Grow. Invest in America.
In This Issue:
Promote TurboTax & Jackson Hewitt; GM Discount is Bigger, Simpler and Better;
Boost Auto Loan Volume with Credit Union Auto Club; Members Save More
with Sprint; CU Spotlight: Regional Federal Credit Union; Instant Auto Leads
with GM; A Look Back at 2013
Breaking News
Promote the TurboTax and Jackson Hewitt
Programs to Your Members
It’s tax season and the TurboTax and Jackson
Hewitt programs are in full swing. 70 percent of
online tax filers file their returns between
January 15 and February 5, so marketing the tax programs early to your members
will allow them to take full advantage of the great savings on TurboTax Federal
Products and Jackson Hewitt services.
The Invest in America program offers free marketing materials to all credit unions
to help you promote your tax discounts to your members. The marketing
materials are available in the Partner Center at LoveMyCreditUnion.org. If you
don’t have Partner Center access, click here and client support will get you set up
so you can start promoting the programs today.
TurboTax Program Marketing Tips:
1. Post Web banners on your website home page and online banking pages.
Free standard-size banners are available in the Partner Center of
LoveMyCreditUnion.org. We also provide services to credit unions to create
custom-size banners for your websites. Click here to contact client support
request a custom-size banner for your website.
January 2014 Newsletter
Invest in America
by the Numbers
There’s no doubt, Invest in America is
working. You can tell from tangible results
like credit union involvement and the
encouraging sales figures. Is your credit
union a part of these remarkable statistics?
Supporting Credit Unions
Total - 3,634
Sprint - 1,787
Auto - 2,876
TurboTax - 1,343
Activations/Sales/Returns
Total - 3,431,723
Sprint Activations - 1,179,790
Auto Sales - 605,963
TurboTax Returns - 1,645,970
Member Savings
Total - More than $807 million
Sprint - More than $344 million
Auto - More than $454 million
TurboTax - Nearly $9 million
Auto Loans*
Auto Loans Closed - Nearly 311,000
Loan Value - More than $6.8 billion
*Numbers are estimates based on survey results.
2. Send dedicated emails to members in early January and early April.
Free HTML email templates are available in the Partner Center for you to send to
your members. CU Solutions Group also provides FREE services to credit unions
to assist you in sending emails to your members. Click here to request our help
in sending emails.
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3. Include newsletter articles in electronic and printed member communications.
Newsletter messaging is also available in the Partner Center. There are short messages and long
messages available to promote the program to your members.
4. In-branch posters and take-ones.
8 ½” x 11” posters in acrylic stands are available to all credit unions to post in your branches, along
with take one flyers for your members. Click here to request your lobby materials today.
Jackson Hewitt Program Marketing Tips:
Post the Jackson Hewitt logo on your website with link to savings coupon
Post the Jackson Hewitt logo in a highly visible place on your website with a link to the Jackson
Hewitt coupon. The logo and link are available in the Partner Center at LoveMyCreditUnion.org.
Members can save $30 on Jackson Hewitt or they can pay $50 less than last year* when they switch
to Jackson Hewitt from a competing tax preparer.
If you have any questions regarding the marketing requirements for the Invest in America tax
programs, please email [email protected].
Not enrolled in either TurboTax or Jackson Hewitt? It’s not too late! Click here to enroll online
today and find out more about the benefits of these programs.
*Offer valid for tax prep fees paid of $150 or more. Proof of last year’s tax prep fee required. Offer expires 4/30/14.
Discover How the Credit Union Member Discount from GM is Bigger, Simpler and Better
Help your members save even more on most Chevrolet, Buick and GMC vehicles with the Bigger,
Simpler and Better Credit Union Member Discount from GM.
BIGGER
The Credit Union Member Discount from GM now features a bigger base discount than before.
This comparison chart will show you how much more your members can save.
SIMPLER
It’s quick and easy for them to see their savings — the new discount price is now one easy number
listed on the vehicle invoice. Check out this example of a vehicle invoice to see where the new
price is located.
BETTER
Members can combine their discount with most current offers— including bonus cash, consumer
cash, trade-in allowance and owner loyalty offers — to save the most money possible on their new
GM vehicle.
Just tell your members to visit mygmdiscount.com and to follow the prompts so they can obtain an
authorization number. Then, all they have to do is print it and take it to a participating GM dealer to
start saving.
Your members can save more with the bigger, simpler and better Credit Union Member Discount
from GM today.
Boost Auto Loan Volume with Credit Union Auto Club
When you offer Credit Union Auto Club to your members, you’re giving them access to outstanding
roadside assistance coverage at the competitive savings that they want. Plus, credit unions are finding
it’s a great tool to enhance their member experience, especially when it’s teamed with auto lending.
Your credit union can purchase up to 100 Credit Union Auto Club memberships – all in one
transaction – with a $10 savings off of each regular member price through a special online portal.
This promotional price, available just for credit unions, allows you to include the Credit Union Auto
Club as a value-added premium for auto lending campaigns, new member acquisition gifts or even
as recognition for your employees. And you still earn marketing reimbursements with each
membership purchased.
Your Credit Union Auto Club Promotion Pricing
Regular Member
Price
Promotional Price
Credit Union
Marketing
Reimbursement
Individual
Individual + 1
Family Up to 4
Family Up to 5
Family Up to 6
$37.00
$48.00
$59.00
$70.00
$81.00
$5.00
$6.00
$7.00
$8.00
$9.00
$47.00
$58.00
$69.00
$80.00
$91.00
Using the Promotional Portal is Easy!
1. Log in to the Invest in America Partner Center at LoveMyCreditUnion.org
2. Click on Marketing Materials
3. Go to the Credit Union Auto Club Promotional Membership Enrollment portal
4. Enter each member’s information, up to 100 at a time, and pay by credit or debit card
5. Start enjoying your reimbursements while helping your members save!
Make sure to include Credit Union Auto Club discounted memberships during your next auto loan
promotion to help drive results!
Visit LoveMyCreditUnion.org/CUAutoClub to enroll in or to learn more about Credit Union
Auto Club.
New Promotions
Individual and Business Members Can Both Save with Sprint
The Sprint Credit Union Member Discount is the gift that keeps giving for your members. So, let
them know that they can save 10% on select regularly priced Sprint monthly service as an individual
or 15% as a business*, plus get the below limited time offers.
*Requires new 2 year agreement.
After they take advantage of the Sprint Credit Union Member Discount and activate service, be sure to
let your members know if they sign up for Sprint auto-pay, using their Credit Union checking account
or Credit Union credit card, Sprint will automatically confirm their discount eligibility monthly.
The Samsung Galaxy Tab® 3 for only $49.99
Individual & Business
Sprint is offering your members the Samsung Galaxy Tab® 3 at a great price, $49.99, and packed
with features including:
• Brilliant 7” screen
• 4G LTE capability
• Data plans that start at just $5/month** (for 25 MB of data)
Offer expires: 4/10/14 or while supplies last. Sprint 4G LTE network reaches 225 markets. Requires new 2-year agreement/activation on
qualified data plan.**Other monthly charges apply.
The Samsung Galaxy S® 4
Individual & Business
Brilliant inside and out, the Samsung Galaxy S® 4 combines a stunning 5-inch display with the
advance features to make the most out of it.
• Android™ 4.2 (Jelly Bean)
• 5-inch Super AMOLED Plus touchscreen
• Air Gesture™ and Air View™ help you use your touchscreen touch-free
• 3G and 4G LTE capable
• 13-megapixel camera with simultaneous dual photo capture
Switch to Sprint and Save
Individual
Members can get a $100 service credit for every eligible line switched to Sprint from another
carrier. Just visit https://www.sprint.com/promo/iL31154PC within 72 hours of port-in activation
to request your $100 service credit. The more you switch, the more you save!
Offer ends 4/10/14. Requires new 2-year agreement/activation.
Business
There are two ways your business members can save when they switch to Sprint:
• When they switch a smartphone from another carrier they can get a $150 service credit* for
each eligible smartphone.
• Other device ports (feature phones, Sprint Direct Connect, and Sprint Phone Connect) will be
eligible for a $100 credit.*
Offer ends 3/31/14. *Requires new 2-year agreement/activation. Visit https://www.sprintportcredit.com within 72 hours of port-in activation
to request your service credit. The svc credit will be applied to the first or second invoice following the 61st day after the eligible port in activation.
Visit LoveMyCreditUnion.org/Sprint to learn more about the Sprint Credit Union Member Discount.
Sprint Terms & Conditions.
CU Spotlight
Regional Federal Credit Union
When asked why their credit union joined the Invest in America (IIA) program, REGIONAL Federal
Credit Union’s Director of Marketing and Business Development Kevin Kosek gave a simple yet
powerful response, “The better question is why wouldn’t we join?” With the discount program
from the beginning, REGIONAL felt it would be a good fit. Kevin explains, “Not many products in the
credit union world are true credit union products. Credit unions are about thrift, and this program
really helps our members save money.”
REGIONAL offers its members nearly every IIA partner discount but finds that the Sprint Credit
Union Member Discount and the Credit Union Member Discount from GM are the most popular
with its membership. But Kevin says there’s already significant member interest in Credit Union
Auto Club.
The credit union’s staff, which they call their team, are all big IIA fans as well. This is because
REGIONAL has a unique way of introducing its team to the partner discounts. “Our teams uses the
products like our membership does, and we encourage them to sign up for IIA and use it,” says
Kevin. “So, they can become experts on IIA. And when we launch discounts to members, the team
can explain it to them.”
To market IIA, REGIONAL cross promotes as many partner discounts as possible. Like when it does a
direct mail auto loan promotion, it also promotes the GM, Credit Union Auto Club and TruStage
Auto Insurance discounts at the same time. In the near future, the credit union is going to expand
its IIA marketing plan to proactively promote Credit Union Auto Club. And when REGIONAL
promotes IIA discounts, they put their own spin on it by creating their own marketing materials.
Kevin and REGIONAL are enthusiastic supporters of IIA, “There’s no excuse for a credit union to not
use IIA. For a small credit union, it’s a perfect fit. For a larger credit union, it’s a perfect fit. It’s a
benefit to the team and a benefit to members. And who doesn’t want to save a little money?”
Hot Topics
Credit Union Member Discount from GM Offers Instant Auto Loan Leads
Did you know your credit union can get instant auto loan leads, at no cost, every time your
member request an authorization number from the Credit Union Member Discount from GM?
Because nearly 90% of requests convert to a purchase, this real-time reporting gives credit unions
the ability to reach out quickly to their members and help them secure auto financing. Plus, right
now the discount is bigger, simpler and better – enabling your members to save even more on a
new eligible GM vehicle.
Your Key to Member Loyalty and Auto Loan Leads Is Simple
• Sign up for the Credit Union Member Discount from GM at the Premium Level
• Promote the program to your members—either separately or part of an overall auto loan
marketing strategy—building loyalty through this exclusive member benefit
• Members select your credit union when they request an authorization number
• Members save when shopping a wide selection of eligible new Chevrolet, Buick or GMC vehicles*
• You receive instant email notification of your member’s request to the department or
individual of your choice
• Funnel the auto loan leads through your internal sales program—whether it be an outbound
call center or from a representative at a branch
• Process the loan application or direct members online to complete an application
To learn more about real-time authorization for the Credit Union Member Discount from GM,
take advantage of our upcoming FREE webinars:
Date: Thursday, January 16, 2014
Time: 2:00 PM EST
Click here to register today!
Date: Thursday, February 20, 2014
Time: 2:00 PM EST
Click here to register today!
CU Solutions Group – Your Partner in Lending
In addition to providing leads and helping build member loyalty, the team at CU Solutions Group
can also work with you to build a customized marketing program to help promote the Credit Union
Member Discount from GM and your overall auto lending offerings. Whether you need free
marketing materials or more customized solutions, we can provide take ones, statement inserts,
web banners, direct mail and more.
Visit the Credit Union Member Discount from GM Partner page at
LoveMyCreditUnion.org/GMenroll to enroll or learn more.
Existing partner credit unions can upgrade their program using this same link.
*See mygmdiscount.com for rules of eligibility.
A Look Back at 2013
Throughout 2013, Invest in America (IIA) has continued to grow and help credit union members
save on autos, wireless services and many of the products and services they use every day. Leagues
representing forty-seven states continued their support of the program and helped to increase the
number of participating credit unions to 3,560, a 3 percent increase for the year. But perhaps more
importantly, these credit unions represent 85 percent of credit union members nationwide, up from
83 percent a year ago.
IIA was created to provide members with discounts on products from strong recognizable brands
such as GM, Sprint, Intuit, Dell and TruStage. Since then, IIA has stayed focused on member discounts
as a way to help credit unions write more than 300,000 auto loans of nearly $7 billion, generate
much needed non-interest income, grow credit card transaction volume and balances and as a tool
to deepen the value of membership. GM and IIA worked collaboratively to provide an improved
platform to drive auto loans back to credit unions. As such, 2013 was the launch of real-time
authorization reporting for credit unions participating in the Credit Union Member Discount from
GM at a Premium level. This lets credit unions know immediately when members are seeking an
authorization code, enabling them to quickly reach out to those members to secure auto financing.
Along the way, members have used Invest in America over 3.4 million times to save over $800
million on products from well-known brands from the aforementioned partners, and additional
offers from Shop America and DIRECTV. IIA continued offering discounts from TurboTax and Jackson
Hewitt, and members were able to save up to $15 on TurboTax Federal tax online products and at
least $30 on Jackson Hewitt tax preparation services. And Dell still brings credit union members the
up to 30 percent off on computers, electronics and accessories, plus the Dell Advantage program
which offers additional service and protection on select computer packages.
In early 2013, the Invest in America mobile app made it easier for members to verify membership
for the Sprint Credit Union Member Discount. This allowed the IIA Sprint program to once again pay
out millions of dollars in marketing incentives to supporting credit unions in December.
Other noteworthy news from 2013 includes new discount programs including the Credit Union
Auto Club and ADT – the credit union member plan for security solutions, which has launched in
Michigan. Credit Union Auto Club gives members significant savings on roadside assistance
compared to competing auto club programs. Plus, IIA was launch to offer a Credit Union Auto Club
promotional portal in September that enables credit unions to purchase up to 100 memberships at
once, with saving of $10 off per membership.
Numerous fourth quarter enhancements were made to the credit union scorecard including enhanced
reporting, loan link designation and the ability for credit unions to designate report recipients.
We are proud to be your partner in offering an exclusive credit union member rewards program to
your members and appreciate your continued support. We look forward to continuing to grow IIA
and keep members investing in American companies while saving on those purchases with
discounts and great financing options from your credit union.
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