TruStage™ is the NAFCU Services Preferred Partner for TruStage™ Auto & Home and Life Insurance Products.
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Key Takeaways:
- [01:26] Credit unions are reluctant to use direct mail because of FOMO, Fear of Mail Offers.
- [08:02] It is important when you are dealing with a more complex topic to have it in paper format. Paper is designed for better comprehension.
- [10:51] Your messages need to be highly targeted with effective frequency. It takes 3-7 touches before a message registers.
- [13:14] Your marketing tone should help your members feel educated and empowered as they take action. The right tone means you are keeping things simple and jargon-free.
Presented By
Alison Fleming
TruStage Program Specialist | CUNA Mutual Group
Alison is committed to helping credit unions reach more members and deepen member relationships. Through her deep knowledge of the marketplace and comprehensive understanding of the TruStage portfolio, she is a key player in helping credit unions profitably expand their business and create better experiences for their members.
Fleming joined CUNA Mutual Group in 1997 as marketing manager for key programs designed to help credit union members in their retirement. She has worked in all facets of the TruStage program, including market strategy development, program marketing manager and product development.
Tammie Kovacs
TruStage Program Specialist | CUNA Mutual Group
Tammie is committed to helping credit unions reach more members and deepen member relationships. Through her deep knowledge of the marketplace and comprehensive understanding of the TruStage portfolio, she is a key player in helping credit unions profitably expand their business and create better experiences for their members.
Kovacs joined CUNA Mutual Group in September 1999 leading the development of sales systems used by the investment program financial advisors. During that time, Kovacs designed the concept for Advisor Workspace, a sales portal that continued to be used and modeled for other sales applications. She continued serving as the Web Channel Development Leader responsible for evolving the internal and external web properties to meet business and customer needs.