League/LSC IIA Update Wednesday, October 19, 2011 1

Contents State Participation Credit Union Agreement Status What’s New IIA Sweepstakes Dell Sprint iPhone Updates & Reminders TurboTax Sprint Business Services Addendums BizKid$ GM Auth Request Report E-mail Push GM Loan Link League Marketing Tracking Report Online Media Campaign CU Benefits Express 2012 LSC Communication Schedule 2

State Participation As of September 30, 2011 Percent of IIA Participating Credit Unions GM PTD Sales as a % of Participating Membership Michigan 91% Arkansas 3.9% Delaware 73% Vermont 2.4% Missouri 63% Louisiana 1.8% Nebraska Texas 1.7% Hawaii 60% DC/WY 1.3%

State Participation - Sprint As of September 30, 2011 Percent of Sprint Participating Credit Unions Credit Unions Added Year to Date 2011 (387) Michigan 72% Texas 35 Hawaii 55% Pennsylvania, Florida, Alabama 27 Florida 45% Nebraska 25 Delaware 42% California 23 Tennessee 20

Program Support Grows! Credit Unions 12/10 9/11 Increase Big Ticket 2,407 2,606 199 Sprint 1,205 1,541 336 Member Rewards 2,324 2,523 TurboTax 955 982 27 Over 3,000 Supporting Credit Unions! 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 1st & 2nd Quarter Endorsing Credit Union checks will be the mailed week of 10/17 2nd Quarter Endorsing League checks will be mailed the week of 10/17

What’s New IIA Sweepstakes Program Period: November 1 – December 31, 2011 Members of participating credit unions as of October 14, 2011 are eligible to enter the Invest in America Sweepstakes and could win one of these fantastic prizes: Grand Prize – 2012 Chevy Cruz LTZ (Estimated retail value of nearly $28,000) First Place – Sprint wireless package, including a tablet, Smartphone and gift card (Estimated retail value of $5,000) Second Place - $1,500 gift card to spend at Shop America We’ve set up a special micro site at www.IIASweepstakes.org Easy for members to enter the sweepstakes Easy to access the official rules We’ve created free marketing materials for Credit Unions to promote the sweepstakes available at http://www.lovemycreditunion.org/IIA_Sweepstakes_Marketing_Materials_755.html Rules are straightforward and simple No purchase necessary. Consumers who are currently a member of a credit union as of November 1, 2011 at 12:01 a.m. EST and are at least eighteen (18) years of age are eligible. Only one entry per e-mail, per day is permitted. The winner of the Grand Prize must have a valid driver’s license. Winners will be drawn at random and notified by January 3, 2012. Credit union membership will be verified Credit Unions enrolled in IIA by October 14, 2011 are eligible to participate

What’s New Dell, Newest Addition to IIA IIA has partnered with Dell to offer discounts not available to the general public Members must access the Dell micro site via www.LoveMyCreditUnion.org Member save: 2% or more on all major brands of electronics 10% on mobility products such as Tablets Up to 30% on selected packages preloaded with the most popular equipment Marketing materials available to credit unions through the Partner Center on www.LoveMyCreditUnion.org Working towards a comprehensive business solution for credit unions and business account holders

What’s New Sprint iPhone Yes its true! Sprint has partnered with Apple to carry the iPhone! Apple has strict marketing guidelines which have not been fully disclosed to Sprint limiting IIA marketing efforts Sprint press release and twitter feeds available on LMCU CUSG will create a special campaign once Sprint provides guidelines

TurboTax participation levels Update TurboTax participation levels Benefits Promoter Participant Discount: 15% All Federal Products Discount: 10% Federal Deluxe Sweepstakes Co-Branded Site: CU logo and Cross-Sell Banner Banners: Custom and standard sizes and formats Printed Material: Free co-branded inserts Printed Material: Free generic lobby posters Tracking Link: Unique CU link Reporting: Clicks, units $200 Incentive for CUs >10,000 members CU Marketing Requirements - Two emails to members Banner above-the-fold on homepage and OLB pages Promotion in newsletter/inserts - Banner above-the-fold on homepage and OLB pages

Update TurboTax key dates Date Activity Today Select your participation level and enroll in the TurboTax program at www.lovemycreditunion.org (http://www.lovemycreditunion.org/Agreements__Tax_Preparation_Programs_727.html) By Early November Work with CUSG to finalize your marketing plan and access collateral in the IIA Partner Center Review and order free posters and co-branded statement inserts Download banners, email templates, newsletter messaging Mid November CUSG will email you the link to your co-branded TurboTax site 12/1/11 Order inserts for arrival at your mailing house by 12/15 Final date to enroll at the promoter level Early December Launch your marketing program! TurboTax microsite “live”: Your members can begin their tax returns 1/16/12 Make sure banners are posted to your homepage and Online Banking pages IRS E-file: IRS starts accepting e-filed tax returns for Tax Year 2011 1/21/12 – 2/15/12 Peak tax season. 30-40% of your members file their tax returns by mid-February. March - April Optimize campaign messaging with End of Tax Season Messaging 4/6/12 – 4/15/12 Late season peak (final days of tax season) Ongoing CUSG will email you member activity reports and marketing best practices reminders

Update Sprint Business Services A leader in business communications, Sprint offers excellent value, the latest phones to improve productivity, a nationwide 3G network and the first wireless 4G network from a national carrier Sprint has invited credit unions to participate in their webinar about the Sprint next-generation wireless network which is expected to revolutionize the telecom industry and further enhance voice quality and data speeds for customers During the Network Vision webinar, you will learn about Sprint’s network modernization plan and how it will benefit your business Register for a session with Sprint now by clicking a date below: Tue, Oct 25, 2011 12:00 PM - 1:00 PM Central Wed, Oct 26, 2011 12:00 PM - 1:00 PM Eastern Thu, Oct 27, 2011 12:00 PM - 1:00 PM Pacific Once registered, Sprint will send an email confirming your registration with the information you need to join the webinar.

Update Sprint Addendums Approximately 200 addendums have yet to be submitted CUSG will prepare a list of these credit unions for each league for follow-up Lists will be emailed to each league by the end of this week

Update BizKid$ Estimated marketing incentive NCUF sent letters to leagues and credit unions in September A follow-up letter will be sent by NCUF on October 21 CUSG is contributing $700,000 MCUL will also make a contribution Estimated marketing incentive Now included on credit unions scorecards in the Partner Center NBC’s will contact leagues the week of October 25

UPDATE Online media campaign The online media campaign using display and search advertising across a variety of websites has two objectives: Increase sales of partner products and services Increase credit union membership Complimentary marketing materials available online in the Partner Center The online media calendar is below: Campaign Timeframe GM - Drive Your Savings 8/15 – 12/31 Brand Awareness – Invest in America Shop America – Back to School 8/15 – 9/15 Shop America – Home Improvement 9/15 – 10/31 Shop America - Holiday 11/1 – 12/31

UPDATE CU BENNEFITS EXPRESS CU Benefits Express will be removed from IIA on Friday, November 25, 2011 Program generated interest but few sales Only IIA program requiring members to pay a fee to gain access to the discounts

Update GM Loan link banner GM has added a banner to their microsite highlighting credit union financing and linking to individual credit union loan sites Further reinforces GM’s support of credit union financing

Reminder GM Authorization Requested Report e-mail Push Hot leads credit unions can use to follow up with members! Report emailed weekly to credit unions Identifies members requesting a GM code Report remains on Partner Center and is exportable to Excel for easy use Includes street and e-mail addresses Credit Union First Name Last Name Address City State Zip Email Registration Date Status Sample Credit Union George Smith 39832 Spacely Dr Novi MI 48188 CUMember@YAHOO.COM 3/19/2011 Requested Jane Jones 25797 Coggswell Southfield 48178 CUMember@ATT.NET 3/18/2011 Judy O'Hara 45090 Rosy Lane Farmington 48170 CUMember@HOTMAIL.COM 3/16/2011 Submitted Elroy Reed 8203 Astro Dr Wayne 48185 CUMember@COMCAST.NET 3/12/2011

Reminder League Tracking Report A report to track league marketing and sales activities for IIA programs Sprint Sales Activity Sprint - Marketing Efforts IIA - Marketing Efforts Updated by Leagues Quarterly Available through NBC’s and on the Partner Center in the LSC Resources Action Requested Submit quarterly updates by the 15th of the month following the end of the quarter Updates to be completed on provided Excel Document Updates to be sent to InvestinAmerica@CUSolutionsGroup.com Due Monday 10/17

Future League Communications League Conference Calls will be held the 1st month of each quarter on Wednesday’s at 3pm EST* January 18, 2012 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