UTLA Sponsors (vendors) offer to UTLA members a wide variety of resources including life, disability and auto insurance, credit union financial support, and long term care insurance. These vendors have a long history of providing services to our members and are sponsors of UTLA events, such as our Leadership Conference. However, they are not subject to evidence of legal, actuarial and financial soundness.
UTLA is not financially compensated by our approved or associated vendors and UTLA does not do any work on their behalf. Additionally, UTLA does not approve or endorse 403b or 457 insurance products and these vendors should not be allowed on school campuses to solicit members under any circumstances. Please email Arlene Inouye at firstname.lastname@example.org for violations of this policy.
We support member education and information regarding financial investments and recommend www.ctainvest.org as a resource.
District Policy Bulletin 5474.0 states:
IV. Solicitations and Sale of Merchandise:
A. No agent may solicit employees or distribute promotional materials for the purpose of insurance policies, solicitation of contracts for tax-sheltered annuities, 403(b) voluntary retirement savings or similar benefits on District property. The only exception is authorized representatives of the LAUSD-sponsored 457(b) plan.
The District's Board Rule 1251 prohibits "advertising or sale to students or employees" on District premises with very limited exceptions. Vendor and commercial activities on school premises should generally be avoided.
In addition, marketing activities are considered "lobbying" under the District's Lobbying Disclosure Code which requires registration with the Ethics Office.
A 403(b) or 457 plan can help you save for retirement on a tax-deferred basis and supplement your CalSTRS or CalPERS pension. But don't rely on district vendors or pushy sales reps to steer your investment decisions. Visit CTAinvest.org to learn about the options that are best for you.
In addition to being a UTLA member, depending on your affiliation shown on the card, you can also access many benefits through our national affiliates NEA or AFT and their state-level affiliates CTA or CFT. (see below to register) Our affiliates give us strength and support on the state and national level and also offer their own slate of discounts on everything from insurance and home loans to car rentals and credit cards.
- NTA Mangement
- Bush, Gottlieb
- First Financial Credit Union - www.ffcu.org
- Gorson, Edelstein, Krepack, Grant, Felton & Goldstein
- Trygstad, Schwab & Trygstad, www.trygstadlaw.com