Mountain America Credit Union
To help our members become more knowledgeable about their personal retirement plan (instead of guessing) and to build awareness around the benefits available when they work with our Wealth Management Team. These benefits include: earning more money on their current savings or retirement plans, peace of mind for the future with plans and options for every stage of life, and the protection that comes with working with a representative that upholds Mountain America’s standards of honesty and integrity. We targeted members age 45 and up with a 700 or higher FICO score. Referrals totaled 5,115. The goal was 5,000 referrals, with 20% coming from online marketing. Previously, all referrals had come from branch employees.
Guessing is for Jelly Beans, Not Retirement Planning
Category
Point of Sale/In Branch Media/Retail Advertising > Point of Sale/In Branch Media/Retail Advertising - $1 Billion and Greater
Winner Status
- Silver