Win the Moment: Tools for Growth

Win the Moment

In today's world we're all adapting to succeed in new ways. These marketing materials help you engage members during uncertain times with messages and activities that can be used throughout the year. By listening to needs and offering options that are in members’ best interest, advisors meet our shared mission to help more members make plans for financial security. These powerful ideas will help generate referrals, enable member interaction, transform the rest of 2020 and create momentum and results that will carry well into 2021.


October Featured Topics

Tax Planning

Who could have imagined a year like 2020? Among the many life circumstances impacted by the coronavirus were the finances of millions of people due to unemployment, stimulus payments, investment withdrawals and more. It begs the question…how will all those changes affect income taxes? Access our visual guide, 5 Factors That Could Impact Your 2020 Tax Filing, to see how some common situations might affect you.

This campaign includes a printable infographic, webinar, website content, social media post and suggested email content.

Download Infographic

Step one:
Select if you want a custom file or to utilize CBSI’s campaign color scheme

  • Campaign option: Download the PDF or SVG from website

Step two:
Upload your preferred infographic file to content management system; giving you a sharing URL

Download PDF Infographic(opens in a new window)
Use SVG Infographic embed code: <img alt="CBSI-3211156_TaxPlanningGENERAL_Infographic" src="https://cunamutual.widen.net/content/xgb5njbtjb/original/CBSI-3211156_TaxPlanningGENERAL_Infographic.svg?u=yjxvld">

Step one:
Copy and paste the blog intro paragraph at the top of page

Step two:
Embed SVG of infographic to blog page for visual component (recommended approach)

  • If preferred to use your branded element, add a download button to page

Step three:
Add proper disclosure and compliance number to bottom of page

Step four:
Test and check page

Step five:
Publish

Download the Website Content(opens a DOCX)

Step one:
Identify the place on your site for banner

Step two:
Download banner file

Step three:
Upload to site

Step four:
Link banner to either blog (recommended) or PDF

  • Use a UTM tracking code to track the success of this medium in driving traffic to content piece

Step five:
Publish

Step one:
Identify if you will share post on Facebook, LinkedIn or both

Step two:
Save social media post image

Step three:
Copy post text and paste into platform

  • Make sure to copy and paste all disclosures and the compliance number

Step four:
Insert link to content

  • Remove pre-populated image which will automatically pull into post builder
  • Use a UTM tracking code to track the success of this medium in driving traffic to content piece (either blog or PDF)

Step five:
Add the image you saved in prior step and publish

Step six:
Monitor and engage with community

Download Social media content(opens a DOCX)
Download Social Media post image 1 (blue/yellow color scheme)(opens in a new window)
Download Social Media post image 2 (blue/green color scheme)(opens in a new window)
Download Social Media post image 3 (burgundy color scheme)(opens in a new window)

Step one:
Identify if the advisor or credit union will send email

Step two:
Develop list of recipients

Step three:
Program email subject line, preheader, body copy and disclosure into email

Step four:
Adjust all variable information (advisor and credit union information)

Step five:
Point all hyperlinks to either blog (recommended) or to the PDF. Use a UTM tracking code to track the success of this medium in driving traffic to content piece (either blog or PDF)

Step six:
Send test email confirming design, content and links come through as expected

Step seven:
Schedule email based on your credit union's preferred send time. Recommendation, if not identified by credit union: Tuesday, Wednesday or Thursday from 11:00 am – 1:00 pm in your respective time zone.

Download the Email Content (opens a DOCX)

Step one:
Copy and paste newsletter copy into your design

Step two:
Link to either blog (recommended) or PDF

  • Use a UTM tracking code to track the success of this medium in driving traffic to content piece (either blog or PDF)

Download Newsletter content (opens a DOCX)

Working Together

Most everyone is conducting both personal and professional tasks online these days. Don’t forget about managing your finances, connecting with financial professionals virtually, and ensuring your retirement goals aren’t threatened as a result of scammers who want to take your hard-earned savings. Use our visual tip sheet, Top 5 Tips for Real Financial Security in a Virtual World.

This campaign includes a printable infographic, webinar, website content, social media post and suggested email content.

Download Infographic(opens in a new window)

Step one:
Select if you want a custom file or to utilize CBSI’s campaign color scheme

  • Campaign option: Download the PDF or SVG from website

Step two:
Upload your preferred infographic file to content management system; giving you a sharing URL

Download PDF Infographic(opens in a new window)
Use SVG Infographic embed code: <img alt="CBSI-3166753_WorkingTogetherInDigitalWorldGeneral_Infographic" src="https://cunamutual.widen.net/content/vwz2lrhqfh/original/CBSI-3166753_WorkingTogetherInDigitalWorldGeneral_Infographic.svg?u=yjxvld">

Step one:
Copy and paste the blog intro paragraph at the top of page

Step two:
Embed SVG of infographic to blog page for visual component (recommended approach)

  • If preferred to use your branded element, add a download button to page

Step three:
Add proper disclosure and compliance number to bottom of page

Step four:
Test and check page

Step five:
Publish

Download the Website Content(opens a DOCX)

Step one:
Identify the place on your site for banner

Step two:
Download banner file

Step three:
Upload to site

Step four:
Link banner to either blog (recommended) or PDF

  • Use a UTM tracking code to track the success of this medium in driving traffic to content piece

Step five:
Publish

Step one:
Identify if you will share post on Facebook, LinkedIn or both

Step two:
Save social media post image

Step three:
Copy post text and paste into platform

  • Make sure to copy and paste all disclosures and the compliance number

Step four:
Insert link to content

  • Remove pre-populated image which will automatically pull into post builder
  • Use a UTM tracking code to track the success of this medium in driving traffic to content piece (either blog or PDF)

Step five:
Add the image you saved in prior step and publish

Step six:
Monitor and engage with community

Download Social media content(opens a DOCX)
Download Social Media post image 1 (blue/yellow color scheme)(opens in a new window)
Download Social Media post image 2 (blue/green color scheme)(opens in a new window)
Download Social Media post image 3 (burgundy color scheme)(opens in a new window)

Step one:
Identify if the advisor or credit union will send email

Step two:
Develop list of recipients

Step three:
Program email subject line, preheader, body copy and disclosure into email

Step four:
Adjust all variable information (advisor and credit union information)

Step five:
Point all hyperlinks to either blog (recommended) or to the PDF. Use a UTM tracking code to track the success of this medium in driving traffic to content piece (either blog or PDF)

Step six:
Send test email confirming design, content and links come through as expected

Step seven:
Schedule email based on your credit union's preferred send time. Recommendation, if not identified by credit union: Tuesday, Wednesday or Thursday from 11:00 am – 1:00 pm in your respective time zone.

Download the Email Content (opens a DOCX)

Step one:
Copy and paste newsletter copy into your design

Step two:
Link to either blog (recommended) or PDF

  • Use a UTM tracking code to track the success of this medium in driving traffic to content piece (either blog or PDF)

Download Newsletter content (opens a DOCX)

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. Why? There are several reasons you might want to consider annuities, including their growth potential, ability to provide guaranteed income and limit losses. We’ve outlined these and other reasons in our helpful visual guide, 5 Reasons Now Might Be the Time For Annuities.

This campaign includes a printable infographic, webinar, website content, social media post and suggested email content.

Download Infographic(opens in a new window)

Step one:
Select if you want a custom file or to utilize CBSI’s campaign color scheme

  • Campaign option: Download the PDF or SVG from website

Step two:
Upload your preferred infographic file to content management system; giving you a sharing URL

Download PDF Infographic
Use SVG Infographic embed code: <img alt="CBSI-3192613_AnnuitiesGENERAL_Infographic" src="https://cunamutual.widen.net/content/g4yadufkko/original/CBSI-3192613_AnnuitiesGENERAL_Infographic.svg?u=yjxvld">

Step one:
Copy and paste the blog intro paragraph at the top of page

Step two:
Embed SVG of infographic to blog page for visual component (recommended approach)

  • If preferred to use your branded element, add a download button to page

Step three:
Add proper disclosure and compliance number to bottom of page

Step four:
Test and check page

Step five:
Publish

Download the Website Content

Step one:
Identify the place on your site for banner

Step two:
Download banner file

Step three:
Upload to site

Step four:
Link banner to either blog (recommended) or PDF

  • Use a UTM tracking code to track the success of this medium in driving traffic to content piece

Step five:
Publish

Step one:
Identify if you will share post on Facebook, LinkedIn or both

Step two:
Save social media post image

Step three:
Copy post text and paste into platform

  • Make sure to copy and paste all disclosures and the compliance number

Step four:
Insert link to content

  • Remove pre-populated image which will automatically pull into post builder
  • Use a UTM tracking code to track the success of this medium in driving traffic to content piece (either blog or PDF)

Step five:
Add the image you saved in prior step and publish

Step six:
Monitor and engage with community

Download Social media content
Download Social Media post image 1 (blue/yellow color scheme)
Download Social Media post image 2 (blue/green color scheme)
Download Social Media post image 3 (burgundy color scheme)

Step one:
Identify if the advisor or credit union will send email

Step two:
Develop list of recipients

Step three:
Program email subject line, preheader, body copy and disclosure into email

Step four:
Adjust all variable information (advisor and credit union information)

Step five:
Point all hyperlinks to either blog (recommended) or to the PDF. Use a UTM tracking code to track the success of this medium in driving traffic to content piece (either blog or PDF)

Step six:
Send test email confirming design, content and links come through as expected

Step seven:
Schedule email based on your credit union's preferred send time. Recommendation, if not identified by credit union: Tuesday, Wednesday or Thursday from 11:00 am – 1:00 pm in your respective time zone.

Download the Email Content

Step one:
Copy and paste newsletter copy into your design

Step two:
Link to either blog (recommended) or PDF

  • Use a UTM tracking code to track the success of this medium in driving traffic to content piece (either blog or PDF)

Download Newsletter content

Future Featured Topics

October: Annuities, Managed Money, Tax Planning, Inheritance
View Topic Calendar(opens in a new window)
Win the Moment Campaign Playbook(opens in a new window)

Member Webinar Series: Rollover Planning Seminar

When retiring or starting a new job, members have an important decision to make about what to do with the money in their retirement plan. This webinar will help understanding their differences and the tax implication of each.
Download the webinar slides


Investment Program Awareness

Each campaign contains individual pieces for you to successfully market to your members including, banners, postcards, statement stuffers, posters, email templates, and web banners. Each campaign has downloadable or imprinted materials that helps you brand and position the material specifically to your members.

New! Financial Check-up Campaign

Financial Check Up

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 members with an internal advisor.

Step one: Select the 3 blog articles you will publish:

Step two: Copy and paste the blog article on dedicated page

Step three: Add proper disclosure and compliance number to bottom of page

Step four: Test and check page

Step five: Publish

Step one: Identify the place on your site for banner

Step two: Download banner file

Step three: Upload to site

Step four: Link banner to blog article

  • Use a UTM tracking code to track the success of this medium in driving traffic to content piece

Step five: Publish

Organic Post

Step one: Identify if you will share organic post on Facebook, LinkedIn or both

Step two: Save social media post image

Step three: Copy post text and paste into platform

  • Make sure to copy and paste all disclosure and compliance number

Step four: Insert link to content (blog post or investment management webpage)

  • Remove pre-populated image which will automatically pull into post builder
  • Use a UTM tracking code to track the success of this medium in driving traffic to content piece (either blog)

Step five: Add the image you saved in prior step

Step six: Publish

Step seven: Monitor and engage with community

Paid/Sponsored Post (credit union only)

Step one: Identify if you will share paid/sponsored post on Facebook, LinkedIn or both

Download Social Media Content
Download Plans on Pause Image
Download Dreams Delayed Image
Download One Step Forward, Two Steps Back Image
Download Share the Experience Image
Download Ready to Spread the Opportunity Image

Step one: Identify if the advisor or credit union will send email

Step two: Develop list of recipients

Step three: Program email subject line, preheader, body copy and disclosure into email

Step four: Adjust all variable information (advisor and credit union information)

Step five: Send test email confirming design, content and links come through as expected

Step six: Schedule email based on your credit unions preferred send time

  • Recommendation, if not identified by credit union: Tuesday, Wednesday or Thursday from 11:00 am – 1:00 pm in your respective time zone.

Download Member Emails from Credit Unions Content
Download Member Emails from Advisor Content
Download Referral Emails Content

Member Emails from Credit Unions or Advisor Images:
Download Plans on Pause Email Banner
Download Dreams Delayed Email Banner
Download One Step Forward, Two Steps Back Email Banner

Referral Emails Images:
Download Share the Experience Email Banner
Download Ready to Spread Opportunity Email Banner
Download Hoping to Lend a Hand Email Banner

Step one: Copy and paste newsletter copy into your design

Step two: Complete variable details

Download Newsletter Content
Download Plans on Pause Image

Step one: Select the mailer(s) you wish to order on Marketing Port

  • View Set 1 (Why You Should Work with a Financial Professional)
  • View Set 2 (Why You Should Think About Changing Financial Professionals)
  • View Set 3 (Why Refer Friends and Family to Your Financial Professional)

Step two: Customize where applicable on Marketing Port

Step three: Place order on Marketing Port

401k Rollover Campaign

To help complete the marketing campaign download the email journey that is available to help you target and communicate to your members. This email campaign allows flexibility with images. Below are four different image options that are available and can be downloaded for use in this email campaign.

Identify your credit union or wealth management program colors. Having this available will enable you to customize the colors in the emails if you choose. This information will be available through your credit union marketing department. If your program is a MEMBERS Insurance and Investments program your PANTONE color is: 7470.

Maturing CDs

Ensure members with maturing CDs don’t fade into the sunset by utilizing targeted communications. Consider including this as part of a retention and recapture program; partner with your credit union to identify and target members who may have relationships with other financial institutions.

Below are four different image options available for the individual Maturing CD pieces. Make note which images you would like to use.

Identify your credit union or wealth management program colors. Having this available will enable you to customize the colors in the emails if you choose. This information will be available through your credit union marketing department. If your program is a MEMBERS Insurance and Investments program your PANTONE color is: 7470.

When testing the above Maturing CD pieces there were several trends credit unions should think about before using the above pieces including:

Make sure the member has an understanding of the program overall. For instance, before sending them the above targeted pieces introduce the program with one of our pre-approved letters three months before the above targeted communications are sent. This engagement will help the above Maturing CD piece resonate with the member. Don’t disqualify members if they have a low dollar amount CD expiring. Some of the program’s best customers have come from credit union members who have had small CD’s. If a member has a CD with the credit union it shows they likely have investments elsewhere or larger than average savings accounts.

It’s best to send this targeted Maturing CD piece 40 days before the members CD actually comes due. This enables the credit union member and the advisor to have an impactful conversation(s) before the CD matures.



Help for Referrals In a Remote Environment

Who is better to spot a qualified referral than your credit union's front-line staff? Help them identify the best investor candidates with the following referral materials.

How to Spot a Referral Tip Card

Referral Email Template for Staff

Loan Referral Form

Referrals Training Module

CBSI-3216399.1-0820-0922