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Wednesday April 17, 2013

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1. Credit Union Participation

2. IIA Stats

3. Program Updateso TurboTaxo Sprinto GMo Credit Union Auto Clubo ShopAmericao Dello ADT

4. Wrap-Up and Questions

5. Next Call

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!

IIA Participation 12/11 12/12 3/13

IIA Overall 3,314 3,400 3,457

Auto 2,617 2,772 2,803

Sprint 1,560 1,806 1,827

ShopAmerica/Member Rewards 2,547 2,602 2,599

TurboTax (2011 TY) 955 1,142 1,218

Credit Union Auto Club N/A N/A 39

Nearly 3,500 credit unions support one or more IIA programs!

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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Sales (thru 2-13) Member Savings (thru 2-13)

Total Sales 3,366,535 Total Savings > $680 million

Sprint Activations 1,203,199 Sprint Savings > $280million

Auto Sales 532,045 Auto Savings > $400 million

Turbo Tax Returns 1,601,012 TurboTax Savings > $8 million

Credit Union Auto Loans (thru 2-13)

Auto Loans Funded 281,041 Auto Loan Value > $6 billion

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Marketing Quantities Cost to Credit Unions

Jackson Hewitt Printed Inserts

1.5M FREE

TurboTax Custom Web Banners

250+ unique banners(Requested by 90+ credit unions)

FREE

TurboTax Member Emails Sent

150K+ (Requested by 23 credit unions)

FREE

1.) How can CUSG help you encourage better adherence to our tax programs next tax season?2.) What type of feedback have you received from your credit unions regarding the IIA tax programs?

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Enrollment for TY13 Tax programs will begin in August of 2013!

Tax Year 2012 Summary (YTD Through 3/31): Total Number of Members Completing Taxes through IIA Tax Program:

• TurboTax 145,850

• Jackson Hewitt 2,464

Total amount saved by CU members:

• TurboTax $647,795

• Jackson Hewitt $79,420

Total Web Traffic from TurboTax program: 529,983 web visits

Total number of participating credit unions:

• TurboTax 1,215

• Jackson Hewitt 508

Total number of CU’s with Sweepstake Winners: (Not yet confirmed)

10 of 13Including 1 Grand Prize winner

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Web Site Banner AdsBanner ads have not been updated as of late. Prior to our last audit in December/January, the last Web audit was completed in April of 2012 (they are done twice annually: April and year end). Updated materials, including lobby materials and Web banner ads were sent out in June 2012, so if credit unions were not linked correctly beginning in June 2012, they would have not updated and would not show until the next audit which is where we currently are. Once they update correctly, there will be no need to do it again as updates will automatically happen.

If a the league/LSC or credit union does not notify our Client Support Team (ClientSupport@cusolutionsgroup.com) that they have made the update, it will not be updated in our records until the next official audit. Part of the reason we send monthly reports to the leagues/LSCs is to give you the opportunity to communicate the information with your credit unions and update our team as needed.

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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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Renewal Forms for the Sprint Credit Union Member Discount program should be submitted no later than October of the new Contract Year (October 2013).

Participating credit unions are responsible for marketing the program throughout the entire Contract Year, via their website, lobby and newsletter beginning in October, regardless of when they schedule their statement insert mailing, by utilizing the free materials provided.

Credit unions can submit their renewal form in October and still schedule for a July statement insert mailing.In the future, please communicate this to your credit unions to ensure that they have ample time to fulfill all of the minimum marketing requirements.

Remaining opportunities for the 2012-2013 Contract Year statement insert: July Mailing (6/30/2013 Statement Closing Date) Requests must be received by 6/1/2013

Of the 1,838 participating credit unions, 13% (248) have not yet renewed for the 2012 - 2013 Contract Year.

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As our partner, here are the things your organization can do to assist in making the program a success for all.•Post information regarding Sprint Verification on your Website and encourage your credit unions to do the same

(Sample: http://www.lovemycreditunion.org/IIA-Application-961.html)

•Send your credit unions emails regarding verification and remind them of what they can do to help their members continue to receive the benefits of this program •Continue to grow your state(s) credit union participation•Follow up on credit union inquiries/needs: I will be sending these directly to the leagues/LSCs for assistance•Encourage Credit Unions to keep Sprint on their members’ minds•Encourage 2012 – 2013 Contract Year renewals

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To ensure the continued integrity of this program, members must periodically provide documentation to verify credit union membership = eligibility of the program discount.

•New customers are required to verify credit union membership 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

Proof of membership options include any of the below with the member’s name:● Credit union check ●

● Unexpired credit union credit/debit card ● ● Current credit union statement issued within the last 90 days ●

● Credit union membership card ●

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Verification is easy and only takes a few minutes to complete. There are two ways to verify credit union membership:•Free Invest in America app for Android and/or iPhone

– iPhone users can find it at the Apple App Store. – Android users can find the app in the Android Market. – Members just need to search for “Invest in America.” – Members will be prompted to black out all confidential information within the app right on

their phone. – This app also lists all other Invest in America discounts.

•Fill out and fax the Sprint verification form and supporting documents to the Sprint Corporate Accounts: 913.523.1987 or toll free: 877.687.8211 Members need to black out all confidential information ontheir documentation prior to faxing.

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Sprint Membership Verification

Highest Lowest

Overall HI – 52% NV – 18%

New Activations KY ● NM – 49% LA – 10%

Revalidation NM – 10% TX – 1%

Current Verification NumbersVerification is building slowly, but needs a lot of attention. From January program numbers, overall verification is up to 36% from the previously reported 15%. 33% of new customers validate, while those revalidating (already on the program) are validating at 5%.

Of the members that attempt validate, 96% are successful.

State Numbers & ImpactWe will be providing the National Business Consultants with each states’ numbers along with the potential loss of revenue to the

program by state.

Invest in America App Usage - Launched December 7, 2012

Downloads : 18,850 ● Apple: 8,403 ● Android: 10,447

Verification Submissions: 10,638

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CU Solutions Group Efforts•Developed and launched the IIA app

•Created app “how to” tutorials (LMCU) for member education

•Created newsletter articles for both CUs and members (LMCU)

•Continued communication: leagues/LSCs, all participating CUs and members

•Sent educational e-mails directly to IIA opted-in members

•Provided IIA/Sprint signage to 300+ Sprint locations (malls, etc.)

•Created 10,000 fact/“how to” sheets for Sprint store locations to educate staff on the discount and app

In Process•Building a credit union Visa and MasterCard BIN database in partnership with the League of Southeastern Credit Unions

•Updating all literature to include the QRC to app

•Creating app “how to” video tutorial for member education (LMCU)

•Continue educational e-mails directly to IIA opted-in members

•Constant communication to leagues/LSC and CUs

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Sprint Efforts•Revised the Verification Form removing any reference to e-mail (LMCU)

•Created internal staff training video on the app for Sprint stores

•Educate consumer at POS

•Sending current customers text message reminders

•Sending current customers email prompts

•Leaving current customers voicemail message reminders

•Extended new customer verification time from 14 to 30 days.

•Using CU checking account auto payment records to validate

In Process•Building out the process of comparing BINs against member payments by credit union credit card/debit card for membership validation

•Distributing 10,000 fact/“how to” sheets to sales channels to educate staff on the discount and app

•Constant communication to all channels

Reminders Prior to Discount RemovalDay 1: SMS Day 10: SMS (emails sent also if given) Day 20: SMS (emails sent also if given)Day 25: Voice message Day 30: SMS alerting customer discount is being removed

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League/League Service Corps•Post information regarding Sprint verification to your league/LSC website:

– Button to the Invest in America App– Verification Form– Newsletter Articles– Tutorial (video coming soon)– Benefits

•Use the verification newsletter article in your publications

•Send emails to credit unions reminding them of the importance of verification

•Communication, communication, communication!

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Credit Unions•Post information regarding Sprint verification to their credit union website:

– Button to the Invest in America App– Verification Form– Tutorial (video coming soon)– Benefits

•Include the verification newsletter article in multiple newsletters

•Add the QRC to the Invest in America app to: statements, newsletter, etc.

•Educate frontline staff of the verification process

•Connect with local Sprint store representative (keep their business cards at teller stations to refer members requesting additional information or assistance)

•Make sure to have the most up-to-date Sprint literature with the QRC

•Communication, communication, communication!

When members replace their home phone service with Sprint Phone Connect, they can enjoy up to $100 in instant savings on a smartphone.

*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 through May 9, 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.

Sprint Referral Rewards is an easy way to share everything you love about Sprint and put money in your pocket. When you refer a friend, and they switch to Sprint, they’ll send you both a $25 American Express® Reward Card.

*Referred customer must sign a new 2-yr. contract. Restrictions apply.

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When: Runs through June 30, 2013

What: You can refer up to 20 friends – and earn up to $500 annually in rewards!

How: visit www.sprint.com/refer

Earn Extra Cash for your Devices. Let us Sprint your unwanted eligible wireless devices off your hands. With the Sprint Buyback program, you can earn up to $300 in account credit when you trade in an eligible device – no matter what carrier it’s from. Ask a Sprint Store representative for details or learn more at www.sprintbuyback.com.

* Restrictions apply.

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• Program focus continues to be credit union marketing efforts • League Marketing reimbursements 2009-2012

– $464,567 – $242,940 – $205,307 – $149,158

• Recovery plan in development targeting CU’s with largest authorization request drop since 2009– NBC’s will review target list with their leagues once finalized– League support needed, help recover your marketing reimbursements

• The U.S. auto industry is on track to achieve 15.5 million sales

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68 %

• GM microsite loan link– When members are looking to obtain an authorization

number for GM Preferred Pricing, they can find their credit union’s name on a drop-down menu that then links them to the credit union’s page of choice

– CU Action Required: credit unions need to provide their name, state and a link (URL) of where members can either apply for an auto loan or learn how to apply for one to IIAloanapplication@cusolutionsgroup.com

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• Credit Union Auto Club was created exclusively for credit union members offering unparalleled service and unprecedented value in roadside assistance and other travel related benefits

– Credit Union Auto Club is backed by Auto Knight Motor Club, a wholly owned company of Fortegra Financial– Fortegra Financial is a NYSE listed, A.M Best “A-“ rated insurance company headquartered in Jacksonville, FL with a 40 year unblemished

record of service delivery and claims payments

• The “Always On” Credit Union Auto Club emergency dispatch center is just a phone call away, 24/7/365 30,000 + service providers throughout the U.S. and Canada

• Member enrollment process for promotional/incentive • Auto insurance deductible reimbursement a la carte feature under consideration

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Emergency Roadside Assistance Emergency Tow and/or Extrication

Emergency Lockout Reimbursement Traffic Court Defense

Flat Tire Repair Fuel Delivery Service

Emergency Travel Expense Emergency Ambulance Expense

• Please review the Credit Union Auto Club program overview in the Partner Center League Sales Kit for complete program detailshttp://www.lovemycreditunion.org/League-Sales-Kit-291.html

• Credit unions can enroll by going to the enrollment overview page http://www.lovemycreditunion.org/Credit-Union-Auto-Club-Member-Program-Overview-968.html

• If you or your credit unions would like to learn more about the Credit Union Auto Club program, please join us for an informational webinar on

April 24 or May 1, 8, 15, 22, 29 at 2:00 p.m. EST. To attend any of these webinars, please email

IIAcreditunionautoclub@cusolutionsgroup.com and log-in information will be provided

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• Shop America has a new look and added features to enhance the shopping experience for credit union members.

• Now over 1,500 online and in-store retailers offering cash back for every purchase.

• Wide range of exceptional retailers including top national retailers. • Shop America now offers 24/7 customer service support to assist members

with general inquiries, questions about their purchases, or their Shop America account.

• Click here to check out the new look of the Shop America Mall • Coming soon

– Instant savings/coupon platform will join the Shop America program– Exclusive discounts for credit union members at over 200,000 retailers across the U.S. and

online– Discounts of up to 50% off at restaurants, retailers, hotels, theme parks and much more– Marketing reimbursement potential for Leagues and credit unions

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• 10% savings on select Dell Touch Systems– Dell is helping credit union members touch the future with 10% off select Dell touch systems– Credit union members can experience the new advances and leading-edge intuitive touch experiences– Instant savings – simply use coupon code RG3?DDM?DP47FB when placing order– Discount offered through April 30, 2013– Click here to view offer details

• 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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• Stage: Almost complete! (contract in redline)• Burglary, Fire, Carbon Monoxide and Medical Alert

monitoring• 6.3 million subscribers - largest provider in US • Possible marketing reimbursement for both credit

unions and leagues• Offer includes:

– Free monitoring system ($850 value)– $100 Visa gift card – 2nd Key fob free ($125 value – exclusive to credit

union members)– $100+$125 = $225 in savings to members vs.

consumer offer– $99 installation– 3 year term

Credit Union Members Save up to $225 !!

PLUS 2nd Key Fob Free!($125 Value!!)

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• League Conference Calls will be held the 1st month of each quarter on Wednesday’s at 3pm EST*

– July 17, 2013– October 16, 2013

• Access Information– Toll free: +1 (866) 816-1627– Conference ID: 1177265367

*Attendance required for Leagues participating in IIA