Membership Enhancement Program Overview

1
Membership EnhancementProgram Overview

• November 2009

2
Contents

• What is Invest in America
• Results
• Why it Works
• How it Works
• Opportunities for Credit Unions
• Why Sign Up?
• Marketing Materials
• Marketing Support
• Getting Started
• Current Offers
• Contacts

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What is Invest in America

• A membership enhancement program that offers
  credit union members (90 million nationally)
  discounts on products and services, provided by
  U.S. based companies
• Utilizing the credit unions (7,800 nationally)
  ability to leverage their unique relationship
  with their members to market the offers
• Provides incremental sales to partner companies
• Provides a stimulus to the economy
• Increases the value of credit union membership

4
IIA Results thru 11/1/09
7.8 of sales or 50 of respondents stating CU
member for less than 1 yr
5
IIA Results
6
Why it Works

• Credit union demographics match IIA vision
• 70 of credit unions began as occupational-based
  credit unions
• A great fit for the culture of value, trust and
  cooperative principals espoused by credit unions
• Members trust their credit unions to provide
• Low-cost, high quality financial services
• Real promotional offers, not gimmicks
• Founded on the principal of Made in America
• Credit unions and their members are rallying to
  the concept of Investing in America by supporting
  U.S. companies

7
How It Works

• CUcorp contracts with U.S. based companies to
  offer exclusive discount programs for credit
  union members. Current programs include
  Chrysler, GM, Sprint, THOR RV, Allied Moving and
  Storage and FTD
• CUcorp markets the programs directly to credit
  unions and through individual state leagues and
  league service corporations
• Credit unions that want to participate must
  complete the enrollment form located on
  www.lovemycreditunion.org under sign-up within
  the partner center drop-down list
• CUcorp provides free turn-key marketing materials
  to supporting credit unions to use in marketing
  the discounts to their members
• Members utilize the discounts, saving money and
  increasing the value placed on credit union
  membership

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Member Enhancement Program
Domestic Auto Program
Discounts/Financing Options for Recreational
Vehicles
CU Member Rewards
Coming soon
Coming soon
Motorcycles
Boats
Hotels
Computers
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Opportunities for Credit Unions

• Extremely positive press coverage that
  differentiates credit unions from other financial
  institutions by helping support U.S. jobs and our
  economy
• The member discounts provide real value to
  members versus gimmicks offered by other
  organizations
• Increase the value of credit union membership by
  providing discounts exclusive to credit union
  members
• Member enhancements provide credit unions a
  catalyst for membership and loan growth
• Opportunities to educate members on credit union
  advantages including lower loan rates, lower
  fees, and better service

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Why Should a Credit Union Sign-Up?

• Receive latest program updates sent directly to
  the credit union point person
• Access to special offers and discounts that can
  be extended to your members on top of base
  program benefits
• Access to credit union level sales data and
  member survey reports
• Email addresses of those members who have
  requested an authorization code that have not yet
  purchased a vehicle for credit follow up and
  cross marketing purposes
• Free marketing materials

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Marketing Materials

• Receive FREE Marketing Kits (design, production
  and printing)
• Kits include
• 2 lobby posters and 100 take-ones for each branch
• CD with online elements
• Statement stuffers mailed directly to fulfillment
  house (credit union must submit order form)
• Simply complete the online order form at
  http//www.lovemycreditunion.org/IIA_Marketing_Mat
  erials_Order_Form_307.html

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Marketing Materials

• Supporting credit unions have access to a
  complete line of marketing materials they can
  download and customize
• Complete campaigns with partner approved
  materials including
• Suggested Web Site Home Page Layout
• Posters (22 X 28 8.5 X 11)
• Statement Inserts
• Web Banners
• Newsletter Articles
• E-Blast Message
• On-Hold Message
• Additional informational includes downloadable
  webinars for implementation details, marketing
  guidelines, PR tips and FAQs
• All materials are available to supporting credit
  unions on the Marketing Materials page
  (http//www.lovemycreditunion.org/Marketing_Materi
  als_148.html) in the Partner Center

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Additional Marketing Support

• Comprehensive online advertising and social media
  efforts which includes key word search
  optimization, advertising on key sites and social
  media through Twitter, Facebook, Blogger and
  YouTube, etc
• Online media campaign
• September through year end
• Promoting the GM vehicle discount program
• Compliments free marketing kits available to
  supporting credit unions

• 70 for display advertising on niche auto and
  financing sites such as cars.com, Edmunds.com,
  bankrate.com, and Kelley Blue Book
• 30 on search sites like Google, Yahoo and Bing

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Getting Started

• Recommend steps for getting started
• Order your free materials and schedule a mailing
• Chose one of the available marketing campaigns
• Train staff and distribute frontline staff
  resource guide. (e-mailed the first of every
  month to supporting credit unions)
• Incorporate the Suggested Web Site Home Page
  Layout on your Web site with the appropriate web
  banner that links to www.lovemycreditunion.org,
  where your members can learn about the program
  details
• Place posters and statement inserts in your
  branches
• Send your members e-blast messages
• Use the prepared newsletter article in your next
  mailing
• Record an on-hold message with the provided copy
• Consider issuing a press release

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Chrysler Current Offer

• Through November 30, 2009
• Affiliate Rewards preferred pricing equal to 1
  below invoice
• All 2009 models (excluding Viper ACR) plus high
  volume 2010 models
• For complete details visit http//www.lovemycredit
  union.org/Chrysler_347.html

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GM Current Offer

• Through September 30, 2010
• Supplier Pricing
• Lease program available to participating credit
  unions in eligible markets (CO, NY, NJ, FL, MA,
  MI, OH, PA)
• Supplier Pricing plus up to 3,300 in Lease Cash
  Back on select 2010 models
• For complete details visit
• http//www.lovemycreditunion.org/GM_171.html

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THOR RV Current Offer

• Through December 31, 2009
• Discounts from 300 to 1,000 based on type of
  vehicle
• Popular RV brands including
• For complete details visit http//www.lovemycredit
  union.org/Thor_313.html

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Sprint Current Offer

• Member Discounts
• 10 off most regularly priced service plans
• Waived activation fee on new accounts
• Waived upgrade fees
• Business Discounts
• 15 discount on most corporate recurring charges
• Waived activation (new accounts) and upgrade fees
• Equipment discounts
• 20 off accessories
• For complete details visit http//www.lovemycredit
  union.org/Sprint_169.html

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Allied Moving Storage Current Offer

• Through August 31, 2010
• Nationwide Credit Union Member Discounts
• Members receive corporate rates (up to a 60
  discount)
• Extra value to offer members receiving mortgage
  loans
• For complete details visit http//www.lovemycredit
  union.org/Allied_Moving_and_Storage_170.html

20
FTD.com Current Offer

• Through October 2010
• Members receive 20 discount on
• Flowers
• Plants
• Gift baskets
• And more
• Members to encouraged to use
• their credit union credit/debit card
• For complete details visit http//www.lovemycredit
  union.org/FTDs_Credit_Union_Member_Discount_384.ht
  ml

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CU Benefits Express

• Through October 2010
• Bundled discounts on medical and lifestyle
  products and services
• Discounts from 5 - 70
• Product examples include

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IIA Program Contacts

• Rhonda Peruski, Sprint Program Manager
  800.262.6285 x 521Angela.Hall_at_cucorp.com
• Nancy Sawicki, Sales and Marketing
  Assistant800.262.6285 x 534Nancy.Sawicki_at_cucorp.
  com
• Gary Siegel, National Business Consultant, Inside
  Sales
• 800.262.6285 x 586
• Gary.Siegel_at_cucorp.com
• Ryan Egan, National Business Consultant, Inside
  Sales
• 800.262.6285 x 326
• Ryan.Egan_at_cucorp.com
• Jaclyn Adamson, National Business Consultant,
  Inside Sales
• 800.262.6285 x 584
• Jackie.Adamson_at_cucorp.com

• Kim Irwin, VP of Invest in America
• 800.262.6285 x 250Kim.Irwin_at_cucorp.com
•  
• Lisa Robinson, VP of Marketing and
  Sales800.262.6285 x 539Lisa.Robinson_at_cucorp.com
•  
• Drew Cook, Director of Domestic Automotive
  Program800.262.6285 x 273Drew.Cook_at_cucorp.com
• Alan Babcock, Director of Membership Enhancement
  Programs800.262.6285 x 252Alan.Babcock_at_cucorp.co
  m

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National Business Consultants

• Robert Bearden , National Business Consultant
• (California, Nevada, Oregon, Washington)
• 800.262.6285 x 751
• Bob.Bearden_at_cucorp.com
• Curt Belaney, National Business Consultant
  (Connecticut, Delaware, Maine, Maryland,
  Massachusetts, New Hampshire, New Jersey, New
  York, Ohio, Pennsylvania, Rhode Island, Vermont,
  Virginia, Washington D.C.)800.262.6285 x
  543Curt.Belaney_at_cucorp.com

• Colleen Meek, National Business Consultant
  (Alaska, Arkansas, Arizona, Colorado, Idaho,
  Indiana, Iowa, Kansas, Minnesota, Missouri,
  Montana, Nebraska, New Mexico, North Dakota,
  Oklahoma, South Dakota, Texas, Utah,
  Wyoming)800.262.6285 x 530Colleen.Meek_at_cucorp.co
  m
•  
• Leslie Norush, National Business
  Consultant(Alabama, Florida, Georgia, Hawaii,
  Illinois, Kentucky, Louisiana, Mississippi, North
  Carolina, South Carolina, Tennessee and
  Wisconsin)800.262.6285 x 542Leslie.Norush_at_cucorp
  .com

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Michigan Credit Union League Representatives

• Angela Hall
• Oakland County/Metro West
• 800.262.6285 x 537Angela.Hall_at_cucorp.com
• Stephanie KlocinskiHuron Valley/Jackson/
• Moon/Downriver800.262.6285 x 398Stephanie.Klocki
  nski_at_cucorp.com
•  
• Ron MartinMetro East/Battle Creek800.262.6285 x
  398Ronald.Martin_at_mcul.org
•  

• Darl McLeanBlue Ox/Paul Bunyon/Upper
  Peninsula800.262.6285 x 398Darl.McLean_at_mcul.org
•  
• Carolyn MillerGrand River/Kalamazoo/Southwestern
  800.262.6285 x 398Carolyn.Miller_at_mcul.org
•  
• Robin WybengaFlint/Lasing/Mid Michigan800.262.62
  85 x 398Robin.Wybenga_at_mcul.org