maintain and develop relationships and partnerships generating leads – through the ail program the...

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• Maintain and develop relationships and partnerships • Generating Leads – Through the AIL Program The Role of Public Relations The Role of Public Relations

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Page 1: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

• Maintain and develop relationships and partnerships

• Generating Leads – Through the AIL Program

The Role of Public RelationsThe Role of Public Relations

Page 2: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

• Important part of lifefor much of the twentieth century

• Credit unions have figured prominently in work places, communities and associations

• Natural partner

Credit UnionsCredit Unions

Page 3: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

The AIL The AIL ProgramProgram

Page 4: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

$2,000 Accidental Death & Dismemberment Benefit at

NO COST.

ACCIDENTAL DEATH & DISMEMBERMENT POLICYACCIDENTAL DEATH & DISMEMBERMENT POLICY

2004 Highlights

* $1.5 Million paid to Working Families

Page 5: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

Discount PlansDiscount Plans

Vision Care

Health Services

Page 6: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

How Do We Implementthe Benefit Program…

Page 7: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

1. We send a letter to each member

2. On the Credit Union’s letterhead

3. No Cost to the Credit Union for the mailing

ATTENTION Dear Member: I’m very pleased to announce Burlington Co-op Federal Credit Union has obtained a benefit for each member 18 years of age and older at NO COST TO YOU. This supplemental insurance is being provided through American Income Life Insurance Company. Your Credit Union is proud to jointly sponsor this NO COST benefit with American Income Life Insurance Company, a company serving Credit Unions and their members nationwide.

No Cost - $2000 Member Accidental Death & Dismemberment Benefit

In Addition, you are also eligible for the Health Service Discount Program

If you fail to designate your beneficiary, the benefit will be paid to your estate and may be subject to probate. Sincerely, Vickie R. Nelson President P.S. You and your family may qualify for additional insurance benefits offered at this time. We encourage you to consider these important benefits secured through the Credit Union. American Income Life and its programs are offered to help our members. Please take a few minutes and listen to the AIL representative who will be calling on you. If you have any questions about these benefits please email American Income Life at: [email protected] or call Rachelle Valdez at (801) 859-3394.

SG#

Every member needs to fill out and return the enclosed postage paid card within 10 days to American Income Life,

in order to deliver your certificate, designate your beneficiary and receive your signature

or To complete the card on line, please visit:

http://returns.altig.com/BurlingtonCo-opFCU

Page 8: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

* Postage Paid Response Card is enclosed with each Letter including an Internet address option to complete the card online

* All Members are covered by the AD&D Master Policy which the Association holds

* Members who return their Response Card will be contacted by our Representatives

Page 9: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

• NO COST to the Credit Union or the Member

• AIL respects the Confidentiality of Membership mailing lists and do not require a copy

• 20 – 35% of Members return the Response card

• One out of three will purchase additional benefits

Page 10: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

When one of our Representatives

contacts a Member

Direct Mail Piece Ultimately Generates Lead…

Page 11: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

* Deliver their Individual Certificate of Coverage and have them designate their Beneficiary

* Clearly explain the affordable supplemental programs and answer all questions

* Present the Health Services Discount Plan or Vision Discount

Page 12: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

Read Off Read Off LetterLetter

Page 13: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

* Final Expense Plan

* Pay Check Protector, which acts as a readjustment benefit

* Cancer Benefit

* AD&D and Emergency Hospital Intensive Care Program

Supplemental BenefitsSupplemental Benefits

2004 Highlights* $50 Million of claims paid to

Working Families through their benefits with AIL & NILICO

Page 14: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

TERMINAL ILLNESS LIVING BENEFIT

 PROVIDES 50% OF THE POLICY COVERAGE AMOUNT UPON DIAGNOSIS OF A TERMINAL ILLNESS. (Life Expectancy less than 12 months)

AVAILABLE AT NO COST FOR POLICY HOLDERS.

Page 15: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

Eliminates Confusion over:

• Funeral Arrangements• Insurance Papers• Estate Information• Taxes

FAMILY FAMILY INFORMATION INFORMATION

GUIDEGUIDE

Page 16: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

Child Safe KitChild Safe Kit

Endorsed by the International Union of Police Associations

and the AFL-CIO

Helping working people protect what they value the most, their

families!

Page 17: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

How Do We Do It?

One Can Of Food at One Can Of Food at a Time!a Time!

FOOD BANKFOOD BANK

Page 18: Maintain and develop relationships and partnerships Generating Leads – Through the AIL Program The Role of Public Relations

Helping Helping SecureSecure

the the

Future Future of of

Working Working FamiliesFamilies

With…With…

AffordableAffordable

PermanentPermanent

PortablePortable

Supplemental BenefitsSupplemental Benefits