1. Wednesday October 16th, 2013

2. 1.Credit Union Participation 2.IIA Stats 3.Partner Updates – TurboTax – Sprint – GM – Credit Union Auto Club – ADT 4.Program Updates – Client Services – Partner Center – Business Development 5.Wrap-Up and Questions 2

3. 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 http://www.lovemycreditunion.org/Additional_Invest_In_America_Reports_for_Leagues_272.html Credit Unions Program Support Continues to Grow! IIA Participation20112012Through 9/13 IIA Overall3,3143,4003,548 Auto2,6172,7722,815 Sprint1,5601,8061,855 ShopAmerica/Member Rewards2,5472,6022,611 TurboTax (2011 TY)9551,1421,164 Credit Union Auto ClubN/A 133 Over 3,500 credit unions support one or more IIA programs! 3

4. 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 http://www.lovemycreditunion.org/Additional_Invest_In_America_Reports_for_Leagues_272.html Credit Unions Sales (thru 9-13) Member Savings (thru 9-13) Total Sales3,387,448Total Savings> $765 million Sprint Activations1,159,508Sprint Savings> $320 million Auto Sales581,979Auto Savings> $436 million Turbo Tax Returns1,645,961TurboTax Savings> $8.5 million Credit Union Auto Loans (thru 9-13) Auto Loans Funded301,014Auto Loan Value> $6.5 billion 4

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7. Program Enhancements Sweepstakes – “Triple Your Refund” Co-branded Cross Promotional Microsite – CUs have the opportunity to co-brand and cross-sell CU products on the tax microsite Military Edition – Customized for active duty and reservists for unique military situations – Special discounts on Federal Deluxe & State Editions Federal and State editions are free to E1-E5 ranks – Need assistance from Leagues to identify military CUs in their states that have a substantial military membership Latino messaging – Marketing materials designed to target the Latino market – They will use the regular TurboTax site to file – Supported by bi-lingual customer service agents 7

8. 2013 Marketing Strategy The focus for TY13 is growing member use and credit union participation – Client managers working with high value CUs to develop marketing strategies and earlier communication to members – Need League assistance to connect to all enrolled credit unions to encourage and support more marketing and communication of the program to members – TY13 the incentive to Leagues is being enhanced to 20% of sales from all enrolled credit unions in your state Previously Leagues earned 20% of sales from only new CUs enrolled in the program 8

9. Co-Branding and Cross-Selling TurboTax microsite is created for each credit union – Co-branded on home page and on every page in the tax process Credit unions have the opportunity to cross- sell products to their members on the TurboTax Microsite – Loans, IRA, CD rates, lines of credit 9

10. 10 Microsite landing page Tax preparation page Continuous branding and cross sell opportunities within your members TurboTax filing experience Co-Branding & Cross-Selling Credit Union Logo CU Logo

11. Exit Page Cross-Selling Banners IRA Link Cross-Sell CU Products Credit Union Logo 11

12. New Credit Union Enrollment We are targeting to add 200 new credit unions to the TurboTax program this year The NBC’s will provide to you a list of targeted credit unions in your state – High value credit unions that are not participating Webinars will be conducted each Thursday for new and enrolled credit unions. Below are the webinar links: 1.Thursday, October 17th - 3:00pm Eastern TimeThursday, October 17th - 3:00pm Eastern Time 2.Thursday, October 24th - 3:00pm Eastern TimeThursday, October 24th - 3:00pm Eastern Time 3.Thursday, October 31 st – 3:00pm Eastern TimeThursday, October 31 st – 3:00pm Eastern Time 4.Thursday, November 7 th – 3:00pm Eastern TimeThursday, November 7 th – 3:00pm Eastern Time 12

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14. 2013 – 2014 Contract Year Of the 1,846 2012 – 2013 participating credit unions, 73% (1,346) have renewed for the 2013 - 2014 Contract Year. We are welcoming 53 newly participating credit unions. 14 Contract Year = October 1 of each year through September 30 of the following year. 2012 – 2013 Contract Year The 2012 – 2013 Sprint Marketing Incentive checks will be distributed by mid December 2013. Payout amounts should be determined in early November.

15. Renewal & New Enrollment Renewals: Visit the Partner Center of www.LoveMyCreditUnion.org On the bottom left under “Credit Unions” select: “Credit Union Enrollment Forms” Select “Sprint Renewal Form” Follow the instructions – The paper version for faxing in is still accepted New Enrollments: Visit the Partner Center of www.LoveMyCreditUnion.org On the bottom left under “Credit Unions” select: “Credit Union Enrollment Forms” Select “Sprint Enrollment Form” Complete the Promotion Agreement and fax to : 800.341.9160 or email: IIASupport@CUSolutionsgroup.com 15

16. Current Verification Numbers From January program numbers, overall verification is up to 57% (as of August 2013) from the previously Q2 reporting of 36%. 37% of new customers validated in August 2013, while those revalidating (already on the program) are validating at 11% in August 2013. Of all customers that attempt to validate under the program, 96% are successful. State Numbers The National Business Consultants will be providing each states’ numbers. Invest in America App Usage Launched December 7, 2012 Downloads : 56,743 Apple: 34,606 Android: 22,137 App Verification Submissions: 44,018 16

17. Verification is easy and only takes a few minutes to complete. There are three ways to verify credit union membership: 1. Visit www.Sprint.com/verify from a mobile devicewww.Sprint.com/verify Members need to black out all confidential information on their documentation prior to taking a snapshot. 2. 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. 3. 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. NEW 17

18. Sprint has begun offering new service plans that include unlimited talk, text and data for life while on the Sprint network - the Unlimited My Way plans. The incremental credit union member discount (10% for individual/15% for business) is applied to the data charge portion of the Unlimited My Way plans. In addition, accounts can now have up to 10 lines on the Unlimited My Way plan. These plans also come with the Sprint Unlimited Guarantee. As always, new account activation fees (up to $36) and upgrade fees (up to $36) are waived for credit union members. With earlier plans, the credit union member 10%/15% discount applied to select regularly priced service plans and was limited to 5 lines per account. Applying discounts towards the data charge only, is consistent with competitors’ current discount structure and eases comparisons across carriers. * The My All In Plan is not discountable. 18

19. www.LoveMyCreditUnion.org Sprint recently launched a number of new promotions in addition to the long standing promotions available to our members. Please visit LMCU for all of the most up to date information. 19

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21. New Program Announcement 21

22. New Program Savings 22

23. Transparent Pricing 23

24. Instant Loan Leads Auto Loan Leads and Member Loyalty is Simple for Credit Unions Over 30 New Premium Enrollments Since Launch! Credit unions sign up or upgrade to the Premium Level for the Credit Union Member Discount from GM® A new flyer has been developed as a sales tool for leagues which can be found in the League Sales Kit located in the Partner Center Members save when shopping a wide selection of eligible new Chevrolet, Buick or GMC vehicles* Credit unions receive instant email notification of their member’s request to the department or individual of their choice Credit unions funnel auto loan leads through an internal sales program—whether it be an outbound call center or from a representative at a branch Process the loan application or direct members online to complete an application League support needed Enroll or upgrade credit unions to premium Ensure credit unions are marketing the program per their agreement 24

25. New Flyer Great for sales efforts and as a leave behind piece for League Reps! Located in the League Sales Kit 25

26. Real-Time Auto Email Instant Notification to Credit Unions 26

27. Real Time Contacts Credit unions need to provide accurate contact information to fully leverage instant loan leads. 27

28. Loan Link Credit unions can now easily provide their loan link to IIA! –Provides easy access to your loan app or loan page –Drive more auto loans to your credit union –Use your scorecard to provide your loan link 28

29. Upgrade to Premium – Step #1 http://www.lovemycreditunion.org/Credit-Union-Enrollment-Forms-147.html #1 29

30. Upgrade to Premium – Step #2 & #3 #2 #3 30

31. Upgrade to Premium – Step #4 Click the Premium Level button and accept terms and conditions on the bottom of the form then click on submit #4 31

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33. Promotional Opportunity IIA has made auto loan promotions easier for credit unions with Credit Union Auto Club, to help: – Drive Auto Loans – Welcome New Members – Reward Employees Through a specially built portal, credit unions can purchase up to 100 Credit Union Auto Club memberships, in one transaction, at a savings of $10 off the member price Plus, the credit union and your league will still earn marketing reimbursements with each membership purchase Two new flyers have been developed as a sales tool for leagues which can be found in the League Sales Kit located in the Partner Center League support needed Enroll credit unions to participate Ensure credit unions are marketing the program per their agreement 33

34. New Sales Kit Flyers General FlyerPromotional Enrollment Flyer 34

35. Credit Union Auto Club Promo Pricing Buying your promotional memberships is an easy five step process: Log into the Invest in America Partner CenterPartner Center Click on Credit Union Marketing MaterialsCredit Union Marketing Materials Click on Credit Union Auto Club Marketing Materials Go to the Credit Union Auto Club Promotional Membership Enrollment portal Enter each member's information, up to 100 at a time, and pay by credit or debit card As credit unions plan their next promotion or 2014 marketing plan, make sure they include Credit Union Auto Club discounted memberships to help drive interest. Member Price – Individual Member Price - Individual + 1 Member Price – Family Up to 4 Member Price – Family Up to 5 Member Price – Family Up to 6 Member Price$47$58$69$80$91 Credit Union Promotional Price$37$48$59$70$81 Credit Union Marketing Reimbursement$5$6$7$8$9 35

36. Promotional Enrollment Portal 36

37. Promotional Best Practice 37

38. NEW PROGRAM - PILOT 38

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40. ADT – Credit Union Member Offer ADT – Credit Union Member Offer The newest product in the IIA program ADT is America’s #1 home security provider Credit union member offer includes –Free ADT monitored home security systems ($850 value) Exclusive bonus offer (additional $425 value) We are launching the ADT program as a pilot in Michigan –We are targeting November 1 Digital Key Pad Key Chain Remote High-Decibel Alarm Up to 3 entryway contacts Pet Sensitive Motion Detector Backup Battery 40

41. Microsite Exclusive Credit Union Member Bonus - $425 Value! GLASS BREAK MONITOR 3 41

42. Review ItemPublic OfferCUSG Offer Dollar value in setup equipment$850 Dollar value in bonus equipmentNone$425 Activation Fee00 Installation Fee**$99$99 Contract term3 years $425 IN BONUS EQUIPMENT! 42

43. Value Value for Everyone! $425 in savings! Members $50 Per Installation Marketing reimbursement Credit Union $50 Per Installation Marketing reimbursement League 43

44. CLIENT SERVICES 44

45. Manager of Client Service Ann Marie Cardenas For assistance, please contact Client Service: 866.348.2887 ClientSupport@cusolutionsgroup.com CLIENT MANAGERS Faith Celesnik Karen Collareno Rhonda Peruski Mary Schifano Responsible for providing excellent client service and maintaining strong relationships with assigned credit unions. Supports credit union efforts by providing marketing assistance to better engage credit unions with IIA Membership Enhancement programs. CLIENT SUPPORT Karen Biestek Anita Tigue Responsible for providing excellent service to all credit unions enrolled in IIA programs. Resolves client questions and provides assistance to better service credit unions with IIA Membership Enhancement programs. A new, larger Client Service Department 45

46. PARTNER CENTER 46

47. Partner Center Update 47 Updates last quarter: –Sprint Online Enrollment –TurboTax Online Enrollment and Promoter Upgrade –GM Premium Upgrade –New marketing materials for CU Auto Club and GM Premium Updates next quarter: –Online ordering for GM, Sprint, and CU Auto Club Partner Center Redesign –Working with stakeholders to gather feedback –League survey end of October –Use input to drive redesign –Planned release Q1 2014

48. BUSINESS DEVELOPMENT 48

49. Category focus driving core services ADT DirecTV Sprint Home warranty Electric & Gas Discounts CashBack Rewards CouponCents Leading online retailer Warehouse shopping club General Motors Credit Union Auto Club Automotive services discount program Auto buying service TurboTax Identify Theft Private Insurance Exchange Pharmacy Discount Card Existing Exploring home shopping auto Financial services

50. WRAP UP & QUESTIONS 50