1. INVEST IN AMERICA MEMBERSHIP ENHANCEMENT SOLUTIONS OVERVIEW

2. Value Proposition Membership Enhancement Programs Impact – Its Working IIA Offers – Grow Loans, Generate Income, Increase Value of Membership & Credit/Debit Card Transaction Volume Best Practices Integrating IIA into your Core Services

3. 2009 CU Journal’s Innovation of the Year Award 2012 NCUF Herb Wegner Memorial Award for Outstanding Program “Rarely has the Awards and Nominating Committee collective scored a program so high,” said NCUF Awards & Recognition Committee Chairman Bob Schumacher. “When you look at the numbers that support Invest in America’s efforts, the outcome is so overwhelming, it’s hard to grasp or comprehend all its immensity.” - Watch Award video filmed by CUNA about IIA – IIA Video Source - National Credit Union FoundationIIA VideoNational Credit Union Foundation

4. IIA provides tools to help meet your credit union’s goals. Simply choose the offers that relate to your goals and promote them in conjunction with your core services: – Increase auto loans – Credit Union Member Discount from GM* and AutoNation Direct – Earn non-interest income - Sprint Credit Union Member Discount* and Member Connect** – Increase debit/credit card usage – TurboTax* and Member Rewards* offers including Dell, Shop America, DIRECTV and Member Connect – Enhance member value – GM, Sprint, TurboTax, Member Connect, Dell, DIRECTV, Shop America and Allied Van Lines * Requires specific IIA marketing agreement **Requires agreement with CMG to earn income

5. Enroll in the IIA membership enhancement program to support your needs or goals: – Auto Program - GM Preferred Pricing – Generates deeper loyalty and additional auto loans – Sprint Wireless Services – Personal and business wireless discounts creates deeper loyalty and provides additional non-interest income – TurboTax & Jackson Hewitt - Generates deeper loyalty and increased credit/debit card transactions – Member Rewards – Increases member loyalty and increased credit/debit card transactions with discounts from Shop America, TurboTax*, Dell, Member Connect*, DIRECTV and more For complete details or to sign up visit: http://www.lovemycreditunion.org/Credit_Union_Sign_Up_Forms_147.html http://www.lovemycreditunion.org/Credit_Union_Sign_Up_Forms_147.html * Income opportunity requires agreement with CMG

6. Partner Center provides credit union related information Credit Union Finder so potential members can find you Tips and tools to help members save money Consumer information on credit union differentiation Rotating banners regarding current offers Access via social media sites Member testimonials about why they love their credit union

7. MetricResults Supporting Credit Unions3,462 Sprint1,827 Auto2,803 TurboTax1,218 Activations/Sales/Returns3,366,535 Sprint Activations1,233,478 Auto Sales532,045 TurboTax Returns1,601,012 Member SavingsMore Than $679 Million Total Saved by Members through Sprint ProgramMore Than $272 Million Total Saved by Members through Auto Program$399,033,750 Total Saved by Members through TurboTax Program$8,422,792 Auto Loans Closed281,041 Auto Loan Value$6,046,387,200 Lovemycreditunion.org Unique Visitors YTD/PTD103,828 / 2,281,844

9. Enhanced Program Premium Program Will Drive Increased Loan Volume! The Invest in America Credit Union Member Discount from GM has been enhanced to drive more loans to your credit union. By enrolling at the Premium Level, credit unions can maximize loans while offering this valuable discount and benefit of membership to their members. Premium benefits have been enhanced in many ways: Free custom marketing materials are available to help your credit union optimize program results and increase auto loans Subvented-rate loans are not compatible with the Credit Union Member Discount from GM, driving loans back to the credit union

10. Participation Level Comparison Program Offer BenefitsPremiumStandard Preferred Pricing XX Not compatible with GM subvented rate financing XX Employee pricing for credit union employees who own a non-GM make vehicle X Custom inserts/take ones X General inserts/take ones XX General lobby posters XX Custom web banners X General web banners XX

11. Participation Level Comparison Program Offer (con’t) BenefitsPremiumStandard Email services from CUSG XX E-statement creative XX Newsletter articles and email messages copy XX Email templates XX Website and social media content XX Weekly emails of in-market members XX Loan links on GM microsite XX Access to GM special offers X Occasional GM email marketing services X

12. Custom Statement Insert Variable Fields Credit union name Credit union logo Loan rate Credit union URL to direct members where to apply for loans Web disclaimer

13. Premium Level Annual Marketing Requirements (Jan – Dec) Premium Complete any combination of two (one within first 6 months of enrollment and both annually thereafter): Include in quarterly statement inserts/E-statements A direct mail/loan promotion piece Conduct GM email marketing campaign Complete all: Promote through newsletter/website articles within first 6 months of enrollment and annually thereafter Utilize lobby materials within 60 days of enrollment and ongoing thereafter – take ones, posters Place GM web banners or links on website home page and loan page within 30 days of enrollment and ongoing thereafter Include consumer overview piece in Human Resources new hire and employer group packets within 60 days of enrollment and ongoing thereafter

14. Standard Level Annual Marketing Recommendations (Jan – Dec) Standard Complete one (within first 6 months of enrollment and annually thereafter): Include in quarterly statement inserts/E-statements A direct mail/loan promotion piece Conduct GM email marketing campaign Complete all: Promote through newsletter/website articles within first 6 months of enrollment and annually thereafter Utilize lobby materials within 60 days of enrollment and ongoing thereafter – take ones, posters Place GM web banners or links on website home page and loan page within 30 days of enrollment and ongoing thereafter

15. Program Summary PremiumStandard Credit Union Benefits Preferred Pricing Not compatible with GM subvented rate financing Employee pricing for credit union employees who own a non-GM make vehicle Custom and general inserts/take ones Custom and general web banners Access to GM special offers Occasional GM email marketing services Lobby posters Email services from CUSG E-statement creative Newsletter articles and email messages copy Email templates Website and social media content Weekly emails of in-market members Loan links on GM microsite Preferred Pricing Not compatible with GM subvented rate financing General inserts/take ones General web banners Lobby posters Email services from CUSG E-statement creative Newsletter articles and email messages Email templates Website and social media content Weekly emails of in-market members Loan links on GM microsite Credit Union Annual Marketing (January – December) REQUIRED Complete any combination of two (one within first 6 months of enrollment and both annually thereafter): Include in quarterly statement inserts/E-statements A direct mail/loan promotion piece Conduct GM email marketing campaign Complete all (annually or ongoing thereafter): Promote through newsletter/website articles within first 6 months of enrollment Utilize lobby materials within 60 days of enrollment Place GM web banners or links on website home page and loan page within 30 days of enrollment Include consumer overview piece in Human Resources new hire and employer group packets within 60 days of enrollment RECOMMENDED Complete one (within first 6 months of enrollment) and annually thereafter): Include in quarterly statement inserts/E- statements A direct mail/loan promotion piece Conduct GM email marketing campaign Complete all (annually or ongoing thereafter): Promote through newsletter/website articles within first 6 months of enrollment Utilize lobby materials within 60 days of enrollment Place GM web banners or links on website home page and loan page within 30 days of enrollment

16. Pricing Example

17. Frequently Asked Questions Question:Does my credit union have to enroll? Answer:Yes, to receive the benefits of the Premium program you must enroll. However if you were previously signed up for Big Ticket your Credit Union already has access to the Standard Program benefits. Question:Is there a deadline to enroll? Answer:No, all Credit Union Members remain eligible for Preferred Pricing. Question:What are the main differences between the Premium and Standard enrollment level? Answer: Employee pricing for credit union employees who own a non-GM make vehicle Custom inserts/take ones Custom web banners Access to occasional GM special offers Occasional GM email marketing services Question:Are Employee Pricing and the Credit Union Member Discount stackable? Answer:GM Employee Pricing consists of an employee vehicle allowance (EVA) which is a cash discount in addition to the credit union member discount For a complete list of FAQ’s go to: http://www.lovemycreditunion.org/FAQs-829.html http://www.lovemycreditunion.org/FAQs-829.html

18. Credit Union Loan links on GM micro-sites: IIA is currently collecting credit union loan page links to add to our micro sites: – Easy access to your loan app or loan page – Drive more auto loans to your credit union and extend GM Preferred Pricing to your members Find a Credit Union tab added below Find a Dealer GM Credit Union Micro Site

19. Report s located on Partner Center and are exportable to Excel for easy use GM authorization request report identifies members that requested a code from GM – Includes street and e-mail addresses Hot leads you can use to follow up with members! Additional reports identify sales for Member Rewards Program Credit UnionFirst NameLast NameAddressCityStateZipEmailRegistration Date Status Sample Credit UnionGeorgeSmith39832 Spacely DrNoviMI48188CUMember@YAHOO.COM3/19/2011Requested Sample Credit UnionJaneJones25797 CoggswellSouthfieldMI48178CUMember@ATT.NET3/18/2011Requested Sample Credit UnionJudyO'Hara45090 Rosy LaneFarmingtonMI48170CUMember@HOTMAIL.COM3/16/2011Submitted Sample Credit UnionElroyReed8203 Astro DrWayneMI48185CUMember@COMCAST.NET3/12/2011Requested

20. 3.9% for 60 Months Subvented Financing*: 2.49% for 60 Months Credit Union Financing**: MSRP: $31,400 Down Payment: $2,000 Consumer Cash: $0Consumer Cash: $2,000 Invest in America Discount 0 Invest in America Discount $1,659 Loan Amount: $29,400Loan Amount: $25,741 Monthly Payment: $540Monthly Payment: $457 Total Savings From Financing at Your Credit Union: $4,980 The Credit Union Member Discount from GM is no longer compatible with subvented rates such as 0%, 1.9%, 2.9%, etc. that have been bought down and offered through captive finance sources Members will be encouraged to use low-rate credit union financing in conjunction with cash incentives resulting in very competitive monthly payments. Example at right: 2012 Chevrolet Silverado 1500 LT Extended Cab 2WD Member receives $2,000 total cash allowance in lieu of the lowest subvented rate- 3.9% for 60 months for qualified customers $2,000 down payment from member *Chevrolet Silverado lowest subvented rate as of January 5, 2012 ** Published rate from a credit union website as of January 5, 2012

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22. The newest Invest in America program created exclusively for credit union members Provides unparalleled service and unprecedented value in roadside assistance and other travel-related benefits From little incidents like being locked out of a vehicle to bigger troubles like needing a tow truck, Credit Union Auto Club keeps members moving on the road Professional customer service team 24/7 to assist members 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. Its Motor Clubs have a 40-year unblemished record of service delivery and claims payments. The “Always On” CU Auto Club emergency dispatch center is wholly owned and operated by Auto Knight Motor Club. Credit unions are eligible to receive marketing reimbursements when members purchase memberships in Credit Union Auto Club 22

23. 23 ServiceDescriptionBenefit Emergency Roadside Assistance Service call to member’s disabled vehicle including; tire change, jump start, fuel, breakdown, mechanical impairment INCLUDED – SIGN AND DRIVE Up to $75.00 benefit maximum Emergency Tow and/or Extrication Service call to tow and/or extricate member’s disable vehicle. 10 mile town range or up to maximum benefit. INCLUDED – SIGN AND DRIVE Up to $75.00 benefit maximum Emergency LockoutServiceperson or locksmith service call to open locked vehicle INCLUDED – SIGN AND DRIVE Up to $75.00 benefit maximum Emergency Ambulance ServiceAmbulance fees to transport member from vehicle accident to hospital Up to $150.00 benefit Reimbursed expense Flat Tire RepairFlat tire repair expense Up to $15.00 benefit Reimbursed expense Fuel Delivery ServiceDelivery of fuel to member’s vehicle, fuel charges apply Up to $15.00 benefit Reimbursed expense Map Service Member contacts customer service and requests maps showing the best route to any destination in the U.S. or Canada FREE Traffic Court DefenseFees paid to your attorney to defend you in court on traffic ticket $100.00 Reimbursed expense Legal FeesFees paid to your attorney to collect for damage and/or personal injuries sustained by you in a car accident $100.00 Reimbursed expense

24. Credit unions are eligible to earn $5 - $9* per membership during the pilot program – The marketing reimbursement is paid annually – Credit unions must enroll in the program to receive marketing reimbursement Credit union enrollment form is located in the Partner Center at on the Love My Credit Union website Access to FREE turnkey marketing materials to promote the program to members The program can also be used as a value add offering when closing auto loans, and as an incentive to your members for using other core products and services 24 *Current plan pricing and marketing reimbursements are for the pilot program. Final plan pricing and marketing reimbursement is subject to change based on results and market intelligence obtained during pilot program.

25. Credit unions that enroll and actively market the program to their members will be eligible to receive marketing reimbursements Member Communications Complete one of the member communications items listed below each quarter for four quarters within a 12 month period and ongoing quarterly thereafter: Ongoing Utilize the following marketing materials within 30 days of enrollment and ongoing thereafter: Place banner or link on website within 30 days of enrollment and ongoing thereafter – Suggested locations: Auto loan page, discount page, insurance page, etc. Utilize lobby materials within 30 days of enrollment and ongoing thereafter – Take ones, lobby posters, digital, video 25

26. Exclusive incentives that help drive membership value and earn your credit union a marketing incentive.

27. Marketing incentives for participation is a great way for credit unions to earn non-interest income Effective tool to promote the added-value of membership FREE marketing materials for statement mailings, newsletters, Website and lobby distribution Unique offers available from Sprint for members Sprint handles all member service needs Opportunities to work with local Sprint stores to support community businesses

28. Member Discounts – 10%* off select regularly priced service plans – Waived activation fee – Waived upgrade fees Business Discounts – 15%* off select regularly priced business service plans – Waived activation (new accounts) – Waived upgrade fees * 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.

29. MARKETING REQUIREMENTS Contract Year = October 1 of each year through September 30 of the following year Promote Sprint service on an exclusive basis Place a Sprint insert in one quarterly mailing per year Continuously display any of the following lobby materials in all branch locations: take-ones, posters, banners, monitor video Publish approved Sprint articles in 2 quarterly newsletters per Contract Year Continuously display approved Web banner/link on credit union Website All Marketing materials are provided FREE of charge! Get started now and join the over 1,800 credit unions participating the Sprint Credit Union Member Discount Program!

30. Posters Take-One Web Banners

31. Bring your existing line to Sprint and receive a $100 credit! When: Runs through April 11, 2013 What: 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. www.LoveMyCreditUnion.org/Sprint Upon activation: members visit www.Sprint.com/promo/iL31154PC within 72 hours of port-in activation to request your service credit.www.Sprint.com/promo/iL31154PC 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.

32. 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 4.11.13). *Requires a two-year Agreement/activation. Home phone not included. $100 may be used on iPhone. ** Not eligible for the Credit Union Member Discount. When: Runs now through April 11, 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. Visit www.Sprint.com/Phoneconnect for additional information. www.Sprint.com/Phoneconnect

33. Switch your business lines to Sprint. The more lines moved - including smartphones, feature phones, mobile broadband cards, netbooks and notebooks – the bigger the bonus. When: Runs through March 31, 2014 What: Credit union business members who Switch To Sprint from a competitive provider, they receive a bill credit of $100 service for each newly activateddevice. How: Visit www.LoveMyCreditUnion.org/Sprint for details on the 15% discount* on select monthly services plans & waived activation fees. www.LoveMyCreditUnion.org/Sprint Upon activation: business members visit www.SprintPortCredit.com within 72 hours of port-in activation to request your service credit.www.SprintPortCredit.com 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.” Visit https://www.sprintportcredit.com for additional information. https://www.sprintportcredit.com * Application of discount requires up to a new 2-year agreement/activation. Verification of membership is required at time of activation/upgrade.

34. Your members business doesn't stop when they walk out the door and their software shouldn't either. Sprint is arming every member business owner with the ultimate products and solutions for maximum mobility and freedom. This cloud-based solutions let your business members work easier wherever they are. When: Runs through March 31, 2013 What: Credit union business members can get a $100 service credit when they buy a smartphone or embedded laptop with Microsoft Office 365. How: Visit www.LoveMyCreditUnion.org/Sprint for details on the 15%* discount* on select monthly services plans & waived activation fees. www.LoveMyCreditUnion.org/Sprint Call 1.877.633.1102 or visit www.Sprint.com/Office365 for details and restrictions.www.Sprint.com/Office365 * Application of discount requires up to a new 2-year agreement/activation. Verification of membership is required at time of activation/upgrade.

35. 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.www.sprint.com/verify 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 ●

36. 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 ●

37. 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 on their documentation prior to faxing.

38. When: March 1, 2013 thru April 30, 2013 Member Offer: Credit Union Members save 10% on select Dell touch systems. Credit union members can experience the new advances and leading-edge intuitive touch experiences with Dell’s touch products. The 10% discount* is available to credit union members on the Inspiron 15Z, Inspiron One 23, XPS 10, XPS12, XPS One 27 and Latitude 10 line of systems. – Instant savings – simply use coupon code RG3?DDN?DP47FB when placing order Additional Savings: Credit union members can register for the Dell Advantage Program and receive cash back and premium Advantage care on select packages. – 5% Dell promo eGift card with each purchase on select packages of $699 or more – Free 2 nd business day shipping – Exclusive member only offers for PCs, electronics and accessories Credit union benefits: – Help members get discounts on innovative technology that gives them the power to do more – Free web marketing materials – Cross-sell opportunity for new credit cards or technology loans and new/re-issued credit cards, home equity loans and other lines of credit For more information visit http://www.lovemycreditunion.org/Dell-763.htmlhttp://www.lovemycreditunion.org/Dell-763.html *10% off of select touch systems (before tax, shipping and handling). Offer valid 03/1/2013 – 04/30/2013. Specifications, availability and terms may change without notice. Taxes, fees, shipping, handling and any applicable restocking charges are extra and vary. Coupon cannot be stacked with any other coupons/offers. Coupon applicable to Inspiron 15z, Inspiron One 23, XPS 10, XPS 12, XPS One 27 and Latitude 10 line of systems only. Excludes non-touch systems. Dell cannot be responsible for pricing or other errors, and reserves the right to cancel orders arising from such errors. One coupon per customer - limit 1 system.

39. Earn cash back on every purchase from over 1,200 retailers! Save up to 30% on select Dell computer packages. Dell advantage provides additional 5% gift card and extra protection for a worry free purchase! Save $160 on first year’s service! Members could save up to $343.90** on average with the TruStage Auto & Home Insurance Program. Save up to 60% on moving and storage expense! Member Rewards Incentives on every day items that help drive card usage and membership value **Figure based on a February 2011 national sample of auto policyholder savings when comparing their former premium with those of Liberty Mutual’s group auto and home program. Individual premiums and savings will vary.

41. Increase customer loyalty and referrals 66% of members are more likely to recommend your financial institution to a friend; 95% feel favorable towards you because of your TurboTax offering. Grow profitable low cost deposits 90% of members used the direct deposit feature in TurboTax; 82% deposited on average $3,044 tax refund with the host financial institution. Increase site traffic & maximize cross-sell and up-sell opportunities ~20% of members are more likely to fund an IRA or other investment with their tax refund. Strengthen your position as a trusted advisor Stay at the center of your members’ financial lives by providing the #1 best-selling and most trusted tax software; there’s no reason for them to go anywhere else! Provide savings for your members Discounts available based on marketing commitment. 52% of members purchased TurboTax through their credit union website due to discount. All at NO cost to you!

42. GETTING STARTED: SELECT YOUR PARTICIPATION LEVEL CU BenefitsPromoterParticipant Discount: $5 Deluxe/$10 Premier/$15 Home & Business Discount: $5 Federal Deluxe Sweepstakes 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

43. Standard Size and Custom Web Banners HTML E-mail Templates Co-Branded TurboTax Website with Your CU Logo and a Cross-Sell Banner Members who start a TurboTax return between 1/3/13 – 2/28/13 will be entered into the “Double My Refund” sweepstakes Promoter Fed Discount = $5 Deluxe/ $10 Premier/ $15 Home & Business

44. Provide discounted tax prep services to the 60% of your members that prefer to file their taxes with a local tax professional CU member discounts: Either $30.00 Off or $50 Less** than last year when members switch from a competing tax prep company. CUSG provides free, co-branded printed coupons to include in your December or January statements. JH provides national coverage: Over 6,000 tax preparation offices during tax season Convenient office locations near the vast majority of your members Unlike other tax prep franchises, JH doesn’t use tax prep as a tool to acquire customers from Financial Institutions FREE Accuracy Guarantee* with every paid return No appointment necessary FREE Refund Estimate *Terms and conditions apply. Ask a tax preparer for details. ** Offer valid for tax prep fees paid of $150 or more. Proof of last year’s tax prep fee required. Over 400 credit unions partnered with CUSG last year to offer Jackson Hewitt 44

45. 1.CUSG funds and provides all marketing collateral: Coupon statement stuffers, newsletter articles, email template, etc. 2.Your members receive a hard copy coupon via statement stuffer, in-branch and/or printing a website pdf 3.Your members redeem the coupon at a Jackson Hewitt office and receive their discount Sample Co-Branded Coupon 45 CU BenefitsJH 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 local Jackson Hewitt franchise 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.

46. Free ready-to use marketing materials including: Customization and campaign execution services available Monthly newsletter Frontline Staff Resource Guide National program support Email blasts Newsletter articles Take Ones E-Statement Artwork On-hold Messages Statement Inserts Logos Posters Website banners

47. Prominently display the Invest in America program marketing materials in your lobbies - posters and take ones Publish quarterly IIA article in credit union’s newsletter Use IIA poster as a flyer in your new membership packets and SEG communications Utilize provided emails to keep your members informed Use the free frontline resource and newsletter to train staff on the discounts and benefits so they can effectively promote it to your members Hand out take-ones at the teller line to reinforce the value membership Use the videos created by CU Solutions Group in your digital displays to encourage members to learn more about Invest in America Promote Invest in America on your outdoor electric signs, drive thru wraps and ATMs

48. Use Invest in America website banners to link your website directly to the Shop America save pages as a savings tool for your members to use. Place the banner on: Home Page Benefits of membership page(s) Checking Account pages Credit and Debit card pages Mortgage and Home Equity loan pages (to promote the benefit from Allied & Liberty Home Insurance) Online credit card application page Insurance Pages

49. Create a member discount page on your website which lists in detail all the credit union member discounts available including those from IIIA

50. Tie the Shop America discounts into your credit union’s marketing calendar to enhance the promotions you run on your core products and services to help increase your share of wallet. Maintain a strong tie between using the credit union’s debit and/or credit card to the additional discounts available through Shop America. Back to School Promotions Checking Account Promotions Credit Card Promotions Holiday Promotions Home Improvement Promotions

51. Use social media sites to link back to your website pages that promote Invest in America. Not only will this provide your members with valuable information regarding the discounts, but links from search engines can also help increase your rankings in the search engines Love My Credit Union has twitter, Facebook and blog sites which your credit union can use to build its own content calendar. – Facebook: http://www.facebook.com/pages/lovemycreditunion/76212775567http://www.facebook.com/pages/lovemycreditunion/76212775567 – Twitter; http://twitter.com/#!/LoveMyCUhttp://twitter.com/#!/LoveMyCU – Blog: http://lovemycreditunion.blogspot.com/http://lovemycreditunion.blogspot.com/ – YouTube: http://www.youtube.com/user/LoveMyCreditUnionhttp://www.youtube.com/user/LoveMyCreditUnion

52. Recommend steps for getting started: Select the IIA programs that fits your credit union’s goals and objectives Visit http://www.lovemycreditunion.org/Credit-Union-Sign-Up-Forms-147.html to sign up to support the IIA Auto, Sprint, Member Rewards or TurboTax programs or obtain a Sprint or Marketing Agreement http://www.lovemycreditunion.org/Credit-Union-Sign-Up-Forms-147.html Train staff and distribute frontline staff resource guide (e-mailed the first of every month to supporting credit unions) Provide Invest in America with a link to your loan application page to make that available from the GM credit union micro site Utilize available marketing materials to inform your members

53. Curt Belaney (Connecticut, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Vermont, Virginia, Washington D.C., West Virginia) 800.262.6285 x 543 Curt.Belaney@cusolutionsgroup.com Curt.Belaney@cusolutionsgroup.com Robert Bearden (California, Nevada, Oregon, Washington) 800.262.6285 x 751 Bob.Bearden@cusolutionsgroup.com Colleen Meek (Alaska, Arkansas, Arizona, Colorado, Idaho, Indiana, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Dakota, Oklahoma, South Dakota, Texas, Utah, Wyoming) 800.262.6285 x 530 Colleen.Meek@cusolutionsgroup.com Colleen.Meek@cusolutionsgroup.com Leslie Norush (Alabama, Florida, Georgia, Hawaii, Illinois, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, Wisconsin) 800.262.6285 x 542 Leslie.Norush@cusolutionsgroup.com Leslie.Norush@cusolutionsgroup.com