Professional service firms need to set appropriate fees for their services and collect those fees to stay profitable. Regular billing and follow-up will open communication about a client’s concerns that could otherwise lead to a fee dispute. Implementing billing controls can minimize the risks that come with trying to collect on an unpaid invoice.
The Quarterly eNewsletter of The AIA Trust — July 2018
Security—or Uncertainty—What’s in Your Financial Future?
In today’s busy and fast-paced world, it’s hard enough meeting your family’s day-to-day demands…let alone looking at long-term needs. But the facts are that you may lack sufficient life insurance protection to ensure your family’s financial security.
Addressing Retirement Planning Needs
With all the uncertainties facing today’s economy, the AIA Trust strives to select member service providers that are willing to adapt their programs in order to satisfy changing member needs. Last year, the AIA Trust underwent a thorough Request for Proposal process and after much due diligence, re-selected AXA Equitable’s Members Retirement Program as its […]
Live Green—Save Green
Does preserving the environment seem overwhelming? The statistics are staggering: Each American generates an average of 4.6 pounds of garbage per day, according to the Environmental Protection Agency (EPA).
Buying a Car? Save Time & Money
Liberty Mutual has announced a new service available to AIA members at no cost that negotiates up-front prices on new and used cars through a network of dealerships. It is designed to save members time, money and hassles.
Schinnerer Offers Risk Mitigation Premium Credit
The Schinnerer program now offers a premium credit—an up-front reduction of 5% in the cost of insurance—for firms with good claims records that can show they meet certain risk mitigation criteria in their current practice management procedures.
New Pricing May Yield More Retirement Savings
Tough economic times have descended upon us all and at this point it is very likely that anyone with a retirement plan has re-assessed his or her investment strategy.
Enhancements to the Business Owners Policy
Recently CNA/Schinnerer introduced a low maintenance, high quality approach to their Business Owners Policy offered to AIA Members by enhancing the policy so that frequently requested coverages are provided automatically.
