Love My Credit Union RewardsInvest In America

Program Bundle Overview

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The Love My Credit Union Rewards Invest In America program bundle offers credit union members great discounts from trusted America companies including CU Road Pal, DIRECTV, TurboTax, and Allied Moving Services.

In addition to the great discounts for your members, your credit union is also eligible to receive marketing reimbursements from the CU Road Pal and DIRECTV programs.

The program can help your credit union improve membership value and your bottom line by linking the exclusive discounts to your core products and services.

Overview

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Marketing Requirements - Ongoing

• Website Promotion– Multi-partner program banner placed on the credit union

website home page within 30 days of enrollment and ongoing thereafter as long as your credit union is enrolled in the program.

• Lobby Promotion– Place program lobby materials (paper or digital) in all credit

union lobbies within 30 days of enrollment and continuously thereafter.

• Employee and SEG Communication– Include program information in human resources new hire and

employee group packets within 60 days of enrollment and ongoing thereafter.

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Marketing Requirement - Overview

Ongoing Marketing

• Home Page Banner• All Bundle banner placed on your

credit union website home page within 30 days of enrollment and ongoing

• Lobby Materials• All Bundle lobby materials (paper

or digital) placed in all credit union branch lobbies within 30 days of enrollment and ongoing

• Employee and SEG Communication• Include program information in

human resources new hire and employee group packets within 60 days of enrollment and ongoing

Quarterly Marketing

• Quarterly Member Communication• Complete one member

communication each quarter for four quarters, annually• Communication tactics may

include• Statement inserts• E-statement onsert• Newsletter article• Email• Program banner placed on

online/home banking pages• Direct mail

• Sprint ONLY additional option• Invite Sprint to participate in

your credit union’s member day event

The TurboTax program must be marketed in Q1 only in addition to the marketing requirements for the All bundle program. Please see the TurboTax marketing requirements.

Please visit the Partner Center for complete marketing requirements

TurboTax Marketing Requirements

• Website home page banner placement• Place a TurboTax banner on the home page of your CU website, above-

the-fold, January 1st through April 15th

• Online banking pages banner placement• Place a TurboTax banner on your online banking pages, above-the fold,

January 1st through April 15th • Email communication

• Send two dedicated TurboTax email communications during tax season to members to build member awareness• 1st email send date 01/14/16• 2nd email send date 02/04/16

Promoter Level

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Additional Marketing Suggestions

• Additional banner location suggestions CU Road Pal

• Loan page• Rates page• Member discount page• Member benefits page• Insurance page

DIRECTV• Member discount page• Member benefits page• Home equity loan page• Home mortgage page• Home banking page

TurboTax• Tax center page• IRA page• Member discount or member benefits page

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Marketing Reimbursements

• CU Road Pal– Credit union is eligible to receive $5.00-$9.00 for each

membership purchased • Individual plan – $5.00 marketing reimbursement• Individual +1 plan – $6.00 marketing reimbursement• Family up to 4 plan – $7.00 marketing reimbursement• Family up to 5 plan – $8.00 marketing reimbursement• Family up to 6 plan – $9.00 marketing reimbursement

• DIRECTV– Credit union is eligible to receive $10 per member

purchase of each new DIRECTV service plan.

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Marketing Materials• CUSG provides FREE

marketing materials and marketing support to all enrolled credit unions

• Marketing materials include– Website banners– Lobby materials

• Paper and digital

– Statement inserts– Email messaging– eStatement onserts and

messaging– Newsletter messaging– Social media messaging

Lobby Poster

Statement Inserts

Email Messaging Website Banners

Credit Union Member DiscountRoadside assistance program created exclusively for credit union members. Provides unparalleled service at a great value to assist members with roadside emergencies.• Members are covered in any non-

commercial vehicle they travel• Professional customer service team

24/7/365• 10 mile tow radius• Lockout/Flat Tire/Out of Fuel Assistance• Plans start at $47.00 per year / $91.00

for a family plan up to 6 people

Credit Union Benefits• Great link to auto loans• Promote the added-value of

membership• Use as a promotional tool to drive auto

loans, new membership, or employee rewards• Discounted pricing offered to credit

unions when using as a promotional tool

• FREE marketing materials to promote the program

• Marketing reimbursements• Individual Plan = $5.00• Individual +1 = $6.00• Family plan up to 4 = $7.00• Family plan up to 5 = $8.00• Family plan up to 6 = $9.00

Click here for complete program details

Credit Union Member Discount

• Promoter Level• $5 off the Federal Deluxe Edition• $10 off the Federal Premier Edition• $15 off the Federal Home and

Business Edition• Participation in the “$25,000 Payday”

Sweepstakes

• Participant Level• $5 off the Federal Deluxe Edition

Click here for complete program details

Credit Union Benefits

• Build member loyalty and retention• Capture tax refund direct deposits and

investments from members using TurboTax via the credit union microsite

• Opportunity to increase loans used with refunds, IRA investments, also increase in loans used to pay taxes

• Co-branded microsite• Cross-sell products and services on tax

pages• Members visit the tax page 5-6 times

during the tax process• 3% click through rate

Credit Union Member Discount

Members can save up to $200 on NEW DIRECTV service

• $60 service discounto $5 off each month for the first 12

months of service reflected on monthly statements

• $140 Visa gift cardo Courtesy of Love My Credit Union

Rewards and DirectStar TV

Credit Union Benefits• Build member loyalty and retention• Link to home mortgages or other CU

products• FREE marketing materials for statement

mailings, newsletters, website and lobby distribution, and more

• Marketing reimbursement of $10 per new service activation purchased by members

DIRECTV

Credit Union Member Discount• Credit union members can save up to

60% on out-of-state and/or local moving and storage needs.

• Allied offers their most competitive rates to members based on your unique situation.

Allied Moving Benefits

Credit Union Benefits• Build member loyalty and retention• Link to home mortgages • FREE marketing materials for statement

mailings, newsletters, website and lobby distribution, and more

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Enroll Today• Visit the Partner Center at LoveMyCreditUnion.org and click

on my Dashboard to enroll

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Learn More

• Subscribe to our monthly Love My Credit Union Rewards newsletter

• Visit our exclusive Partner Center site for credit unions and Leagues

• We have a dedicated team of Client Service Representatives, Client Managers, and National Business Consultants, all here to serve you. Contact us at clientsupport@cusolutionsgroup.com