Transcript Love My Credit Union Rewards Program Overview

Love My Credit Union Rewards
Membership Enhancement
Program Overview
Agenda
• How We Help Credit Unions
• Program Impact
• Partner Programs
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GM
Credit Union Auto Club
Sprint
TurboTax
• Best Practices
• Integrating Love My Credit Union Rewards into your
Core Services
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Award Winning Program!
• 2009 CU Journal’s Innovation of the Year Award
• 2012 NCUF Herb Wegner Memorial Award for
Outstanding Program
“Rarely has the Awards and Nominating Committee collective scored a program so high,” said
NCUF Awards & Recognition Committee Chairman Bob Schumacher. “When you look at the
numbers that support Invest in America’s efforts, the outcome is so overwhelming, it’s hard to
grasp or comprehend all its immensity.” - Watch Award video filmed by CUNA about Love My
Credit Union Rewards – Love My Credit Union Rewards Video Source - National Credit Union
Foundation
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How We Help Credit Unions
Love My Credit Union Rewards cultivates partnerships with
companies bringing valuable discounts to your members,
driving loyalty, and help grow your credit union’s core
products and services.
– Increase auto loans – increase auto loans and member loyalty
through the Credit Union Member Discount from GM
– Enhance member value – Sprint, TurboTax and TruStage
– Earn non-interest income – income opportunities through
the Sprint Credit Union Member Discount, Credit Union Auto
Club and the ADT Credit Union Member Plan
– Increase debit/credit card usage – by offering discounts from
Love to Shop, DirecTV, and other Member Rewards offers
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Grow Transaction Volume
•
Members earn cash back on every purchase from
over 1,500 retailers!
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Members can save $160 on first year’s service!
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Members can save up to $343.90** on average
with the TruStage Auto & Home Insurance
Program.
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Members can save up to 60% on moving and
storage expense!
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Members receive $450 added value in additional
equipment with new monitoring services
Member
Rewards
Incentives on
every day items
that help drive
card usage and
membership
value
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Partner Program Impact
Through 05/31/14
Metric
Supporting Credit Unions
Results
3,638
Sprint
1,905
Auto
2,874
TurboTax
1,364
Activations/Sales/Returns
3,711,711
Sprint Activations
1,200,528
Auto Sales
TurboTax Returns
Member Savings
648,857
1,862,326
More than $908 million
Total Saved by Members through Sprint Program
More than $370 million
Total Saved by Members through Auto Program
More than $539 million
Total Saved by Members through TurboTax Program
More than $9.6 million
Auto Loans Closed
Auto Loan Value
Lovemycreditunion.org Unique Visitors YTD/PTD
More than 327,000
More Than $7.2 Billion
549,772 / 2,722,354
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Credit Union Member Discount from GM
Eligible credit union members can purchase NEW Chevrolet, Buick and GMC vehicles at a
discount, which is a percentage based discounted price . The Credit Union Member Discount from
GM can be combined with most current incentives to save even more.
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Fixed price, non-negotiable
Not compatible with subvented rate financing
Free marketing materials
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Enhanced Program
Credit Union Member
Discount enhanced
- October 2013
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GM Premium Level Benefits
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Credit Union Member Discount from GM – not compatible with subvented rates
Employee Pricing for credit union employees that own a non-GM make vehicle
Loan links on GM microsite
Custom inserts and take ones
Custom size web banners
Onserts
Lobby Posters
Newsletter articles and email copy
Email templates
Social media content
Weekly summary of member activity
Plus, Real-Time Loan Leads!
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Marketing Requirements
Marketing Requirements
As part of the program requirements, your credit union must complete at least one of the member communications items listed below during at least
three of the four quarters, annually to be eligible to receive your instant loan leads. Logos and program discount information must be included in the
communication.
Member Quarterly Communication Tactics

Quarterly paper statement inserts or e-statement onsert. (Text only statement messaging is not acceptable to meet requirement).

Direct mail promotion to at least 75% of members.

Quarterly newsletter article and/or advertisement.

Email marketing message – can be used to fulfil one quarterly requirement if credit union will email to at least 50% of members. If credit union
will email to 75% or more members, this tactic can be used multiple times.

Program banner and URL link on home banking/online banking pages for at least one quarter. Can only be used to fulfil one quarterly marketing
requirement.
Additional Suggestions:
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Utilize social media to enhance quarterly marketing requirement
o
Facebook, Twitter, Blog, mobile app marketing
Ongoing Promotional Requirement
FREE
Marketing
Materials!
Implement the following marketing tactics within 30 days of enrollment and ongoing thereafter as long a credit union is enrolled in the program:

GM banner placed on credit union website home page within 30 days of enrollment and continuously thereafter.
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Place lobby materials (paper or digital) in all credit union lobbies within 30 days of enrollment and continuously thereafter.
Employee/SEG Communication Requirement

Include GM program information in human resources new hire and employer group packets within 60 days of enrollment and ongoing thereafter
Additional banner location suggestions:

GM banners
o
Loan page
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Rates page
o
Member discount page
o
Member benefits page
o
Insurance page
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How It Works
• Member receives credit union communication(s)
about GM Credit Union Member Discount, low auto
loan rates and pre-qualification
• Insert, Email, Newsletter, Promotion, etc…
• Member generates authorization code and credit union is
immediately notified
• CU immediately contacts member and gets pre-qualified/preapproved for CU auto loan
• If credit union utilizes indirect lending, the loan lead should be
incorporated into that process
• Member goes to dealer and purchases vehicle
• Credit union books the auto loan
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Loan Link
Credit unions can now easily provide their loan link
to IIA!
– Provides easy access to your loan app or loan
page
– Drive more auto loans to your credit union
– Use your scorecard to provide your loan link
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Marketing Resources
Posters
• Free ready-to use marketing
materials including:
Email services
Newsletter articles
Take Ones
E-Statement Artwork
On-hold Messages
Statement Inserts
Logos
Posters
Website banners
Custom Inserts
• Onserts now available!
• Customization and Campaign
Execution Services Available
• Monthly Newsletter
Custom Size Banners
• Frontline Staff Update
• National Program Support
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GM Premium – Custom Insert
Variable Fields
• Credit union name
• Credit union URL
to direct members
where to apply for
loans
• Credit union logo
• Loan rate
• Web disclaimer
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Enroll in GM Premium
http://www.lovemycreditunion.org/Partner-Center-1058.html
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What is Credit Union Auto Club?
• Created exclusively for credit union members
• Provides unparalleled service and unprecedented value in roadside
assistance
– From little incidents like being locked out of a vehicle to bigger troubles like needing a
tow truck, Credit Union Auto Club keeps members moving on the road
• Members are covered in any non-commercial vehicle they travel
• Professional customer service team 24/7/365 to assist members
– Nearly 38,000 service providers across the U.S. and Canada
– To add a service provider email: [email protected]
• Credit Union Auto Club is powered by Auto Knight Motor Club, a wholly
owned company of Fortegra Financial
– Fortegra Financial is a NYSE listed company (Symbol: FRF) headquartered in Jacksonville,
FL with a 40 year unblemished record of service delivery and claims payments
• Credit unions are eligible to receive marketing reimbursements when
members purchase memberships in Credit Union Auto Club
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Plan Benefits
Service
Description
Benefit
Emergency Roadside Assistance
Service call to member’s disabled vehicle including; tire change, jump
start, fuel, breakdown, mechanical impairment
INCLUDED – SIGN AND DRIVE
Up to $75.00 benefit maximum
Emergency Tow and/or
Extrication
Service call to tow and/or extricate member’s disable vehicle. 10 mile
tow range or up to maximum benefit.
INCLUDED – SIGN AND DRIVE
Up to $75.00 benefit maximum
Emergency Lockout
Serviceperson or locksmith service call to open locked vehicle
Flat Tire Repair
Flat tire repair expense
Fuel Delivery Service
Delivery of fuel to member’s vehicle, fuel charges apply
Emergency Ambulance Service
Ambulance fees to transport member from vehicle accident to hospital
Travel Interruption Protection
Lodging or journey continuation while your car is being repaired or if
your car becomes disabled more than 100 miles from home.
Member contacts customer service and requests maps showing the
best route to any destination in the U.S. or Canada
Fees paid to your attorney to defend you in court on traffic ticket
INCLUDED – SIGN AND DRIVE
Up to $75.00 benefit maximum
Up to $15.00 benefit
Reimbursed expense
Up to $15.00 benefit
Reimbursed expense
Up to $150.00 benefit
Reimbursed expense
Up to $300.00
Reimbursed expense
FREE
Map Service
Traffic Court Defense
Legal Fees
Fees paid to your attorney to collect for damage and/or personal
injuries sustained by you in a car accident
$100.00
Reimbursed expense
$100.00
Reimbursed expense
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Plan Pricing
Each plan price is for a 12-month period with automatic renewal option
Plan Type
Price
Individual
$47.00
Individual + 1*
$58.00
Family (up to 4)*
$69.00
Family +1 (up to 5)*
$80.00
Family +2 (up to 6)*
$91.00
Family plans
offer the best
value!
*Drivers residing in the same household.
Drivers are covered in any vehicle they travel.
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Plan Comparison
Plan
Individual (Annual)
Individual + 1
Family Plan (up to 4 people)
Family Plan (up to 5 people)
Family Plan (up to 6 people)
Sign Up Fee
Benefits
Emergency Road Assistance – tire change,
jump start, fuel, mechanical impairment
Fuel Delivery Service
Emergency Tow or extrication/winching
Travel Interruption Protection
Limited Legal Fee Reimbursement
Vehicle Lock-Out
Travel Materials (Maps)
Emergency Ambulance
AAA (Standard)
$51.00
$77.00
$129.00
$155.00
$181.00
$15.00
Credit Union
Auto Club
$47.00
$58.00
$69.00
$80.00
$91.00
$0.00
Included
At Cost of Fuel
Included
tow up to 5 miles
Up to $600
Up to $500
Included
Up to $50 benefit
Free
NA
Included
At Cost of Fuel
Included
tow up to 10 miles
Up to $300
Up to $200
Included
Up to $75 benefit
Free
$150
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Member Experience
Member is directed to
the LMCU Auto Club
page.
Member auto
renewed prior to
expiration
Member enrolls
online via credit union
marketing efforts.*
Member utilizes
benefits as necessary.
Member receives PDF
of temporary
membership card on
screen.
* Payment options include credit
union debit and credit card
Membership kit with
membership card and
welcome letter arrives
in 5-7 days.
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Credit Union Auto Club Microsite
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Membership Card/Welcome Kit
• Members will receive a temporary PDF membership card on screen
immediately following enrollment
• Members will receive their welcome kit within 5-7 business days
after initial enrollment
• Welcome kit includes
– Welcome Letter
– Membership card
– Terms and Benefits
document
– Love My Credit
Union Rewards
program insert
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Marketing Reimbursements
Enrolled credit unions are eligible to earn $5 - $9 per membership
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The marketing reimbursement is paid annually
Membership renewals eligible for marketing reimbursements
Member Price Member Price Member Price
– Family
– Family
– Family
Member Price - Member Price Individual + 1
Up to 4
Up to 5
Up to 6
Individual
Member Price
Credit Union
Marketing Reimbursement
$47
$58
$69
$80
$91
$5
$6
$7
$8
$9
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Enrollment Overview Page
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Marketing Requirements
Marketing Requirements
As part of the program requirements, your credit union must complete at least one of the member communications items listed below during at
least three of the four quarters, annually to be eligible to receive your marketing reimbursements. Logos and program discount information
must be included in the communication.
Member Quarterly Communication Tactics

Quarterly paper statement inserts or e-statement onsert. (Text only statement messaging is not acceptable to meet requirement).

Direct mail promotion to at least 75% of members.

Quarterly newsletter article and/or advertisement.

Email marketing message – can be used to fulfil one quarterly requirement if credit union will email to at least 50% of members. If credit
union will email to 75% or more members, this tactic can be used multiple times.

Program banner and URL link on home banking/online banking pages for at least one quarter. Can only be used to fulfil one quarterly
marketing requirement.
Additional Suggestions:

Utilize social media to enhance quarterly marketing requirement
o
Facebook, Twitter, Blog, mobile app marketing
Ongoing Promotional Requirement
FREE
Marketing
Materials!
Implement the following marketing tactics within 30 days of enrollment and ongoing thereafter as long a credit union is enrolled in the program:

Credit Union Auto Club banner placed on credit union website home page within 30 days of enrollment and continuously thereafter.

Place lobby materials (paper or digital) in all credit union lobbies within 30 days of enrollment and continuously thereafter.
Employee/SEG Communication

Include Credit Union Auto Club program information in human resources new hire and employer group packets within 60 days of
enrollment and ongoing thereafter
Additional banner location suggestions:

Credit Union Auto Club banners
o
Loan page
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Rates page
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Member discount page
o
Member benefits page
o
Insurance page
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Marketing Resources
• Free ready-to use marketing
materials including:
Email services
Newsletter articles
Take Ones
E-Statement Artwork
On-hold Messages
Statement Inserts
Logos
Posters
Website banners
Inserts/Take Ones
Lobby Poster
• Onserts now available!
• Customization and Campaign
Execution Services Available
• Monthly Newsletter
Banners
• Frontline Staff Update
• National Program Support
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Promotional Opportunity
• Promotions are easier and more affordable with Credit
Union Auto Club!
– Driving Auto Loans
– New Membership Welcome
– Employee Rewards
• Through a specially built portal, your credit union can
purchase up to 100 Credit Union Auto Club memberships, in
one transaction, at a savings of $10 off the member price
• Plus, you'll still earn marketing reimbursements with each
membership purchase
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Credit Union Auto Club Promotional Pricing
Member Price Member Price Member Price
– Family
– Family
– Family
Member Price – Member Price Individual + 1
Up to 4
Up to 5
Up to 6
Individual
Member Price
Credit Union Promotional
Price
Credit Union
Marketing Reimbursement
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$47
$58
$69
$80
$91
$37
$48
$59
$70
$81
$5
$6
$7
$8
$9
Buying your promotional memberships is an easy five step process:
Log into the Invest in America Partner Center
Click on Credit Union Marketing Materials
Click on Credit Union Auto Club Marketing Materials
Go to the Credit Union Auto Club Promotional Membership Enrollment portal
Enter each member's information, up to 100 at a time, and pay by credit or debit card
As you plan your next promotion or your 2014 marketing plan, make sure to include
Credit Union Auto Club discounted memberships to help drive interest.
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Promotional Enrollment Portal
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Marketing incentives for participation is a great way for credit unions to earn
non-interest income
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Effective tool to promote the added-value of membership
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FREE marketing materials for statement mailings, newsletters, Website and lobby
distribution
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Unique offers available from Sprint for members
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Sprint handles all member service needs
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Opportunities to work with local Sprint stores to support community businesses
Member Discounts
• 10%* off select regularly priced Sprint monthly service
• Waived activation fee on new accounts (up to $36 savings)
• Waived upgrade fees (up to $36 savings)
Business Discounts
• 15%* off select regularly priced Sprint monthly service
• Waived activation fee on new accounts (up to $36 savings)
• Waived upgrade fees ( up to $36 savings)
*Application
of discount requires 2-year contract extension on existing plans. Verification of membership is required at time of activation/upgrade.
Discount not available on secondary lines for Family and Business Share plans.
Contract Year = October 1 of each year through September 30 of the following year
• Promote Sprint service on an exclusive basis
• Place an approved Sprint insert in one (1) quarterly mailing per year
• Continuously display any of the following approved lobby materials in all
branch locations: take-ones, posters, banners, monitor video
• Publish approved Sprint articles/ads in two (2) quarterly newsletters per
Contract Year
• Continuously display approved web banner ad and link on Credit Union
website
All Marketing materials are provided FREE of charge!
Get started now and join the more than 1,900 credit unions already participating in
the Sprint Credit Union Member Discount Program. With more than 1.2 million
subscribers, members have saved more than $370 million!
Take-Ones
Banners
Web Banners
Marketing Incentive
Marketing Schedule
The Incentive Pool is created from revenues
earned during the Contract Year.
Credit unions are paid the percentage of the
incentive pool that is equal to their
percentage of the total audience of members
being marketed to nationally.
NEW participating credit unions in their 1st
Contract Year will receive incentives based on
first insert mailing.
First Quarterly Insert Distribution = % of
incentive:
• October ’14 = 100%
Sample:
• Credit Union Incentive Pool = $2,000,000
• January ’15 = 75%
• Total members being marketed to (from
Promotion Agreements/NCUA reports) =
5,000,000
• July ’15 = 25%
• ABC CU members in pool = 50,000
• 50,000/5,000,000 = 1%
• $2,000,000 X 1% = $20,000
• ABC CU Marketing Incentive = $20,000
• April ’15 = 50%
In following Contract Years, assuming all
requirements are fulfilled, participating credit
unions will receive 100% regardless of what
month they do their quarterly statement mailing.
Program year is October 1st – September 31st.
Marketing Incentives are paid out in December.
To ensure the continued integrity of this program, members must periodically
provide documentation to verify credit union membership = eligibility of the
program discount.
New customers are required to verify credit union membership within
30 days of activation.
Current customers are required to provide proof of discount eligibility
when upgrading their device if it has been 20+ months since their
last validation.
Proof of membership options include any of the below with the member’s name:
 Credit union check 
 Unexpired credit union credit/debit card 
 Current credit union statement issued within the last 90 days 
 Credit union membership card 
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Verification is easy and only takes a few minutes to complete.
There are four ways to verify credit union membership:
1. Download the Free Invest in America app for Android and/or iPhone
• iPhone users can find it at the Apple App Store.
• Android users can find the app in the Android Market.
• Members just need to search for “Invest in America.”
• Members will be prompted to black out all confidential
information within the app right on their phone.
2. Fill out and fax the Sprint Verification Form and supporting documents to the Sprint
Corporate Accounts: 913.523.1987or toll free: 877.687.8211.
3. Visit www.Sprint.com/verify, and select “fax or upload your verification.” You will be
forwarded to http://mysprint.sprint.com/verify/pages/uploadform.jsp where you can
complete and upload the form and attach your proof right to the site.
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4. Pay your Sprint monthly bill through Sprint’s AutoPay option from a credit union
checking account or credit union debit/credit card.
• Members sign up for Sprint’s AutoPay online using their credit union account
(checking, credit card or debit card).
• Sprint pulls the R&T and credit/debit card BIN numbers monthly and verifies
credit union membership for all accounts being paid through Sprint’s AutoPay from a
credit union account via the above methods.
• These members are validated monthly each time the report is pulled and
members
verified through this process have no need to go through any other verification process.
For options 2 and 3: Members need to black out all confidential information on their
documentation prior to faxing/uploading.
Once Sprint validates information, usually within 5 business days, members will receive a
confirmation email. If Sprint has questions, they will contact the member at the wireless
number provided. It will take 1 to 2 billing cycles for to see the discount on an invoice. Sprint
is unable to issue retroactive credits.
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Members indicate that they are a credit union member and
present Corporate ID: NACUC_ZZM
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Verification of credit union membership is required
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Visit: Any retail outlet where Sprint products are sold
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Call: 877.SAVE.4.CU (877.728.3428)
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Click: www.LoveMyCreditUnion.org/Sprint
Lisa Treat
Director, Sprint Partnership
Call: 800.262.6285 ext. 523
[email protected]
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TurboTax Overview
• Building Member Value with TurboTax
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Largest online tax preparation service
Brand recognition
Available online, CD, mobile or tablet
Expert Help
• Live tax expert assistance available year round
• CPAs, EAs, and Tax Attorneys with years of experience
– Rated 4/5 by consumers who switch
– Special editions
• Military
• Mobile App
– Offering the TurboTax discount to your members builds loyalty and
retention, drives members to your website, opportunity to cross-sell
products.
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Benefits of TurboTax
TurboTax can help credit unions achieve strategic goals
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Enhance Online Banking Services: 81% of TurboTax users also use online banking
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Build Member Loyalty: 95% of members felt favorable toward their credit union for making a
TurboTax discount available
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Retain Members: 64% of credit union members would go to Turbo Tax direct or go to another
financial institution if it was no longer offered by their credit union
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Provide a Member Appreciated Discount: 52% of members purchased TurboTax through
their credit union instead of another source due to the discount
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Increase Assets: 82% of CUSG credit union members directly deposited their tax refund with
the credit union . . . you can cross-sell IRA’s financial planning, CD’s, etc.
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Cross-Sell Products & Services: Drive traffic your website to increase awareness about your
products and services
TurboTax Growth Continues
More People Filed Taxes with TurboTax than Any Other Company
TurboTax Sales, in
Federal Units (millions)
30.0
25.0
TY12 Total
Fed Units
25.3M
TY11 Total
Fed Units
24.6M
TY13 Total
Fed Units
27.8M
20.0
15.0
18.5
21.0
5.9
5.8
5.7
TY11
TY12
TY13
17.5
10.0
5.0
0.0
FFA
Desktop
Online
Benefits of TurboTax for CUs
• Microsite co-branding and cross-selling opportunities
– This a great opportunity to promote CU loans and other products
– Members return to your TurboTax microsite an average of 5 - 6 times per
season. They will see your co-branding and cross-sell banners during the tax
process
– TurboTax microsite is co-branded for each credit union
• CU logo and name appears on the home page
• CU logo appears on every tax preparation page
• Cross-sell banner – 120 x 90
– Appears on product pages throughout and exit page
• Cross-sell banners (two) – 200 x 200
– Appear on exit page
– These banners average a 3% click through rate
• CU IRA page
– URL link on the exit not filed page only promoting IRA
– In the TurboTax product, if a member would benefit from opening an IRA, the TurboTax
program will recommend it and will direct them to your IRA page. This link averages a
6% click through rate.
Marketing – Co-branded Microsite
Co-branded microsite and cross-selling banner ads
Co-branded TurboTax microsite with
your CU logo on every page
HTML E-mail
Templates
Cross-selling Opportunities
Members
typically visit
the TurboTax
microsite 5-6
times during tax
season which
maximizes your
cross-sell
opportunities
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Marketing Materials
Free turnkey marketing materials to promote TurboTax and drive members to your website
Sweepstakes email
Email messaging
Lobby posters
Standard Size and Custom Size
Web Banners for your website
HTML E-mail
Templates
TurboTax Promoter Level
• Building your tax strategy with TurboTax promoter level
– Discount on TurboTax services for your members
• $5 off Federal Deluxe edition
• $10 off Federal Premier edition
• $15 off Federal Home and Business edition
– Co-branded microsite with your CU logo on the home page and most every tax
page
– Cross-sell banners on microsite to promote your products and services
– Sweepstakes participation
• Members will be automatically entered into the sweepstakes when they start their online
return
– Military edition offering special discounts to active duty and active reservists
– Access to free marketing materials to help promote the program
•
•
•
•
Email messaging
Newsletter articles
TurboTax banners for your website
Lobby posters and take ones
– Microsite tracking
– Reporting
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CU Participation Levels
Program Overview
Promoter
Participant
Discount – Promoter Level
•
•
•
$5 off Federal Deluxe edition
$10 off Federal Premium edition
$15 off Federal Home and Business

Discount – Participant Level
•
Participation in Sweepstakes
Co-Branded Site
•
•

$5 off Federal Deluxe edition
CU logo on microsite home page and most all tax pages
Cross-Sell Banners on every tax page and exit page


Military Edition
•
Special discounts for active duty and active reservists
TurboTax Banners


Free Turnkey Marketing Materials
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
Tracking Link: Unique CU link
Reporting – units
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


•
Custom and standard sizes and formats
Marketing Requirements
• Develop marketing strategies and define a
marketing plan to communicate the TurboTax
discount to your members
– Promoter Level Marketing Requirements
• TurboTax program banner placed on credit union website home page
above-the-fold during the period of January 10th through April 15th
• TurboTax program banner or text link placed on the online
banking/home banking pages, above-the-fold, during the period of
January 10th through April 15th
• Email Communication – Two dedicated TurboTax email messages sent
to members on January 30th and April 1st
• Implement tax “keywords” into credit union site search function which
direct members to the TurboTax banner or link on inner pages of
credit union website
• Newsletter article placed in January newsletter providing details of
the TurboTax Sweepstakes
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Marketing Requirements
• Participant level marketing requirements
– TurboTax program banner placed on credit union website
home page above-the-fold during the period of January 10th
through April 15th
– TurboTax program banner or text link placed on the online
banking/home banking pages, above-the-fold, during the
period of January 10th through April 15th
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GETTING STARTED
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Enroll
• Visit your Dashboard in the Partner Center at
LoveMyCreditUnion.org to enroll in the programs
that can best help grow your credit union’s core
products and services
• Enrollment options include:
– All program bundle
– Home bundle
– Auto bundle
– Invest In America bundle
– Individual program enrollments
Marketing Plan Development
• Develop a marketing campaign to promote your credit
union's core services and Love My Credit Union Rewards
• FREE marketing materials are available in the Partner Center
that you can integrate into your credit union’s marketing plan
and directly connect to your credit union’s products and
services, such as:
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–
–
–
–
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Auto loan promotions
Back to school promotions
Home mortgage promotions
Credit card promotions
Holiday promotions
IRA and investment promotions during tax season tied to
TurboTax
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Communicate to your Members
• Communicate the program to your members
using the FREE marketing materials available in
the Partner Center at LoveMyCreditUnion.org
• Marketing requirements for each program bundle
and individual programs are outlined on your
Dashboard in the Partner Center at
LoveMyCreditUnion.org
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CONTACT INFORMATION
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National Business Consultants
If you have any questions or need additional information, contact
your National Business Consultant listed below or our client support
staff at [email protected]
• Curt Belaney
(Connecticut, Delaware, Maine, Maryland,
Massachusetts, New Hampshire, New Jersey,
New York, Ohio, Pennsylvania, Rhode Island,
Vermont, Virginia, Washington D.C., West
Virginia)
800.262.6285 x 543
[email protected]
• Colleen Meek
(Alaska, Arkansas, Arizona, Colorado, Idaho,
Indiana, Iowa, Kansas, Minnesota, Missouri,
Nebraska, New Mexico, Oklahoma, Texas,
Utah, Wyoming)
800.262.6285 x 530
[email protected]
• Robert Bearden
(California, Nevada, Oregon, Washington,
Montana, North Dakota, South Dakota)
800.262.6285 x 751
[email protected]
• Leslie Norush
(Alabama, Florida, Georgia, Hawaii, Illinois,
Kentucky, Louisiana, Mississippi, North
Carolina, South Carolina, Tennessee,
Wisconsin)
800.262.6285 x 542
[email protected]
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