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Wednesday October 17, 2012
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1. State Participation
2. Credit Union Agreement Status
• GM Premium Program
• TurboTax and Jackson Hewitt
3. Client Support Overview
4. Program Updates
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GM
Sprint
Dell
Tax Year 2012: TurboTax and Jackson Hewitt
5. Wrap-Up and Reminders
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Percent of IIA Participating
Credit Unions
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Michigan
GM PTD Sales as a Percent of
Participating Membership
6.12%
91% Arkansas
Nebraska
71% Vermont
2.60%
Idaho
69% Wyoming
2.00%
Delaware
68% Louisiana
1.95%
Florida
66% Texas
1.94%
Percent of Sprint Participating Credit Unions Added Year to
Credit Unions
Date 2012
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Michigan
75% Louisiana
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Hawaii
61% Ohio
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Florida
53% Kentucky
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Delaware
43% Illinois
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Arizona
43% Florida
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• Over 3,400 supporting credit unions
• Over one half million members have saved nearly $380M and generated
over $6.7B in new auto loans
Credit
Unions
• Nearly 1.4M members
have
saved over $225M with Sprint
Program Support Continues to Grow!
What This Means for Credit Unions
2012 Growth
12/11
9/12
Increase
Total Auto Sales
503,679
Auto
2,617
2,766
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Revenue Generated - 28K/auto $14,103,012,000
Sprint
1,560
1,787
227
CU Loans
271,381
Member Rewards
2,547
2,576
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Loan Amount - $25K/Loan
$6,784,525,000
TurboTax (2011 TY)
955
1,060
105*
Member Savings - $750/auto
$377,759,250
* Added 8/11 – 12/11
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
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Total New TY12 TurboTax Enrollments = 14 accounts
Total New TT Promoter/Sweeps Accounts = 9 accounts
Total New TT Participant Accounts = 5 accounts
Total New TY12 JH Enrollments = 16 accounts
Due to Intuit Implementation Schedule, CUs Must Enroll By November 1st to
Participate in the TurboTax Sweepstakes
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Enhanced Program Enrollments
Standard
January
NA
February
NA
March
53
April
66
May
70
June
20
July
7
August
2
September
7
Premium
NA
NA
63
68
94
45
4
19
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Total
225
304
Auto category is recovering and new
sales are booming. How can we
better help you provide discounts to
members and capture loans?
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• Due to the growth of the Invest in America program, the Client Support
Department has been added to provide our Partner CUs with dedicated
staff to support all IIA Products
• Support Team is responsible for assisting CUs with:
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IIA program enrollment/renewal processing
Marketing material request fulfillment
Contact updates
Partner Center assistance
IIA program/promotion optimization
Member service issues
• Credit Unions needing assistance should use the contact information
below
– General info: 866-348-2887 or clientsupport@cusolutionsgroup.com
– Support requests: iiasupport@cusolutionsgroup.com
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• Evergreen contract renewed
– No significant changes
• Key program focus continues to be credit union
marketing efforts
• Providing credit unions real-time authorization
request data in development
• Continuing effort to refine privates offers to
maximize credit union success
• Escalations of concerns need to be directed to your
NBCs or Drew.Cook@cusolutionsgroup.com
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• We have updated LoveMyCreditUnion.org to reflect
the new TruStage branding
– Check out our new TruStage landing page on
LoveMyCreditUnion.org!
• We are working with CMG to create marketing
materials for credit unions
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Remind credit unions that have not yet renewed for the 2012-2013 Contract Year
(October 1, 2012 through September 30, 2013) that now is the time.
Remaining schedule for the 2012-2013 Contract Year statement insert opportunities:
• January Mailing (12/31/2012 Statement Closing Date)
– Requests must be received by 12/1/2012
• April Mailing (3/31/2013 Statement Closing Date)
– Requests must be received by 3/1/2013
• July Mailing (6/30/2013 Statement Closing Date)
– Requests must be received by 6/1/2013
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Sprint is offering the following promotions to members in addition to the 10% Credit
Union Member Discount and waived activation fee.
Port-in (Switch To Sprint) Promotion
Credit union members who transfer from another provider earn a $100 service credit
per line when they transfer their number to Sprint
Phone Connect Promotion
When members replace their home phone service with Sprint Phone Connect, they
can enjoy up to $100 in instant savings on a smartphone
Employee/Member Referral Promotion
Credit union members & employees on Sprint can refer other credit union members &
employees to Sprint and each earn a $50 Visa Prepaid Card
*Verification
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of CU membership is required.
This marks the return of our very successful 2011 promotion and is stackable with the
Employee/Member Referral Promotion.
When: Runs now through December 31, 2012
What: For a limited time, credit union members who Switch To Sprint from a
competitive provider receive a $100 service credit for each newly activated
line of service.
How: Visit www.LoveMyCreditUnion.org/Sprint for details on the 10%
discount* on select monthly services plans & waived activation fee.
Upon activation: members visit www.sprint.com/promo/iL29171PC within
72 hours of port-in activation to request your service credit.
The service credit will be applied to the first or second invoice after they have been a
Sprint customer for 61 days. It will appear as "Valued Customer Service Credit."
* Application of discount requires 2-year contract extension on existing plans. Verification of membership is
required at time of activation/upgrade Discount not available on secondary lines for Family and Business Share
plans. iPhone is eligible for this promotion.
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When members replace their home phone service with Sprint Phone Connect, they can
enjoy up to $100 in instant savings on a smartphone. This promotion is stackable with
the Port-In Promotion (both devices must be activated at once by 12.31.12).
When: Runs now through January 10, 2013
What: When members replace their home phone service with Sprint
Phone Connect*, they can enjoy up to $100 in instant savings on a
smartphone.
– Only $19.99/month. Unlimited local and long-distance calling
while on the Sprint network.
– Free Sprint Phone Connect device; easy start up
– Keep your phone number
How: Offer only available in Sprint Stores. Members should
mention Corporate ID: NACUC_ZZM to claim the discount. Must activate
both devices in store on the same account at the same time.
*Requires a two-year Agreement/activation. Home phone not included. $100 may be used on iPhone.
** Not eligible for the Credit Union Member Discount.
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For the first time Sprint has developed a dedicated referral program for credit unions
and their members. This promotion is available to more than 1.3 million
participating employees/members.
Referring employees/members must be a current Sprint customers with a credit
union discount. This referral promotion is stackable with the Port-In Promotion.
When: Runs now through December 31, 2012
What: Refer credit union members or credit union coworkers to Sprint and
if they sign up, both will receive a $50 Visa Prepaid Card. Earn up to $250
when five new accounts are referred. (Maximum: five accounts)
How: Current Sprint customers with a credit union discount can start
referring today using: www.sprint.com/promo/iL1951RR
For promotion details visit: www.LoveMyCreditUnion.org/Sprint
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To ensure the continued integrity of this program, members must periodically
provide documentation to verify eligibility of credit union membership.
•New customers are required to fill out a verification form within 30 days of activation.
•Current customers are required to provide proof of discount eligibility when
upgrading their device if it has been 20+ months since their last validation.
Members can visit www.sprint.com/verify, and select “fax or upload your verification”
where they can complete and upload the form and attach their proof right to the site.
Members will be automatically reminded if they forgot to include their proof. Members
may also fax their form and their proof of eligibility within 30 days of service activation or
new discount application to the Sprint Corporate Accounts Department: 913.523.1987 or
toll free: 877.687.8211.
Email verification is NOT an option.
Membership proof option must include member’s name with all confidential
information blocked out.
● CU check ● Unexpired CU credit/debit card ●
● Current CU statement issued within the last 60 days ● CU membership card ●
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The annual Sprint marketing incentives are generated from overall member usage – a
good reason to keep it in members’ minds. The more the program is taken advantage
of, the more members save and the higher the incentives become.
Credit union 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
Additional ways credit unions can keep Sprint growing: statement messaging, posters,
team up with local Sprint stores for lobby events, add the discount to benefits of credit
union employment.
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Goals: Establish BizKid$ as the premier financial literacy delivery mechanism for students
and increase the awareness of financial literacy concepts to kids nationwide. Over 290
credit unions and leagues/LSCs have collectively raised $13 million in funding over the last
five years to support the Biz Kid$ Financial Literacy Initiative.
Request to Credit Unions: Allocate just 10 percent of their Invest in America Sprint
marketing incentive to Biz Kid$. Their contribution will support an important initiative that
brands America’s Credit Unions as a premiere sponsor of teaching consumers about
responsible money management.
Next Steps: In late October, credit unions will receive additional information on how they
can be a part of this exciting effort. They will also have the ability to visit their Scorecard
located in the Partner Center of the Invest in America website to obtain an estimate of their
2012 Invest in America Sprint marketing incentive.
Additional questions?
Please contact Lisa Treat or Nancy Sawicki at 800.262.6285 or
InvestinAmerica@CUSolutionsGroup.com, or Danielle Brown at 971.295.6800 or
bizkids@ncuf.coop.
2012 - 2013 Credit Union Webinars Dates - All Webinars Begin @ 4:00 PM (EST)
Tuesday November 13
Attendee URL: https://www.livemeeting.com/cc/cuvillage/join?id=6293895&role=attend
For Toll Free Audio Call: 1.866.816.1627
Participant Code: 142 429 6183
Attendee URL: Will be sent monthly to leagues/LSCs
For Toll Free Audio Call: 1.866.816.1627
Participant Code: 142 429 6183
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Tuesday
Tuesday
Tuesday
Tuesday
Tuesday
Tuesday
Tuesday
Tuesday
Tuesday
Tuesday
Tuesday
Tuesday
Tuesday
December 11
January 8
February 12
March 12
April 9
May 14
June 11
July 9
August 13
September 10
October 8
November 12
December 10
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• $50 Savings on New Dell Ultrabooks
– Kick start projects & passions with Dell’s extraordinarily slim
Ultrabooks
– Instant savings – simply use coupon code when placing order
– Discount offered thru October 31, 2012
• Double Member Discount on Windows 7 Systems
– Members receive a double discount when purchasing specified Dell Windows
7 systems
– Promotion runs through October 28, 2012
• Dell Advantage – Additional Discounts
– 5% back in the form of a Dell eGift card on all purchases
– Free second day business shipping
– Exclusive discount offers for computers, electronics, and accessories
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TurboTax & Jackson Hewitt were added to
the Invest in America program in January
2011.
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Over 1,000 credit unions currently offer a
TurboTax discount to their members and over
400 accounts offer Jackson Hewitt through
the IIA program.
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Offering both TurboTax & Jackson Hewitt
provides a discount to members who prefer
to file their taxes online or with the help of a
tax professional.
Loan Growth
Membership and Income Growth
Card Growth
Co-Branded TurboTax Website with
Your CU Logo and a Cross-Sell Banner
Members of participating Credit Unions
will have a chance to win the TurboTax
“Double Your Refund” Sweepstakes
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Promoter
Federal Discount =
$5 off Deluxe/
$10 off Premier/
$15 off Home &
Business
Standard Size and
Custom Web Banners
HTML E-mail
Templates
Theme: Double My Refund
Time Period: January 3 – February 28, 2013
Entry Method: Members are automatically entered into the
Sweepstakes upon starting a TurboTax return during the
Sweepstakes time period (and providing a valid email address).
Prizes: Three Grand Prize winners - Double your tax refund (or
liability), up to $5K each. Ten $500 each prizes.
Management: Intuit and CUSG will completely manage sweepstakes
rules and prize distribution.
Due to Intuit Implementation Schedule, CUs Must Enroll By November 1st to
Participate in the Sweepstakes
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CU Benefits
Discount: $5 Deluxe/$10 Premier/$15 Home & Business
Promoter
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Discount: $5 Federal Deluxe
Sweepstakes (Must enroll by November 1, 2012)
Co-Branded Site: CU logo and Cross-Sell Banner
Web Banners: Custom sizes and formats (upon request)
Web Banners: Standard sizes and formats
Emails: Co-branded HTML email templates
Emails: Optional delivery by CUSG of required HTML emails (upon request)
Tracking & Reporting: Unique CU links & visit/unit reports
Participant
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Marketing Requirements (December-April)
Post web banner above the fold on CU website home page & online banking
throughout the duration of the tax season (December – April)
Send two dedicated TurboTax emails to your members:
(First email must be sent by 1/26/13 & the second before 4/1/13)
Promote TurboTax in newsletters or e-statements by 2/9/13
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CU Benefits
JH
Program
Discount: $30 discount -OR- $50 Less* than last year
Co-branded online coupon with CU logo
Printed Material: Free statement inserts & lobby posters
Emails: Co-branded HTML email templates
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Marketing Requirements (December-April)
Send free statement inserts to members in Dec or Jan
(CU partners that distributed inserts had 4x higher member
participation)
Host an in-branch tax prep event with a local Jackson
Hewitt franchise representative
Sample
Send HTML
email
to members by CU or CUSG by 1/29/13
Co-Branded
Coupon
* Offer valid for tax prep fees paid of $150 or more. Proof of last year’s tax prep fee required.
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2.
3.
CUSG funds and provides all
marketing collateral: Coupon
statement inserts, newsletter
articles, email template, etc.
Members receive a hard copy
coupon via statement insert, inbranch and/or printing a website
pdf
Members redeem the coupon at a
Jackson Hewitt office and receive
their discount
One TY12 Tax Webinar Remaining before Sweepstakes Enrollment Deadline:
Wednesday, October 24, 2012 @ 3pm ET
-OR-
Enroll Online Today*:
http://www.lovemycreditunion.org/Tax-Services---Updated-2012-909.html
* No action required for credit unions that enrolled at the Promoter level last tax season.
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• A report to track league
marketing and sales activities
for IIA programs
– Sprint sales & marketing activity
– IIA sales & marketing activity
• Updated by Leagues Quarterly
• Available through NBC’s and
on the Partner Center in the
LSC Resource Center
Actions Requested
•Submit quarterly updates by the 15th of the month following the end of the
quarter using the revised form
•Updates to be completed on revised Excel Document
•Updates to be sent to InvestinAmerica@CUSolutionsGroup.com
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•
League Conference Calls will be held the 1st month of each quarter on
Wednesday’s at 3pm EST*
– January 16, 2013
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Access Information
– Toll free: +1 (866) 816-1627
– Conference ID: 1177265367
*Attendance required for Leagues Endorsing or Partnering with Big Ticket and Endorsing
Member Rewards
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