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Wednesday October 17, 2012

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1. State Participation2. Credit Union Agreement Status

• GM Premium Program• TurboTax and Jackson Hewitt

3. Client Support Overview4. Program Updates

• 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

GM PTD Sales as a Percent of Participating Membership

Michigan 91% Arkansas 6.12%

Nebraska 71% Vermont 2.60%

Idaho 69% Wyoming 2.00%

Delaware 68% Louisiana 1.95%

Florida 66% Texas 1.94%

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Percent of Sprint Participating Credit Unions

Credit Unions Added Year to Date 2012

Michigan 75% Louisiana 26

Hawaii 61% Ohio 24

Florida 53% Kentucky 22

Delaware 43% Illinois 18

Arizona 43% Florida 17

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

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Program Support Continues to Grow! What This Means for Credit Unions2012 Growth 12/11 9/12 Increase Total Auto Sales 503,679

Auto 2,617 2,766 149 Revenue Generated - 28K/auto

$14,103,012,000

Sprint 1,560 1,787 227 CU Loans 271,381

Member Rewards 2,547 2,576 29 Loan Amount - $25K/Loan $6,784,525,000

TurboTax (2011 TY) 955 1,060 105* Member Savings - $750/auto $377,759,250

• Over 3,400 supporting credit unions• Over one half million members have saved nearly $380M and generated

over $6.7B in new auto loans• Nearly 1.4M members have saved over $225M with Sprint

* Added 8/11 – 12/11

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Total New TY12 TurboTax Enrollments = 14 accountsTotal New TT Promoter/Sweeps Accounts = 9 accountsTotal 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 January February March April May June July August September TotalStandard NA NA 53 66 70 20 7 2 7 225

Premium NA NA 63 68 94 45 4 19 11 304

Auto category is recovering and new sales are booming. How can we

better help you provide discounts to members and capture loans?

• 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:– 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

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) PromotionCredit union members who transfer from another provider earn a $100 service credit per line when they transfer their number to Sprint

Phone Connect PromotionWhen 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 PromotionCredit union members & employees on Sprint can refer other credit union members & employees to Sprint and each earn a $50 Visa Prepaid Card

*Verification of CU membership is required.

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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).

*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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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.

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.

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.

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Tuesday November 13

2012 - 2013 Credit Union Webinars Dates - All Webinars Begin @ 4:00 PM (EST)

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

Tuesday December 11Tuesday January 8Tuesday February 12Tuesday March 12Tuesday April 9Tuesday May 14Tuesday June 11Tuesday July 9Tuesday August 13Tuesday September 10Tuesday October 8Tuesday November 12Tuesday December 10

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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• $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.

• Over 1,000 credit unions currently offer a TurboTax discount to their members and over 400 accounts offer Jackson Hewitt through the IIA program.

• 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 GrowthLoan Growth

Membership and Income GrowthMembership and Income Growth

Card GrowthCard Growth

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Standard Size and Custom Web Banners

HTML E-mail Templates

Co-Branded TurboTax Website with Your CU Logo and a Cross-Sell Banner

Promoter Federal Discount =

$5 off Deluxe/$10 off Premier/

$15 off Home & Business

Members of participating Credit Unions will have a chance to win the TurboTax

“Double Your Refund” Sweepstakes

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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 Promoter Participant

Discount: $5 Deluxe/$10 Premier/$15 Home & Business 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 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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1. CUSG funds and provides all marketing collateral: Coupon statement inserts, newsletter articles, email template, etc.

2. Members receive a hard copy coupon via statement insert, in-branch and/or printing a website pdf

3. Members redeem the coupon at a Jackson Hewitt office and receive their discount

Sample Co-Branded Coupon

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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 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

Send HTML email to members by CU or CUSG by 1/29/13

* Offer valid for tax prep fees paid of $150 or more. Proof of last year’s tax prep fee required.

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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.

• 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

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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

• 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