Strengthen Member Relationships - Provide Your Members with the Expert Services of America's #1 best-selling tax software - Love My Credit Union ...
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Strengthen Member Relationships Provide Your Members with the Expert Services of America’s #1 best- selling tax software
Contents 1. Why TurboTax?
2. What Credit Unions Are Saying?
3. TurboTax – The Leader in DIY Tax Software
4. Benefits for Members and Your Credit Union
5. Tax Content Hub
6. Marketing TurboTax
7. Next Steps
Would you like to . . .
✓Provide members direct access to expert tax resources?
✓Link tax refunds to your core products and services to improve your share of wallet?
✓Be your members’ trusted advisor by offering tax related content all year round?
✓Offer your members savings on the #1 best-selling tax software?
3
What Credit Unions Are Saying
“The TurboTax discount is a great value
to our members. Any time
we can save them money on a great
product, we take
advantage of it because it’s in line with
what we do. If they’re
going to do taxes, why not save them
money on it?”
Todd Pietzsch
Manager of Public Relations
BECU
4
Why
TurboTax?
5
From Simple to Complex, TurboTax has a Tax Solution For Every Member
6
TurboTax “Do It Yourself” Products
➢ TurboTax Free Edition – Free Fed & State
▪ For qualifying members with simple tax returns
➢ TurboTax Deluxe – Members Save $5
▪ For homeowners and others who are interested in
maximizing their deductions and credits.
➢ TurboTax Premier – Members Save $10
▪ Designed for all levels of investing and investment
types, from simple stocks to complex rental
income.
➢ TurboTax Self-Employed – Members Save $15
▪ Specifically designed to address the needs of the
growing self-employed segment
7
➢ What is TurboTax Live?
TurboTax Live
▪ With TurboTax Live, members can get unlimited advice from
real tax experts as they do their taxes — or have everything
Unlimited Advice done for them, start to finish.
From Real Experts • Simply click to talk live with experts online
• Get unlimited tax advice and answers all year
• An expert final review
▪ *NEW! Have a dedicated expert do your taxes for you start to
finish (this is an upgrade within TurboTax Live products)
▪ Members can start in a Live product or upgrade from any
online product they use
▪ Member savings on TurboTax Live products:
• Live Basic – special pricing in early season
• Live Deluxe – Members save $5
• Live Premier – Members save $10
• Live Self-Employed – Members save $15
8
➢ What is TurboTax Premier?
TurboTax ▪ Covers investments and rental property
Premier ▪ Designed for all levels of investing and investment types
▪ The right fit for Millennial investors
▪ Auto import of investment info and tax data
Solution for
▪ Covers stocks, bonds, ESPPs, robo-investing, cryptocurrency,
Investors and rental property income, and more
Property Owners ▪ One-on-one expert help for answers, on demand with
TurboTax Live Premier
▪ Members are eligible to receive savings of $10 on the
TurboTax Premier and Live Premier product.
9
What’s In It For Your Members?
➢ A product for each unique tax situation; simple filer,
homeowner, investor, self-employed
➢ Expert help, live on-screen, unlimited advice and
final review of their return from a tax expert with
TurboTax Live
➢ File with confidence with guaranteed 100%
accurate calculations and your maximum refund
➢ Exclusive credit union member discount
available the entire tax season!
▪ $5 savings on the Deluxe and Live Deluxe federal edition
▪ $10 savings on the Premier and Live Premier federal
edition
▪ $15 savings on the Self-Employed and Live Self-
Employed federal edition
10What’s In It For Your Credit Union?
➢ Strengthen member loyalty by providing your
members with savings on TurboTax
▪ Over 2.5M members saved $1.5M+ with the TurboTax
credit union member discount
➢ Grow investments and deposits
➢ Increase share of wallet and increase lending
▪ Leverage tax refunds to promote your loan products
➢ Be your members’ trusted advisor by offering
tax related content all year round
➢ Co-branded microsite prominently displaying
your CU logo and name.
▪ Member discount included in the product pricing
➢ Employee discount
▪ Credit union employees get savings of up to $20 on
TurboTax federal products
11Co-Branded Microsite
Co-branded
Microsite
12➢ Your members may file taxes once a year, but taxes
Tax Content happen all year long
Hub ➢ Improve share of wallet with your members by providing
relevant tax focused messaging from our Tax Content Hub
in the Partner Center
➢ Include an educational article in your next newsletter
and/or blog
➢ Examples of articles and information on all things tax
related
▪ What is the Impact of Stimulus Payments on my taxes?
▪ Tax Tips for Unemployment Income If You’ve Been Laid Off or Furloughed
▪ Your Top Tax Questions About Working Remotely, Answered
▪ CARES Act 401(k) plan distribution, how will it impact my taxes?
▪ Tax Implications of Buying and Selling Stocks During the Market Downturn
▪ I Was Temporarily Furloughed and Then Came Back to Work, What Does That Mean
for My Taxes?
13Special Love My Credit Union Rewards offers credit union employees a
special discount on TurboTax products to show our
Employee appreciation for supporting the TurboTax program
Discount
➢ Employee Discount
▪ $10 savings on the Deluxe and Live Deluxe federal products
▪ $15 savings on the Premier and Live Premier federal products
▪ $20 savings on the Self-Employed and Live Self-Employed
federal products
➢ A special microsite has been created to provide the
employee discount to your staff
Visit http://turbotax.intuit.com/affiliate/lmcuremp to access the
employee discount.
14Marketing Best Practices
15➢ Members start looking for discounts on tax preparation in late
Marketing December/early January
Timing is Key! ➢ Peak filing begins the third week of January through the first
week of February
➢ 70% of returns are started by mid-February
➢ 40% of returns are completed by mid-February
➢ Peak tax filing for end of season is the first two weeks of April
16➢ Banner Ad Placement – Entire season is optimal
Marketing Best
▪ Home page of CU website
Practices ▪ Online banking platform
▪ Mobile app platform
➢ Email Communications – Timing is Critical
▪ January 13 and January 27
▪ April 7 for late season filers
➢ Newsletter Messaging
➢ Additional Marketing Options – Increase Member Reach
▪ Social Media/Blog
▪ Include Ad on Year End Statements
▪ Digital Lobby Display
17Marketing Materials and Services
➢ CUSG provides FREE marketing materials for the
TurboTax program
➢ Marketing materials include:
▪ Banners and ads
▪ Email templates
▪ Newsletter messaging
▪ Social media messaging and images
➢ Free email service
▪ Assist your credit union in sending TurboTax emails
to your members
▪ Saves you time and resources
▪ CUSG creates your co-branded email template,
submits to you for approval, and sends on specified
dates
Click here to access the Email Service request form.
18Next Steps To Get Started Today!
Ready to Offer 1. Visit the Partner Center at partnercenter.lovemycreditunion.org
TurboTax to 2. Scroll down to Program Overview & Enrollment and click the
Enroll button in the TurboTax section
Your Members?
Or Your Can Email Your National Business Consultant at
NationalSales@CUSolutionsGroup.com
They will connect with you to get things rolling.
19Thank You
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