Transcript Credit Union Member Discount

Love My Credit Union Rewards
All Program Bundle
Overview
Overview
The Love My Credit Union Rewards All program bundle offers credit union members
great discounts from Sprint, CU Road Pal, TurboTax, DIRECTV, ADT, cash back shopping
from Love to Shop, 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 Sprint, CU Road Pal, DIRECTV, and ADT
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.
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Sprint
Member Discounts
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10% off select regularly priced Sprint
monthly service
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Waived activation fee and upgrade fees
(up to $36 savings each)
Business Discounts
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15% off select regularly priced Sprint
monthly service
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Waived activation fee and upgrade fees
(up to $36 savings each)
Credit Union Benefits
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Marketing reimbursements for
participation is a great way for credit
unions to earn non-interest income
Effective tool to promote the addedvalue of membership
FREE marketing materials for statement
mailings, newsletters, website and lobby
distribution, and more
Unique member and business offers
available from Sprint
Sprint handles all member service needs
Opportunities to work with local Sprint
stores to support community businesses
CU Road Pal
Credit Union Member Discount
Roadside 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 noncommercial 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, less than
$1* per week
*Based on individual roadside assistance plan.
Credit Union Benefits
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Great link to auto loans
Promote the added-value of membership
Use as a promotional incentive to drive
auto loans, new membership, or
employee rewards
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Discounted pricing offered to credit
unions when using as a promotional
incentive - $10 off each plan
membership
FREE marketing materials to promote the
program
Marketing reimbursements
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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
TurboTax
Credit Union Member Discount
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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
Credit Union Benefits
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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
FREE marketing materials for statement
mailings, newsletters, website and
lobby distribution, and more
Co-branded microsite
Exclusive opportunity to promote
products and services on co-branded
microsite
ADT
Credit Union Member Plan
• FREE ADT monitored home security
system* valued at $850
• FREE exclusive smoke communicator
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Wired to home security monitoring
system
Communicates presence of smoke to
ADT’s command center
Dispatches emergency personnel if
residents are not home
Potential 20% savings on homeowners
insurance
• $100 Visa gift card
*With $99 customer installation and purchase of alarm
monitoring services
Credit Union Benefits
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Effective tool to promote the addedvalue of membership
Link to home mortgages or HELOC
FREE marketing materials for statement
mailings, newsletters, website and lobby
distribution, and more
Marketing reimbursement of $50 per
new service activation purchased by
members
DIRECTV
Credit Union Member Discount
Members can save up to $200 on NEW
DIRECTV service
• $60 service discount
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$5 off each month for the first 12
months of service reflected on
monthly statements
• $140 Visa gift card
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Courtesy of Love My Credit Union
Rewards and DirectStar TV
Credit Union Benefits
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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
Allied Moving Benefits
Credit Union Member Discount
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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.
Credit Union Benefits
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Build member loyalty and retention
Link to home mortgages
FREE marketing materials for statement
mailings, newsletters, website and lobby
distribution, and more
All Bundle Marketing Requirements
Ongoing Marketing
• Home Page Banner
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All Bundle banner placed on your
credit union website home page
within 30 days of enrollment and
ongoing
Quarterly Marketing
• Quarterly Member Communication
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Complete one member
communication each quarter for
four quarters, annually
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• Lobby Materials
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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
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Include program information in
human resources new hire and
employee group packets within 60
days of enrollment and ongoing
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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.
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TurboTax Marketing Requirements
Promoter Level
• Website home page banner placement
• Place a TurboTax banner on the home page of your CU website, abovethe-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
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1st email send date 01/14/16
2nd email send date 02/04/16
Marketing Reimbursements
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Sprint
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2014/2015 Contract Year = October 1, 2014 through December 31, 2015
First year participating credit unions will be paid a percentage of their marketing reimbursement
pool portion, as outlined below, based on the initial quarter that the credit union completes the
initial quarterly member communication item of the credit union's choice:
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ADT
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Quarterly Mailing Month = % of marketing reimbursement
– October 2014 = 100%
– November/December 2014/January 2015 = 80%
– February/March/April 2015 = 60%
– May/June/July 2015 = 40%
– August/September/October 2015 = 20%
– After October 2015, eligible for 100% for the 2016 year
Credit union is eligible to receive $50.00 per member purchase of each new ADT home security
services
CU Road Pal
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Credit union is eligible to receive $5.00-$9.00 for each membership purchased
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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
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Marketing Reimbursements
• DIRECTV
–2014/2015 Contract Year =
October 1, 2014 through
December 31, 2015
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Marketing Materials
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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
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Enroll Today
• Visit the Partner Center at LoveMyCreditUnion.org and click
on MyDashboard 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 [email protected]
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