,707
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BONUS ROUND!!

• Why is the Liberty Mutual
• program for automobile,
• homeowners, tenant insurance
• called Group Savings Plus?

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BONUS ROUND!!

• Why is the Liberty Mutual program for
  automobile, homeowners, and tenant insurance
  called Group Savings Plus?
• AIA Members, Components Staff save an
  additional 5-10 Special Group Discount (where
  allowed by state law).

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BONUS ROUND!!
Name at least 6 programs offered by the AIA
Trust...
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• Professional liability
• Business owners (property, general, workers
  comp)
• Retirement plans
• LegaLine subscription
• Auto/homeowners

• Disability - personal business
• Life group individual 10-year level
• Long-term care, High-level Accident
• Dental, short-term student medical, Medicare
  supplement, expatriate health
• Rx/healthcare discounts

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NAME THREE PROGRAMS, OFFERED BY AIA
TRUST, THAT GIVE MEMBERS REASON TO JOIN RENEW
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Reasons for Members to Join Renew!

• AIA Commended Professional Liability Insurance
  Program

• Free 15,000 life insurance to new members EZ
  upgrades!

• Business Owners insurance - tailored to firm
  needs

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More Reasons

Free 6-month LegaLine subscription for 1st time
members!

• Frequent premium rebates

• Special member discounts on auto/home

• Specialized programs disability, retirement,
  legal info subscription

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The secret of managing is to keep the guys who
hate you away from the guys who are undecided.
-Casey Stengel
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It ain't over 'til it's over.
- Yogi
Berra
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NOW, ITS OVER!
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• 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