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Build Your Retirement Campaign

Build Your Retirement Campaign. Agenda. Who is MACU? Why did they develop a campaign? How did they develop a campaign? Results 2008 Education Initiatives. $2.27 Billion 257,000 Members 49 Branches 4 States. …about MACU. Why create a Build Your Retirement Campaign?.

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Build Your Retirement Campaign

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  1. Build Your Retirement Campaign

  2. Agenda Who is MACU? Why did they develop a campaign? How did they develop a campaign? Results 2008 Education Initiatives

  3. $2.27 Billion 257,000 Members 49 Branches 4 States …about MACU

  4. Why create a Build Your Retirement Campaign? • An educated employee is a better employee • Increase the number of IRA and term deposit accounts • Increase referrals to investment department

  5. Agenda Who is MACU? Why did they develop a campaign? How did they develop a campaign? Results 2008 Education Initiatives

  6. Critical Partnerships / Campaign Team • Marketing • Branches • Training • Service Center • Information Technology • Investment Team • Precision Information/Educated Investor

  7. energize Kicking off the Campaign!

  8. energize

  9. energize

  10. energize

  11. energize

  12. energize Crowbar

  13. energize Crate

  14. energize

  15. energize

  16. energize

  17. educate Raising Awareness • Fliers • Posters • Statement Stuffer • Banners • Email Blasts

  18. Fliers EmployeeHard Card

  19. Posters Lobby Poster

  20. educate Internet • Campaign advertised on www.macu.com • Campaign advertised on employee intranet site

  21. StatementStuffer

  22. educate Third Party Content / Tools • Leveraged existing content and LMS from Educated Investor to roll out education • Quick and easy customization of content to create Retirement Readiness course • Co-branded solution that integrated in with overall campaign • Pre & Post Testing and user survey • Service, timeliness and reputation

  23. educate

  24. educate

  25. educate

  26. engage empower

  27. engage empower Reporting / Follow up • All member facing employees • Email Blasts • Reminders • Branch Certification Weekly Results • Ideas (…have you funded your IRA?)

  28. engage empower Incentives • Gingerbread House Competition • Raised referral bonus from $10 to $15 per “qualified” referral • Prizes for wearing hardhats, etc. caught in the act • Pizza Party for Certified Branches

  29. Agenda Who is MACU? Why did they develop a campaign? How did they develop a campaign? Results 2008 Education Initiatives

  30. engage empower Results of Education • Over 420 Member Facing EE’s participated • 37 of 47 branches completed training or 79% • 90% of entire branch staff participated • A 16% increase in knowledge from pre-test • 192 pizzas consumed • 3 bottles of Pepto™

  31. Results Mountain America January thru April 30th Results engage empower

  32. engage empower Results Continued • Referrals – up 28% from 2006 • 2,699 new IRA accounts opened • 16,386 new term deposit accounts opened

  33. …let’s get building

  34. Agenda Who is MACU? Why did they develop a campaign? How did they develop a campaign? Results 2008 Education Initiatives

  35. What is MACU doing in 2008?

  36. 2008 Education Initiatives • Take the Leading Role in Your Retirement Campaign (Jan/Feb) • Real-Estate and Mortgage Campaign (April/May) • Certificate Degrees- Personal Finance, Investing Basics, and Retirement and Wealth Management

  37. Take the Leading Role in Your Retirement Campaign Promoting the Campaign Sent crates to all branches 2 custom courses promoted- MSR and FSR courses Movie re-enactment competition Posters E-mail Blasts • Marketing Materials • Posters • 2 online courses- • MSR and FSR • Crates • Newspaper Ads • Radio Spots • Banner Ads

  38. Take the Leading Role in Your Retirement Campaign Promoting the Campaign Sent crates to all branches 2 custom courses promoted- MSR and FSR courses Movie re-enactment competition Posters E-mail Blasts

  39. Take the Leading Role in Your Retirement Campaign Promoting the Campaign Sent crates to all branches 2 custom courses promoted- MSR and FSR courses Movie re-enactment competition Posters E-mail Blasts

  40. Incentives Pizza Party for those branches with 100% completion rates Increase in referral bonus from $10 to $15 for every qualified referral resulting in an appointment with an Investment Rep. Movie Tickets Visa Gift Cards

  41. Results Over 570 courses completed! This is an increase of over 150 compared to last year An average increase of 19% on the post-test (pre-test results up 4% too) Referrals have increased from an average of 3 per day up to 15 per day!

  42. Questions?

  43. Thank you!

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