Investment Management Tools for Growth: Core Financial Needs
The newest Tools for Growth will help you engage with members by identifying their personas and address their core financials needs – and how you can help them reach their objectives. Whether members are seeking Protection, Income, Growth of Assets, or Leaving a Legacy, these tools will help generate referrals, increase engagement, and deliver results.
Provide Conservative Wealth Members with Protection
The future is uncertain and has more questions than answers — saving for retirement and your children’s/grandchildren’s education, worrying about future healthcare costs and long-term care. This campaign highlights how working with a financial professional to build a comprehensive financial plan will protect your members’ future.
Reference: Marketing Port ID 10009795
Marketing bundle includes: blog content, newsletter content and image, social media content and image, web banners, and a three-step email journey (content and images).
Future campaigns will address members other Core Financial Needs and expand across additional personas – including Current Consumers, Market Watchers, Rural Trust and Tried & True.
A variety of evergreen and timely investing concepts designed in an easy to follow Top 5 infographic series. Each topic aims to assist credit union members obtain financial hope; reminding them of investing basics and reassurance in long-term investing strategies. Each content series includes a printable infographic, website content, web banners, social media posts, emails, and newsletter copy. Simply click the Download Materials link under your desired series to access the Material Bundle zip file containing all deliverables.
5 Steps for Leaving a Lasting Legacy
If your members want to leave a lasting legacy it is vitally important for them to outline their wishes. Use this infographic series to remind members the importance of planning for their legacy. (order custom material on Marketing Port, id 3220376)
5 Pros and Cons of 401(k) Rollovers
Have recent events resulted in job loss for your members? They might be faced with a decision about what to do with their retirement account from a previous employer. This content series can help you have that conversation with them. (order custom material on Marketing Port, id 10008711)
5 Reasons Now Might Be the Time for Annuities
Recent market volatility and concerning global events are causing many investors to consider diversifying their portfolio even further by including annuities as part of their retirement strategy. This content series provides several reasons members might want to consider annuities. (order custom material on Marketing Port, id 3192613)
5 Reasons to Consider Fee-Based Investing
Members’ investments aren’t just getting harder to manage, they are becoming increasingly fragmented. If you are having managed money, or fee-based investing, conversations with your members, this infographic is great supplemental content to your conversations. (order custom material on Marketing Port, id 3214681)
5 Tips to Reach Retirement Goals During Uncertain Times
There is not a single straight line leading members to retirement, life takes us all through ups and downs. Use these tips with your members to help limit the financial impact this recent crisis might have on their retirement goals.
5 Investment Strategies During Times of Uncertainty
A market downturn can teach us many lessons; one of which is the importance of diversification in a portfolio. Use this infographic series to talk with members about potentially mitigating losses and helping plan for the future no matter how uncertain the times might be. (order custom material on Marketing Port, id 3053201)
5 Tips for Financial Security in a Virtual World
Whether it’s engaging through social media, working remotely, or conducting virtual meetings, the way we interact has shifted significantly. The same goes for how members engage with their financial professional. Pass along these 5 tips to help members with financial security in this digital world. (order custom material on Marketing Port, id 3166753)
Top 5 Reasons to Consider Life Insurance
Life insurance can be a touchy subject, but it’s important to consider when it might be appropriate and which kind to get. This content series helps your members understand the differences between term life and whole life insurance, along with various life circumstances that can help them determine which is right.
CBSI Marketing Campaign Material
These multi-drip marketing campaigns are great for targeting specific audience sets within your credit union membership. It can take around 4-5 touches before an end-consumer notices your messages. These campaigns provide all the material you need to gain their attention.
Fixed Annuity (FA) vs Certificate of Deposit (CD) Campaign
Financial Check-up Campaign
Additional Tools for Referral Development
Use the following best practices, insights, and engagement activities to develop referrals and reinforce the value of connecting and engaging with a financial advisor.
AIG Referral Savvy Program
Grow Referrals in a Remote World – Best Practices
Referrals Training Video
Letter to Investors Market Commentary
Scott Knapp Market Commentary Recording
An Active Approach to Business Building Using LinkedIn*
Member-facing Webinar - Rollover Planning*
Reminder - Track Your Webinars in Salesforce
Be sure to track any webinars you execute by creating a corresponding campaign in Salesforce. For instruction:
*The materials provided here are those of the product vendor and are approved for use, without modification. You are not required to submit these materials to AdTrax for CBSI review, however, it is the responsibility of the financial professional to maintain a copy of those materials used in the Branch Office advertising file, along with the copy of the FINRA Comment letter. It is also necessary to complete an entry in your Advertising log for each use. Advertising Logs and Files must be kept in a readily accessible manner at the branch office, in the event an auditor requests a copy.
All guarantees are backed by the claims-paying ability of CMFG Life Insurance Company. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life). CMFG Life and MEMBERS Life are stock insurance companies. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. Base Policy Forms: ICC20-SPDA, 2020-SPDA. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. Fixed Annuities are issued by CMFG LIFE INSURANCE COMPANY, a stock life insurance company.