1. Love My Credit Union Rewards Invest In America Program Bundle Overview

2. 2 The Love My Credit Union Rewards Invest In America program bundle offers credit union members great discounts from trusted America companies including CU Road Pal, DIRECTV, TurboTax, and Allied Moving Services. In addition to the great discounts for your members, your credit union is also eligible to receive marketing reimbursements from the CU Road Pal and DIRECTV programs. The program can help your credit union improve membership value and your bottom line by linking the exclusive discounts to your core products and services. Overview

3. Marketing Requirements - Ongoing Website Promotion – Multi-partner program banner placed on the credit union website home page within 30 days of enrollment and ongoing thereafter as long as your credit union is enrolled in the program. Lobby Promotion – Place program lobby materials (paper or digital) in all credit union lobbies within 30 days of enrollment and continuously thereafter. Employee and SEG Communication – Include program information in human resources new hire and employee group packets within 60 days of enrollment and ongoing thereafter. 3

4. Marketing Requirement - Overview 4 Ongoing Marketing Home Page Banner All Bundle banner placed on your credit union website home page within 30 days of enrollment and ongoing Lobby Materials All Bundle lobby materials (paper or digital) placed in all credit union branch lobbies within 30 days of enrollment and ongoing Employee and SEG Communication Include program information in human resources new hire and employee group packets within 60 days of enrollment and ongoing Quarterly Marketing Quarterly Member Communication Complete one member communication each quarter for four quarters, annually Communication tactics may include Statement inserts E-statement onsert Newsletter article Email Program banner placed on online/home banking pages Direct mail Sprint ONLY additional option Invite Sprint to participate in your credit union’s member day event The TurboTax program must be marketed in Q1 only in addition to the marketing requirements for the All bundle program. Please see the TurboTax marketing requirements. Please visit the Partner Center for complete marketing requirements

5. TurboTax Marketing Requirements Website home page banner placement Place a TurboTax banner on the home page of your CU website, above- the-fold, January 1 st through April 15 th Online banking pages banner placement Place a TurboTax banner on your online banking pages, above-the fold, January 1 st through April 15 th Email communication Send two dedicated TurboTax email communications during tax season to members to build member awareness 1 st email send date 01/14/16 2 nd email send date 02/04/16 Promoter Level

6. Additional Marketing Suggestions Additional banner location suggestions  CU Road Pal Loan page Rates page Member discount page Member benefits page Insurance page  DIRECTV Member discount page Member benefits page Home equity loan page Home mortgage page Home banking page  TurboTax Tax center page IRA page Member discount or member benefits page 6

7. Marketing Reimbursements CU Road Pal – Credit union is eligible to receive $5.00-$9.00 for each membership purchased Individual plan – $5.00 marketing reimbursement Individual +1 plan – $6.00 marketing reimbursement Family up to 4 plan – $7.00 marketing reimbursement Family up to 5 plan – $8.00 marketing reimbursement Family up to 6 plan – $9.00 marketing reimbursement DIRECTV – Credit union is eligible to receive $10 per member purchase of each new DIRECTV service plan. 7

8. Marketing Materials CUSG provides FREE marketing materials and marketing support to all enrolled credit unions Marketing materials include – Website banners – Lobby materials Paper and digital – Statement inserts – Email messaging – eStatement onserts and messaging – Newsletter messaging – Social media messaging 8 Lobby Poster Statement Inserts Email Messaging Website Banners

9. Credit Union Member Discount Roadside assistance program created exclusively for credit union members. Provides unparalleled service at a great value to assist members with roadside emergencies. Members are covered in any non- commercial vehicle they travel Professional customer service team 24/7/365 10 mile tow radius Lockout/Flat Tire/Out of Fuel Assistance Plans start at $47.00 per year / $91.00 for a family plan up to 6 people Credit Union Benefits Great link to auto loans Promote the added-value of membership Use as a promotional tool to drive auto loans, new membership, or employee rewards Discounted pricing offered to credit unions when using as a promotional tool FREE marketing materials to promote the program Marketing reimbursements Individual Plan = $5.00 Individual +1 = $6.00 Family plan up to 4 = $7.00 Family plan up to 5 = $8.00 Family plan up to 6 = $9.00 Click here Click here for complete program details

10. Credit Union Member Discount Promoter Level $5 off the Federal Deluxe Edition $10 off the Federal Premier Edition $15 off the Federal Home and Business Edition Participation in the “$25,000 Payday” Sweepstakes Participant Level $5 off the Federal Deluxe Edition Click here Click here for complete program details Credit Union Benefits Build member loyalty and retention Capture tax refund direct deposits and investments from members using TurboTax via the credit union microsite Opportunity to increase loans used with refunds, IRA investments, also increase in loans used to pay taxes Co-branded microsite Cross-sell products and services on tax pages Members visit the tax page 5-6 times during the tax process 3% click through rate

11. Credit Union Member Discount Members can save up to $200 on NEW DIRECTV service $60 service discount o $5 off each month for the first 12 months of service reflected on monthly statements $140 Visa gift card o Courtesy of Love My Credit Union Rewards and DirectStar TV Credit Union Benefits Build member loyalty and retention Link to home mortgages or other CU products FREE marketing materials for statement mailings, newsletters, website and lobby distribution, and more Marketing reimbursement of $10 per new service activation purchased by members DIRECTV

12. Credit Union Member Discount Credit union members can save up to 60% on out-of-state and/or local moving and storage needs. Allied offers their most competitive rates to members based on your unique situation. Allied Moving Benefits Credit Union Benefits Build member loyalty and retention Link to home mortgages FREE marketing materials for statement mailings, newsletters, website and lobby distribution, and more

13. Enroll Today Visit the Partner Center at LoveMyCreditUnion.org and click on my Dashboard to enrollPartner Center 13

14. Learn More Subscribe to our monthly Love My Credit Union Rewards newsletter Subscribe Visit our exclusive Partner Center site for credit unions and LeaguesPartner Center We have a dedicated team of Client Service Representatives, Client Managers, and National Business Consultants, all here to serve you. Contact us at clientsupport@cusolutionsgroup.comclientsupport@cusolutionsgroup.com 14