Investment Management Tools for Growth: Win the Moment

Tools for Growth helps you engage members during uncertain times. We offer powerful ideas that will help generate referrals, enable member interaction, and create momentum and results that will carry well in the future.

Have questions about the Tools for Growth?

Win the Moment


Icon of hand holding credit card

5 Smart Ways to Use Your Stimulus Check

A second round of stimulus relief has passed providing some much-needed relief to Americans. Use this infographic series with members to discuss the top five ways they can leverage the funds.

Download Stimulus Check Marketing Bundle

Marketing bundle includes a printable infographic, newsletter copy, website content, social media posts and suggested email content.


Infographic Series

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.

Icon - Marketing image

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)

Download Materials

Icon - Marketing image

5 Factors That Could Impact 2020 Tax Filing

The year has been filled with many twists and turns, all of which have likely affected your members’ finances. This infographic series can help explain some of the fine print related to taxes and help them with their filings in 2021. (order custom material on Marketing Port, id 3211156)

Download Materials

Icon - Marketing image

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)

Download Materials

Icon - Marketing image

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)

Download Materials

Icon - Marketing image

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)

Download Materials

Icon - Marketing image

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.

Download Materials

Icon - Marketing image

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.

Download Materials

Icon - Marketing image

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)

Download Materials

icon - marketing image

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)

Download Materials

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.

MaxProtect Campaign

Use this campaign as a stand-alone or in tandem with the CD vs Fixed Annuity Product-Agnostic Campaign. This multi-channel campaign promotes the competitive guaranteed interest rate of 2.00% or more, available through a MaxProtect Fixed Annuity. (order custom material on Marketing Port, id 3240943)
Fixed Annuity (FA) vs Certificate of Deposit (CD) Campaign

Many credit unions have too many deposits on their books, and some are looking to shed excess deposits. FAs are a viable investment option for members which offer similar features as CDs yet have the benefit of higher interest rates. This multi-channel campaign covers those benefits. (order custom material on Marketing Port, id 10009462)
Financial Check-up Campaign

This campaign highlights the long-term value of financial advisors and their essential roles in providing hope and guidance during uncertain and unsettling times. The campaign is aimed at three audiences – members without a financial advisor, members with an outside advisor and requesting a referral from members with an internal financial professional. (order custom material on Marketing Port, id 3122995, 3123001, 312300 or 3123005)

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.

Grow Referrals in a Remote World – Best Practices

Consider these best practices when positioning credit union staff and advisors to grow referrals in a remote environment.
Scott Knapp Market Commentary Recording

Use these timely and actionable insights from CUNA Mutual Group Chief Market Strategist Scott Knapp to engage members at your credit union.
An Active Approach to Business Building Using LinkedIn*

This content from our product partner, Putnam Investments, presents the impact of social media and the possibilities of wealth management strategies.
Member-facing Webinar - Rollover Planning*

Complement a campaign above and present this content to your members using the ready-to-share slides with speaker notes. Invite members first using the ready-to-customize invitation.

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.
CBSI-3329924.4-1220-0123