We make it simple.Fourth Pilot Partner Call

September 18th, 2007; 2:00 PM CST

Goals of the call: Incorporate pilot feedback on pricing,

positioning, and packaging of the member/SEG education suite of products

Work to finalize product positioning, pricing and select a few key partners to launch products

Establish criteria to select 3-4 credit unions to launch member/SEG education products in Q4 2007                          

 

TODAY’S AGENDA: Greetings and Introductions QUICK recap of the last pilot call and follow

up on the action items Discussion of pilot partners feedback on

pricing and packaging  Establish criteria to select 3-4 credit unions to

launch member / SEG education products in Q4 2007

Clarification of action items

Greetings and Introductions

Welcome and greetings from the Educated Investor team

QUICK roll call of all attendees

TODAY’S AGENDA: Greetings and Introductions QUICK recap of the last pilot call and follow

up on the action items Discussion of pilot partners feedback on

pricing and packaging  Establish criteria to select 3-4 credit unions to

launch member / SEG education products in Q4 2007

Clarification of action items

Recap from the third pilot call Discussed important key features for the member

education suite of products Provided a demo of the features we have

incorporated thus far  Discussed how to get member/SEG input and

ideas Clarified product positioning, packaging, and

pricing Clarified the action items for next call

 

Follow up on the action items from our third pilot calls

Send notes to pilot partner group by end of week Kristi to follow up with volunteers to schedule one-on-

one calls to discuss packaging, positioning, and pricing of the products

Ellen to send company profiles to pilot group members in PDF format for final details and changes

Follow up with pilot group to discuss getting members involved to get feedback on the configuration of the product

TODAY’S AGENDA: Greetings and Introductions QUICK recap of the last pilot call and follow

up on the action items Discussion of pilot partners feedback on

pricing and packaging  Establish criteria to select 3-4 credit unions to

launch member / SEG education products in Q4 2007

Clarification of action items

Discussion of the pricing and packaging of the products

What are the results of the survey?

TODAY’S AGENDA: Greetings and Introductions QUICK recap of the last pilot call and follow

up on the action items Discussion of pilot partners feedback on

pricing and packaging  Establish criteria to select 3-4 credit unions to

launch member / SEG education products in Q4 2007

Clarification of action items

Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4

2007

1. Goals of the process2. Expectations from credit union partners3. Resources Educated Investor will provide4. Establish criteria to select partners

TODAY’S AGENDA: Greetings and Introductions QUICK recap of the last pilot call and follow

up on the action items Discussion of pilot partners feedback on

pricing and packaging  Establish criteria to select 3-4 credit unions to

launch member / SEG education products in Q4 2007

Clarification of action items

Clarification of Action Items• Send notes to pilot partner group by end of week • Scheduling additional (5th) call? What dates would

work for all of you?• Schedule the one on one calls for the pricing• Precision Information to follow up with further

details on what we will need from the key partners• Are we missing anything?

Thank you!