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.
· Trygstad, Schwab & Trygstad - www.trygstadlaw.com
See UTLA Treasurer Arlene Inouye's United Teacher article (Feb 2012) about questionable vendors at your schools:
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 circumstance. Please contact Arlene Inouye (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 at www.lausd.net/ethics.
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.
Discounts through the Access company has been discontinued. Instead, we are now offering discounts through our affiliate's benefits sites. To sign-up for these discounts, you need to register on your affiliates website below:
- If questions, contact NEA benefits at (800) 637-4636.
- If questions, contact AFT benefits at (800) 238-1133.
- FAQs about membership card and fullfillment program
LA County Federation of Labor, AFL-CIO: www.UnionNow.com