Bob Trunzo Thursday 5 3/04/06 IMAGE Bob Trunzo Chief Sales Officer NARRATION Good afternoon, welcome to Dallas and the 2006 CUNA Mutual Sales Summit. I’m very excited to be here as your Chief Sales Officer, and pleased to be able to lead this sales force in a direction that CUNA Mutual needs to go, to help ensure a better future for us all! (PAUSE) Now that’s pretty typical, isn’t it? The new guy steps into the spotlight for the first time and makes everybody feel welcome, tells them they’re going to have an exciting adventure for the next few days, and that there’s a lot to learn and a lot of fun to have, just like he’s shaking every single hand in the room. Then he says, “we’ve got a lot of work ahead of us, so let’s get started.” Well, if you think that’s how THIS 1 meeting is going to go, I invite you to Think again. take this tip from our new ad campaign: Think again. If you think this is going to be one of those “we’re working hard but YOU have to work harder” meetings… If you think this is going to be one of Think again. have to work harder” meetings… If you think we’re going to throw out the old blueprints and start over from scratch, just so we can build something that looks like our competition… those “we’re working hard but YOU Think again. If you think we’re going to throw out the old blueprints and start over from scratch, just so we can build something Think again. that looks like our competition… If you think we’re going to stay right where we’re at because we think CUNA is already as good as it gets… Think again. Think again. But if you think we’re going to stay right where we’re at because we think CUNA Mutual is already as good as it gets…then ladies and gentlemen I invite you to Think again, and think real hard. Building the New CUNA Mutual Theme logo Building the New CUNA Mutual—that’s what this meeting is about. We’re embarking on what will be the most important construction project in our seventy-one year history with the crew and many of the tools that have taken 2 us this far. At one time in our history we were a groundbreaking company, and we will be again. But along the way, we made decisions that eroded our very foundation, and chipped away at our strengths. The good news is that our foundation may need patching here and there, but it is still very strong. So, starting today, we’re going to begin rebuilding on that strong foundation. We’re going to tear down some old walls, put in some new windows, and add a few new rooms. But we need your help to make that happen. Together we’re going to build a house that we can all be proud of, and profit from: a house we can’t wait to show to our customers. Over the next few days, we’re going to take a close look at what our new house will look like, and I think you’ll like what you see. I can tell you right now that this new house is being built 3 specifically so that our customers and our sales force have exactly what they need to succeed. Our customers will get the kind of products and services they need, you will have the opportunity to produce the kinds of results the company expects and, as a result, you will earn the rewards you deserve for your hard work. Today, we celebrate success! As we move toward our new future, we do want to take time to celebrate our successes as individuals, and as a company. That’s how we’ll be spending the rest of the day today. Friday morning Then, tomorrow morning, we’ll begin (Photo of blueprints) sharing our blueprint for change for Blueprint for Change CUNA Mutual. You will see for yourself how we’re building on the rock-solid foundation of our past to create an even stronger future. You will see our plans for making CUNA Mutual an edgier and more proactive competitor. We’re going to show you the tools 4 we’ve created that will make your customers take a longer, harder look at our new house. And once they step inside that new door we’ve built just for them, they’ll feel so welcome they just won’t want to go anywhere else. I’ll be back to share more specific thoughts about our foundation for the future at that time. Friday Afternoon, Saturday Tomorrow afternoon and again on (Photo toolbox) Saturday, we will be helping each other Our new toolbox learn how to use these new tools to our best advantage: to grow, to succeed, and to build the best-looking house this industry has ever seen. If you think that sounds audacious, if you think I’m just blowing smoke because that’s what I’m supposed to do, if you still think this is going to be the same old sales meeting you’ve been going to for years, I invite you to take a closer look around this room… Think again. (PAUSE and gesture)…and THINK 5 AGAIN. Saturday night: We’re so confident that our plans for Let’s Celebrate! Building the New CUNA Mutual are going to succeed, we’ve already scheduled the celebration. That will be Saturday night and trust me, by that time, we will all have reason to celebrate because this new CUNA Mutual we are building together is worth shouting about. Building the New CUNA Mutual Theme logo Any good construction project has to have a lead architect. He’s the guy who asked me to join this crew and be a part of this momentous event in “He is a CEO who is not sitting idle while competitors catch up…who is taking on the tough issues and putting himself on the line.” Paul Gentile Credit Union Times CUNA Mutual history. Paul Gentile, editor of the magazine Credit Union Times, recently wrote an op-ed piece about CEOs. Here is what he said about Jeff: He is a CEO who is Jeff Post Lead Architect President and CEO not sitting idle while competitors catch up. He’s a CEO who is taking on the tough issues and putting himself on the line. Ladies and gentlemen, 6 please welcome our lead architect for change, our President and CEO, Mr. Jeff Post! 7