Endless Summer
1/8/2024
Endless Summer Marketing Assets
Parameters
- Open to all members ages 55 and better
- Portico suffix —no special suffix is assigned
- Endless Summer is a targeted marketing campaign. Its primary purpose is to encourage members to review their accounts to ensure everything is up-to-date and according to their wishes (i.e. PODs). It also promotes applicable products such as Trustee Accounts, IRAs and information on Estate Accounts.
Features
- Accounts permitted all Credit Union services as permitted by law and/or policy.
Benefits
- Monthly eNewsletters sent to all AAM members; also available on our website.
- Financial education that targets their specific situation, such as:
- Protecting Yourself From Identity Theft
- What To Know About Cryptocurrency And Scams
- How To Have Hard Discussions About Life Insurance Needs
- Is A Reverse Mortgage Right For You?
- How To Stop Telemarketing Calls
- Data Breaches / What You Should Know And Do
Cross Sell
- Talking Points — When was the last time you sat down and reviewed your accounts with us? We recommend doing so every few years to make sure nothing has changed and we have the right information on file.
- Opportunity Box Code/Name: END | All About Me
- Referrals — assign to Member Services at applicable branch
Contact Manager
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