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Organizing

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Organizing

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  1. Organizing Using NEA Member Benefits to Organize Your Local

  2. Introduction • There are many responsibilities involved in being a UniServ Director. One of the major job duties involve organizing your UniServ and locals. As a result, NEA Member Benefits can assist you through this process. Some examples of organizing the NEA Member Benefits can assist with include: • Year Round and Monthly Calendar membership planning • Community Outreach • Working with constituency groups • Bargaining Support

  3. Outline • Year Round Calendar • Monthly Planner • Monthly Product Examples • NEA Member Benefits Programs & Services • Constituency Groups • Lifetime Financial Planning • Community Outreach • Utilization of Business Partners • Bargaining Support • Member Benefits Specialists

  4. Year Round Calendar • June & July: • Increasing and maintaining membership is critical for the continued success of our Association. Summer is the ideal time to begin preparing for your membership campaign. To ensure a successful campaign, a plan should be designed in June or July.

  5. Year Round Calendar Examples • June & July: • NEA MB Training • Send out Association Representative appreciation gift with a reminder to recruit • Send a letter of introduction to all new hires • Summer leadership conference, invite NEA MB to provide training and to host a booth • SPARKS training • Local AR Training • Include NEA MB program material in membership packages • Get membership committee organized for the upcoming membership year • E-mail to personal e-mail addresses of members with “Back To School” ideas • Conduct a summer training for those who are interested in becoming recruiters • Send a welcome or welcome back letter from the Association • Prepare for new hire event • New employee activity

  6. Year Round Calendar • August: • As summerdraws to a close and the inevitable back-to-school routine looms large, new employee orientation events become a logical venue for membership recruitment. NEA Member Benefits can help meet the more immediate needs of members who may be fresh out of school or new to the area.

  7. Year Round Calendar Examples • August: • NEA MB Training • Send out Association Representative appreciation gift with a reminder to recruit • Hold offsite reception for new members • Get a new hire list from the Board of Education • Have NEA MB regional representative at the first council meeting with premiums and literature • New hire event, have the NEA MB representative present • Attend bus driver in-service • Fall membership drive from August to December • School opening activities

  8. Monthly Product Example • August • NEA Members Insurance Trust • Life Insurance Plans • AD&D • NEA Dues Tab • Register and name beneficiary at www.neamb.com • NEA Members Auto & Home Insurance Program

  9. Year Round Calendar • September: • According to financial planning experts, October is traditionally an important month for financial planning as many members have rollover accounts maturing or are considering other year-end investment decisions or purchases. So September is the perfect month to tell your members about the benefits of NEA Financial Services Programs.

  10. Year Round Calendar Examples • September: • NEA MB Training • Send out Association Representative appreciation treat with a reminder to recruit • Hand out Pay Day candy bars on payday with the new salary increase courtesy of local association • Include NEA MB in new leader training • UD visibility in 3 buildings a day • Workshop on the district evaluation process • Include NEAMB in first AR Training

  11. Monthly Product Example • September • NEA Valuebuilder Program • Tax shelter annuity • Mutual Fund programs • 457 • 403 (b) • NEA DirectInvest Program • NEA Sponsored Money Market Account • NEA Sponsored Gold Certificate CD

  12. Year Round Calendar • October • Many NEA members are part of two-income families, but in some cases, only one breadwinner in the family has insurance. NEA Member Benefits and the NEA Members Insurance Trust (NEA MIT) can help these members make sure they’re giving their family the full protection they need. • NEA MB offers these exclusive insurance programs that can help members provide the additional coverage their family may need: flexible term life insurance at economical group rates that allows members to select the coverage they need; and level premium term life that provides coverage at affordable group rates.

  13. Year Round Calendar Examples • October • NEA MB Training • Send out Association Representative appreciation treat with a reminder to recruit • Information on making Parent Teacher Conferences successful • Community Outreach • Para-pro membership drive • Halloween Costume Party • Hand out Halloween safety flyer from local and NEA MB • Delegate council MB Presentation • Professional Issues Conference

  14. Monthly Product Example • October • NEA Credit Cards • NEA WorldPoints • Platinum Plus • NEA Rewards American Express Card • Visit www.neamb.com

  15. Year Round Calendar • November & December • The obligations of this busy season make it a good time for members to consider three popular NEA Member Benefits programs: the NEA Magazine Service (for gift ideas), the NEA Credit Card Program and the NEA Line of Credit (a convenient way to meet those extra holiday expenses).

  16. Year Round Calendar Examples • November & December • NEA MB Training • NEA Credit Card promotional • Travel promotion ideas for the winter break • Maintenance membership drive • Invite NEA MB regional representative to meet with Association Representatives • Planning and following up for the next calendar year • Provide gifts to the members for American Education Week • Send out Association Representative appreciation treat with a reminder to recruit • Year end tax planning • Secretary / Clerical membership drive • Highlight new members in local newsletter with picture and bios • Holiday Social • Promote A + Auto, home, money market, and CD by NEA MB • Legislative training for local leaders

  17. Monthly Product Example • November & December • NEA Magazine Service • National Board Certification • NEA Cellular • NEA Line of Credit • Credit & Debt Counseling Services

  18. Year Round Calendar • January • Now that the holidays are over, NEA members may have accrued some larger-than-usual bills as a result of the season’s festivities. NEA Member Benefits offers the NEA Personal Loan, the NEA Home Financing Program and the NEA National Board Certification Loan to help NEA members better manage their finances. With the NEA Personal Loan, NEA members may obtain funds ($3,000 to $25,000) at low member-only rates. Repayment terms are flexible; members can take up to 84 months to repay, with no pre-payment penalties. • The NEA Home Financing Program has a variety of home equity loans and lines of credit that can help NEA members who own a home consolidate debt and reduce monthly payments. Rates are competitive, and in most cases, the interest is tax-deductible. Through the NEA Mortgage QuickLine, members can call a toll-free number and get a loan decision within 24 hours.

  19. Year Round Calendar Examples • January • Send out Association Representative appreciation treat with a reminder to recruit • MB Training • Energizing social and new hire event • Contact retirees to assist with Read Across America • Pro-Rated Drive (January – March) • Recruiter training including NEA MB • Send a reminder to recruiters to talk with mid-year new hires • Have local officers contact new hires

  20. Monthly Product Example • January • NEA Income Protection Plan • NEA Personal Loan • NEA Home Financing Program • Visit www.neamb.com • Debt & Credit Counseling Services

  21. Year Round Calendar • February • NEA Member Benefits offers a comprehensive range of financial programs to assist members in purchasing, refinancing, or protecting what may be their single largest investment – a home. Since spring is the season when many members plan to shop for a home or refinance the one they already have, this is the optimal time to cover these products. The NEA Home Financing Program allows members to buy a home or refinance their existing mortgage more affordably and more quickly than they may have imagined. The NEA Homeowners Insurance Plan offers protection for homes or condos at affordable rates under a policy designed with NEA members in mind. Even renters can take advantage of member-only benefits under the tenant policy available through this plan. The NEA Joint Protection Life Insurance is an affordable way for members to give their family extra protection during the years they may have the greatest financial responsibility.

  22. Year Round Calendar Examples • February • Send out Association Representative appreciation treat with a reminder to recruit • NEA MB Training • Sponsorship of a forum, for example, “Safe Schools” with community coalition • Send out tax information on Dues • Legislative lobbying • ESP (statewide) conference include NEA MB • Site visits, target these visits to where the greatest potential lies • “Prepared Not Scared” mock interviews for University seniors

  23. Monthly Product Example • February • NEA Personal Loan • NEA Homeowners Insurance • NEA Life Insurance Programs • Visit www.neamb.com

  24. Year Round Calendar • March • As the school year starts to wind down, excitement fills the hallways as members start the count down to retirement. For those not retiring, March is a great time to evaluate is they are on the right track to a financially secure retirement. Visit NEA Member Benefits, “Five Minute Retirement Checkup” to get a quick snapshot if your members are ready for their big day when it arrives. Go to http://www.neamb.com/5toRetire/index.jsp#

  25. Year Round Calendar Examples • March • NEA MB Training • Send out Association Representative appreciation treat with a reminder to recruit • State Association Representative Convention, invite NEA MB to have a booth • Local leadership elections • State wide new teacher conference include NEA MB • New / Emerging Leader Training include NEA MB • Have a St. Patrick Day party for members only • Early Enrollment Campaign • Custodian membership drive • Quarterly update and training with NEA MB regional representative

  26. Monthly Product Example • March • NEA Sponsored Money Market Account • NEA Sponsored Gold Certificate CD • Visit www.neamb.com • Go to http://www.neamb.com/5toRetire/index.jsp# and take the “Five Minute Retirement Checkup”

  27. Year Round Calendar • April • Spring is the perfect time to promote the NEA Member Benefits Programs that will be important to the members in their retirement years. The NEA Valuebuilder Program is a great way for NEA members to build their retirement savings with a wide range of investment options that range from conservative to aggressive. The NEA Valuebuilder Program is a tax-deferred retirement account with several products, developed exclusively for NEA members. Earnings grow quicker because they’re compounded and tax-deferred until withdrawal, and pre-tax conditions can reduce your current income taxes.

  28. Year Round Calendar Examples • April • NEA MB Training • Send out Association Representative appreciation treat with a reminder to recruit • Spring update of membership and important information for the next year • SNPL Program (Sign Now Pay Later) Spring Drive in April, May, and June • Contact business community for involvement in NTO in the fall • Budget training • Student Education Association training, recruit recent University graduates to join the state / local • Prepare educator coupon book for National Teacher Day in May • Begin recruiting members to attend summer leadership conference • Steward / Recruiter recognition • Have NEA MB and business partners host a pre-retirement meeting to discuss Medicare Supplement and retirement investment options.

  29. Monthly Product Example • April • NEA Valuebuilder • NEA Home Financing Program • Visit www.neamb.com

  30. Year Round Calendar • May • Now that the school year is winding down, the time is optimal for members to review their employment benefit package, and consider salary protection. NEA Member Benefits offers a program to insure income in the event that medical circumstance prevents a member from working.

  31. Year Round Calendar Examples • May • NEA MB Training • Send out Association Representative appreciation treat with a reminder to recruit • Retirement dinner and provide a 1 year membership to retired association • Spring membership drive • Complete your membership plan for the following school year include NEA MB • Send an e-mail to all new hires • Hold recognition lunches and dinners invite NEA MB and business partners

  32. Monthly Product Example • May • NEA MediCare Supplement • NEA Car Rental Program • Hertz • Alamo • Visit www.neamb.com

  33. What NEA Member Benefits has to offer? NEA DUES-TAB® Insurance — Free coverage for eligible members: Up to $50,000 in accidental death and dismemberment insurance and a $150,000 benefit for death due to homicide while actively engaged in your occupation. Who can benefit from this? K-12 educators Education Support Personnel (ESP) Higher Education Staff NEA Member Benefits Programs & Services

  34. What NEA Member Benefits has to offer? NEA Group Term Life Insurance Plan — Economical decreasing term life insurance protection of up to $300,000 for NEA members and their spouses. Dependent coverage also available. Who can benefit from this? New Members Mid-career Members NEA Member Benefits Programs & Services

  35. What NEA Member Benefits has to offer? NEA AD&D Insurance Plan — You can cover your entire family with accidental death and dismemberment insurance. You can choose from plans with rates starting at $19 per year and coverage options for up to $520,000. Who can benefit from this? Retired Members Active Members NEA Member Benefits Programs & Services

  36. What NEA Member Benefits has to offer? NEA Guaranteed Issue Life Plan — For NEA members and their spouses ages 50 and over. You cannot be turned down for coverage. Who can benefit from this? Late Career Members Retired Members NEA Member Benefits Programs & Services

  37. What NEA Member Benefits has to offer? NEA Level Premium Term Life Insurance Plan — Up to $250,000 of decreasing term life insurance with a premium that won’t change until age 70. Receive a special 20% discount when you purchase a minimum of $40,000 or $100,000, depending on your age. Who can benefit from this? New Members Mid-career Members NEA Member Benefits Programs & Services

  38. What NEA Member Benefits has to offer? NEA Joint Protection Life Plan — Life insurance benefits of up to $300,000 with optional joint life protection. Who can benefit from this? Married Members NEA Member Benefits Programs & Services

  39. What NEA Member Benefits has to offer? NEA Preferred Term Life Plan — A level premium/level benefit 10, 15, or 20-year term life insurance plan. Face amounts of $100,000 to $1,000,000 of coverage are available. Who can benefit from this? New Members Mid-career Members NEA Member Benefits Programs & Services

  40. What NEA Member Benefits has to offer? NEA MemberCare® In-Hospital Plan — Two options to help you pay the “extra’’ expenses associated with a hospital stay and the recovery period afterwards. Who can benefit from this? Members with high deductible health insurance. NEA Member Benefits Programs & Services

  41. What NEA Member Benefits has to offer? NEA Income Protection® Plan — Helps replace your income if you are out of work due to illness or injury. Who can benefit from this? Members with no employer funded disability insurance. NEA Member Benefits Programs & Services

  42. What NEA Member Benefits has to offer? NEA MemberCare® Medicare Supplement Program* — Coverage for hospital and medical expenses not covered by Medicare after age 65. Includes a discount package; pharmacy card (plans H-J). Hard-to-beat prices. Choose your own doctor. Who can benefit from this? Retired Members NEA Member Benefits Programs & Services

  43. What NEA Member Benefits has to offer? NEA Members Auto & Home Insurance Program® —An auto and home insurance program designed to meet the needs of members of the National Education Association, with exclusive rates and excellent benefits. It’s all made possible by NEA Member Benefits and a unique collaboration of insurance providers managed by California Casualty. Who can benefit from this? Active Members Retired Members NEA Member Benefits Programs & Services

  44. What NEA Member Benefits has to offer? NEA Homeowners® Insurance — Inflation-proof protection for owners and renters at school and at home. Features a deductible that decreases if no claims are made and unique, member-only benefits. Who can benefit from this? Active Members Retired Members NEA Member Benefits Programs & Services

  45. What NEA Member Benefits has to offer? NEA-Sponsored Money Market Account — Consistently offers some of the highest yields in the nation with easy access to your funds. FDIC-insured up to $100,000 per depositor. Offered by MBNA. Member FDIC. Who can benefit from this? ALL Members NEA Member Benefits Programs & Services

  46. What NEA Member Benefits has to offer? NEA-Sponsored CDSM — Consistently offers some of the highest yields in the nation. FDIC-insured up to $100,000 per depositor. Terms from 6 to 60 months. Offered by MBNA. Member FDIC. Who can benefit from this? ALL Members NEA Member Benefits Programs & Services

  47. What NEA Member Benefits has to offer? NEA Valuebuilder® Program — Build a retirement nest egg with the only annuity and qualified mutual fund program sponsored by the NEA. Who can benefit from this? ALL Members NEA Member Benefits Programs & Services

  48. What NEA Member Benefits has to offer? NEA Credit Card Program®* — Superior benefits exclusive to NEA members with the NEA WorldPoints® Credit Card. Benefits to members include no annual fee; travel, merchandise, and cash rewards; low introductory rates; and competitive variable interest rates. Who can benefit from this? ALL Members NEA Member Benefits Programs & Services

  49. What NEA Member Benefits has to offer? NEA National Board Certification Loan® — A low cost loan designed to help cover the assessment fee for National Board Certification. Who can benefit from this? Early Members Mid-career Members NEA Member Benefits Programs & Services

  50. What NEA Member Benefits has to offer? NEA Home Financing Program® — Get a new mortgage, refinance, or take out a home equity loan. Great rates, superior service, a quick application, and a decision within minutes. “NEA Getaway” member bonus with new mortgages and refinances. Who can benefit from this? ALL Members NEA Member Benefits Programs & Services