League/LSCQuarterly IIA UpdateWednesday January 15th, 2014

Today’s agenda

1. Credit Union Participation

2. IIA Stats

3. Partner Updates– TurboTax– GM– Credit Union Auto Club– Sprint– ADT

4. Program Updates– Client Services– Partner Center

5. Wrap-Up and Questions

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Credit Union Participation

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

Credit UnionsProgram Support Continues to Grow!

IIA Participation 2011 2012 Through 12/31/13

IIA Overall 3,314 3,400 3,634

Auto 2,617 2,772 2,848

Sprint 1,560 1,806 1,787

ShopAmerica/Member Rewards 2,547 2,602 2,617

TurboTax (2011 TY) 955 1,142 1,343

Credit Union Auto Club N/A N/A 260

Over 3,500 credit unions support one or more IIA programs!

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IIA Stats

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

Credit Unions

Sales (thru 12-31) Member Savings (thru 12-31)

Total Sales 3,431,723 Total Savings > $807 million

Sprint Activations 1,179,790 Sprint Savings > $344 million

Auto Sales 605,963 Auto Savings > $454 million

Turbo Tax Returns 1,645,970 TurboTax Savings > $8.6 million

Credit Union Auto Loans (thru 12-13)

Auto Loans Funded 310,608 Auto Loan Value > $6.8 billion

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Program Updates

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TY13 Program• Tax season is in full swing• CUSG client managers and client support staff are

assisting credit unions with fulfilling marketing requirements

• Promoter level marketing requirements– Post TurboTax banner on the CU website home page by 1/12– Post TurboTax banner on Online Banking pages by 1/12– Send dedicated email to members in early January and early

April• It is imperative that enrolled credit unions post the

TurboTax banners and market the program to their members in early January

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Early Marketing Is Key To Success

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• 70% of TurboTax online returns are started by February 10th

• Early, persistent, and consistent marketing is key with greater emphasis in peak periods

2013 Marketing Strategy

• The focus for TY13 is growing member awareness of the TurboTax credit union member discount– 1,344 credit unions are enrolled in the TurboTax program

• 165 new credit unions enrolled for TY13

• Credit union members used 197,394 units in TY12 • The goal for TY13 is to increase the number of units used

by members to 246,743, an increase of 25%• The enrolled credit unions represent 41,941,895 members• 246,743 is .59% of the members at the enrolled credit

unions

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Call To Action

• Need League assistance to connect to all enrolled credit unions to encourage and support more marketing and communication of the program to members

• TY13 the incentive to Leagues has been enhanced to 20% of sales from all enrolled credit unions in your state– Previously Leagues earned 20% of sales from only new

CUs enrolled in the program

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IIA Impact – November 2013

PROGRAM2012 CYTD SALES

% OF GM RETAIL

2013 CYTDSALES

% OF GM RETAIL

Credit UnionLaunched 1/09

53,915 3.1% 63,593 3.3%

Credit Union 83.6% Conquest Top Sellers

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Program Highlights

• December 2013 best GM IIA sales month since August 2011 – up 78%

• 2014 U.S. industry forecast 16 million +

• Enhanced Bigger, Better, Simpler program launched in October

• More loans written by credit unions!

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Enhanced Program

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Real Time ContactsCredit unions need to provide accurate contact information to fully leverage instant loan leads.

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Loan LinkCredit 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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2014 Focus – GM Premium 2013 Premium Highlights• 80 New Premium credit union enrollments since launch!

• 41% increase in year over year GM sales since loan lead launch!

• Premium CUs sales as a percent of members was 15% better than Standard CUs

• Focus will be signing up or upgrading credit unions to the GM Premium Level

• Standard level will no longer be offered

Premium Benefits• Credit unions receive instant email notification of their in-market member

• Other benefits include custom marketing materials and GM Employee Pricing for credit union employees that own a non-GM make

League support needed • Enroll or upgrade credit unions to premium• Ensure credit unions are marketing the program per their agreement

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Promotional Opportunity• IIA has made auto loan promotions easier for credit unions with Credit Union Auto

Club, to help:– Drive Auto Loans– Welcome New Members– Reward Employees

• Through a specially built portal, credit unions can purchase up to 100 Credit Union Auto Club memberships, in one transaction, at a savings of $10 off the member price

• Plus, the credit union and your league will still earn marketing reimbursements with each membership purchase

• Four credit unions enrolled over 150 members using Auto Club as a loan incentive

League support needed •Enroll credit unions to participate•Ensure credit unions are marketing the program per their agreement

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Credit Union Auto Club Promo Pricing

• 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 cardAs credit unions plan their next promotion or 2014 marketing plan, make sure they include Credit Union Auto Club discounted memberships to help drive interest.

Member Price – Individual

Member Price - Individual + 1

Member Price – FamilyUp to 4

Member Price – FamilyUp to 5

Member Price – FamilyUp to 6

Member Price $47 $58 $69 $80 $91Credit Union Promotional Price $37 $48 $59 $70 $81Credit Union Marketing Reimbursement $5 $6 $7 $8 $9

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Enhanced Portal Access

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Promotional Enrollment Portal

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Sales Kit FlyersGeneral Flyer Promotional Enrollment Flyer

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Peninsula Best Practice

Fall Newsletter

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Money One Best Practice

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Sprint Contract Year

2013 – 2014 Contract Year1,909 Credit Unions

81% (1,541) are currently considered “Active”19% (368) are currently considered “Inactive”

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Contract Year = October 1 of each year through September 30 of the following year.

ACH Sprint Marketing Incentive PaymentsNearly all league/LSC payments are made via ACH. If your organization is not

yet signed up to receive the Sprint marketing incentive via ACH, please contact Lisa Treat.

Moving toward credit union ACH payments. Begin with credit unions with largest check amounts.

Sprint Marketing Requirements

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Credit Union Minimum Marketing Requirements• Promote Sprint service exclusively • Include a quarterly statement insert at least once per Contract Year• Continuously display Sprint lobby materials • Publish approved newsletter articles at least two (2) times per Contract Year • Display approved Sprint banner and link on credit union website

Smaller Sprint Incentive Check?Incentives are generated from overall member usage. Currently, there are more credit unions participating (more incentive checks to distribute), participating credit unions are not reaching members as often and fewer members are signing up on a monthly basis. These facts coupled with the effects of verification, make it essential to ensure that credit unions are fulfilling all the minimum marketing requirements.

CUSG Audits Web Ad & Link Newsletters ArticlesProof of newsletter articles can be viewed in multiple ways: Web posting (link), email, fax or mail. The reason we send monthly reports to the leagues/LSCs is to give you the opportunity to communicate

the information with your credit unions and update our team as needed.

Current Verification NumbersFrom January program numbers, overall verification remains at 57% (as of October 2013). 33% of new customers validated in October 2013, while those revalidating (already on the program) are validating at 11% in October 2013.

Of all customers that attempt to validate under the program, 97% are successful as of October 2013.

Invest in America App Usage Launched December 7, 2012

Downloads : 56,743 Apple: 29,426 Android: 46,145App Verification Submissions: 75,571

Sprint Verification Progress

August '13 September '13 October '130%

10%

20%

30%

40%

50%

60% 57% 57% 57%

37% 37%33%

11% 11% 11%

All Verification by Month

Overall New Revalidation

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Verification & Sprint’s AutoPay

For members paying their Sprint monthly bill through Sprint’s AutoPay option from their credit union checking account or credit union debit/credit card, verification is as easy as it gets.

1. Members sign up for Sprint’s AutoPay online using their credit union account (checking, credit card or debit card).

2. 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.

3. 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.

CU Solutions Group and Sprint are investigating the possibilities of expanding the automatic payment verification option when automatic payment is set up through the credit union online banking or for members who make payments using a credit union credit or debit card.

Sprint Verification Reminder Verification is easy and only takes a few minutes to complete. There are three additional ways to verify credit union membership:

1. Visit www.Sprint.com/verify from a mobile device Members need to black out all confidential information ontheir documentation prior to faxing.

2. 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. • This app also lists all other Invest in America discounts.

3. Fill out and fax the Sprint verification form and supporting documents to Sprint Corporate Accounts: 913.523.1987 or toll free: 877.687.8211

Members need to black out all confidential information on their documentation prior to faxing.

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Sprint Promotionswww.LoveMyCreditUnion.org/Limited-Time-Offers-904.htmlSprint continues to offer a number of promotions. New promotions will be announced January 24, 2014. Please visit LMCU for all of the most up-to-date information.

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Program Updates

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ADT – Credit Union Member Offer

• The newest product in the IIA program• ADT is America’s #1 home security provider• Credit union member offer includes

– Free ADT monitored home security systems ($850 value)

• Exclusive bonus offer (additional $425 value)

• The pilot program was launched in Michigan in November• 5 Michigan credit unions have enrolled in the program

• Digital Key Pad • Key Chain Remote • High-Decibel Alarm

• Up to 3 entryway contacts • Pet Sensitive Motion Detector • Backup Battery

• Digital Key Pad • Key Chain Remote

• Up to 3 entryway contacts • Pet Sensitive Motion Detector

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Microsite

Exclusive Credit Union Member Bonus - $425 Value!

+ + GLASS BREAK

MONITOR

3+

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Value

Value for Everyone!

$425 in savings! Members

$50 Per InstallationMarketing reimbursementCredit Union

$50 Per InstallationMarketing reimbursementLeague

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CLIENT SERVICES

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Client Service

For assistance, please contact Client Service: 866.348.2887

ClientSupport@cusolutionsgroup.com

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What’s the best way to renew for Sprint?

- The best way to renew for Sprint is online through the Partner Center at www.LoveMyCreditUnion.org

- If you prefer to fax a renewal form, please fax forms individually to 800.341.9160

Where do I find the link to my TurboTax

microsite?

- The link can be located in the Marketing Materials section within the Partner Center

- Click on Web Banners for TurboTax and you will find the TurboTax Link URL

What programs am I signed up for?

- In the Partner Center, the Credit Union should click on View Your Scorecard to see in which programs they are enrolled.

CREDIT UNIONFrequently Asked Questions

PARTNER CENTER

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Partner Center Update

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• Latest Updates:– Sprint Online Renewal– TurboTax Online Enrollment and

Promoter Upgrade– Online Marketing Material

ordering for GM and Credit Union Auto Club

• Partner Center Redesign:– Easier to Navigate– More User Friendly– Planned release in 2014– Partner Center recommendations can be emailed to

ClientSupport@cusolutionsgroup.com

MARK YOUR CALENDARS!

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Upcoming League Update Meetings

Wednesday April 16th 2014Wednesday July 16th 2014Wednesday October 15th 2014

WRAP UP & QUESTIONS

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