Wednesday, October 19, 2011

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• State Participation• Credit Union Agreement Status• What’s New

– IIA Sweepstakes– Dell– Sprint iPhone

• Updates & Reminders• TurboTax• Sprint

• Business Services• Addendums• BizKid$

• GM Auth Request Report E-mail Push• GM Loan Link• League Marketing Tracking Report• Online Media Campaign• CU Benefits Express

• 2012 LSC Communication Schedule

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Percent of IIA Participating Credit

Unions

GM PTD Sales as a % of Participating Membership

Michigan 91% Arkansas 3.9%

Delaware 73% Vermont 2.4%

Missouri 63% Louisiana 1.8%

Nebraska 63% Texas 1.7%

Hawaii 60% DC/WY 1.3%

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Percent of Sprint Participating Credit Unions

Credit Unions Added Year to Date 2011 (387)

Michigan 72% Texas 35

Hawaii 55% Pennsylvania, Florida, Alabama

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Florida 45% Nebraska 25

Delaware 42% California 23

Tennessee 42% Michigan 20

12/10 9/11 Increase

Big Ticket 2,407 2,606 199

Sprint 1,205 1,541336

Member Rewards 2,324 2,523 199

TurboTax 955 982 27

• Check on the status of your credit unions with the League Reports at: http://www.lovemycreditunion.org/Additional_Invest_In_America_Reports_for_Leagues_272.html

• 1st & 2nd Quarter Endorsing Credit Union checks will be the mailed week of 10/17

• 2nd Quarter Endorsing League checks will be mailed the week of 10/17

Credit Unions

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Over 3,000 Supporting Credit Unions!

• Program Period: November 1 – December 31, 2011• Members of participating credit unions as of October 14, 2011 are eligible to enter the

Invest in America Sweepstakes and could win one of these fantastic prizes:– Grand Prize – 2012 Chevy Cruz LTZ (Estimated retail value of nearly $28,000)– First Place – Sprint wireless package, including a tablet, Smartphone and gift card (Estimated retail value

of $5,000)– Second Place - $1,500 gift card to spend at Shop America

• We’ve set up a special micro site at www.IIASweepstakes.org– Easy for members to enter the sweepstakes – Easy to access the official rules

• We’ve created free marketing materials for Credit Unions to promote the sweepstakes available at http://www.lovemycreditunion.org/IIA_Sweepstakes_Marketing_Materials_755.html

• Rules are straightforward and simple– No purchase necessary. Consumers who are currently a member of a credit union as of November 1, 2011

at 12:01 a.m. EST and are at least eighteen (18) years of age are eligible. Only one entry per e-mail, per day is permitted. The winner of the Grand Prize must have a valid driver’s license. Winners will be drawn at random and notified by January 3, 2012. Credit union membership will be verified

– Credit Unions enrolled in IIA by October 14, 2011 are eligible to participate

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• IIA has partnered with Dell to offer discounts not available to the general public

• Members must access the Dell micro site via www.LoveMyCreditUnion.org

• Member save:– 2% or more on all major brands of electronics– 10% on mobility products such as Tablets– Up to 30% on selected packages preloaded with the most popular equipment

• Marketing materials available to credit unions through the Partner Center on www.LoveMyCreditUnion.org

• Working towards a comprehensive business solution for credit unions and business account holders

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• Yes its true! Sprint has partnered with Apple to carry the iPhone!

• Apple has strict marketing guidelines which have not been fully disclosed to Sprint limiting IIA marketing efforts

• Sprint press release and twitter feeds available on LMCU

• CUSG will create a special campaign once Sprint provides guidelines

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Benefits Promoter Participant

Discount: 15% All Federal Products Discount: 10% Federal Deluxe Sweepstakes Co-Branded Site: CU logo and Cross-Sell Banner

Banners: Custom and standard sizes and formats

Printed Material: Free co-branded inserts Printed Material: Free generic lobby posters Tracking Link: Unique CU link Reporting: Clicks, units $200 Incentive for CUs >10,000 members

CU Marketing Requirements

- Two emails to members-Banner above-the-fold on homepage and OLB pages- Promotion in newsletter/inserts

- Banner above-the-fold on homepage and OLB pages

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Date Activity

Today Select your participation level and enroll in the TurboTax program at www.lovemycreditunion.org (http://www.lovemycreditunion.org/Agreements__Tax_Preparation_Programs_727.html)

By Early November Work with CUSG to finalize your marketing plan and access collateral in the IIA Partner Center• Review and order free posters and co-branded statement inserts• Download banners, email templates, newsletter messaging

Mid November CUSG will email you the link to your co-branded TurboTax site

12/1/11 Order inserts for arrival at your mailing house by 12/15

12/1/11 Final date to enroll at the promoter level

Early December Launch your marketing program!TurboTax microsite “live”: Your members can begin their tax returns

1/16/12 Make sure banners are posted to your homepage and Online Banking pagesIRS E-file: IRS starts accepting e-filed tax returns for Tax Year 2011

1/21/12 – 2/15/12 Peak tax season. 30-40% of your members file their tax returns by mid-February.

March - April Optimize campaign messaging with End of Tax Season Messaging

4/6/12 – 4/15/12 Late season peak (final days of tax season)

Ongoing CUSG will email you member activity reports and marketing best practices reminders

• A leader in business communications, Sprint offers excellent value, the latest phones to improve productivity, a nationwide 3G network and the first wireless 4G network from a national carrier

• Sprint has invited credit unions to participate in their webinar about the Sprint next-generation wireless network which is expected to revolutionize the telecom industry and further enhance voice quality and data speeds for customers

• During the Network Vision webinar, you will learn about Sprint’s network modernization plan and how it will benefit your business

• Register for a session with Sprint now by clicking a date below:– Tue, Oct 25, 2011 12:00 PM - 1:00 PM Central– Wed, Oct 26, 2011 12:00 PM - 1:00 PM Eastern– Thu, Oct 27, 2011 12:00 PM - 1:00 PM Pacific

• Once registered, Sprint will send an email confirming your registration with the information you need to join the webinar.

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• Approximately 200 addendums have yet to be submitted

• CUSG will prepare a list of these credit unions for each league for follow-up

• Lists will be emailed to each league by the end of this week

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• BizKid$– NCUF sent letters to leagues and credit unions in

September– A follow-up letter will be sent by NCUF on October 21– CUSG is contributing $700,000– MCUL will also make a contribution

• Estimated marketing incentive– Now included on credit unions scorecards in the Partner

Center– NBC’s will contact leagues the week of October 25

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• The online media campaign using display and search advertising across a variety of websites has two objectives: – Increase sales of partner products and services– Increase credit union membership

• Complimentary marketing materials available online in the Partner Center

• The online media calendar is below:

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Campaign Timeframe

GM - Drive Your Savings 8/15 – 12/31

Brand Awareness – Invest in America 8/15 – 12/31

Shop America – Back to School 8/15 – 9/15

Shop America – Home Improvement 9/15 – 10/31

Shop America - Holiday 11/1 – 12/31

• CU Benefits Express will be removed from IIA on Friday, November 25, 2011

• Program generated interest but few sales• Only IIA program requiring members to pay a

fee to gain access to the discounts

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• GM has added a banner to their microsite highlighting credit union financing and linking to individual credit union loan sites

• Further reinforces GM’s support of credit union financing

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Hot leads credit unions can use to follow up with members!

• Report emailed weekly to credit unions

• Identifies members requesting a GM code

• Report remains on Partner Center and is exportable to Excel for easy use

• Includes street and e-mail addresses

Credit Union First Name Last Name Address City State Zip Email Registration Date

Status

Sample Credit Union George Smith 39832 Spacely Dr Novi MI 48188CUMember@YAHOO.COM 3/19/2011Requested

Sample Credit Union Jane Jones 25797 Coggswell Southfield MI 48178CUMember@ATT.NET 3/18/2011Requested

Sample Credit Union Judy O'Hara 45090 Rosy Lane Farmington MI 48170CUMember@HOTMAIL.COM 3/16/2011Submitted

Sample Credit Union Elroy Reed 8203 Astro Dr Wayne MI 48185CUMember@COMCAST.NET 3/12/2011Requested

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• A report to track league marketing and sales activities for IIA programs

– Sprint Sales Activity

– Sprint - Marketing Efforts

– IIA - Marketing Efforts

• Updated by Leagues Quarterly• Available through NBC’s and on the

Partner Center in the LSC Resources

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Action Requested

•Submit quarterly updates by the 15th of the month following the end of the quarter•Updates to be completed on provided Excel Document•Updates to be sent to InvestinAmerica@CUSolutionsGroup.com•Due Monday 10/17

• League Conference Calls will be held the 1st month of each quarter on Wednesday’s at 3pm EST*

– January 18, 2012

• Access Information

– Toll free: +1 (866) 816-1627– Conference ID: 1177265367

*Attendance required for Leagues Endorsing or Partnering with Big Ticket and Endorsing Member Rewards

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