Members can save up to $15 with the credit union member discount.

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2 TurboTax Overview Building Member Value with TurboTax America s #1 online tax preparation service TurboTax provides a secure easy to use experience, that is 100% guaranteed for accuracy and 100% maximum refunds. Brand recognition Available online, download, mobile or tablet Expert Help Live tax expert assistance available year round CPAs, EAs, and Tax Attorneys with years of experience Members can save up to $15 with the credit union member discount. 2

3 Credit Union Benefits Build member loyalty Enhance the value of membership Add new recurring revenue streams Cross-sell your products and services on your TurboTax microsite to your members IRA s, loans, credit cards Capture refunds - grow investments and deposits Over $239B of refunds were direct deposited with financial institutions last tax season 3

4 TY16 Season Overview More American s are filing their taxes using TurboTax 4

5 LMCUR TY16 Overview Served over 244,000 members Saving members over $1.2M Reaching over 50,000 Gen Y / Millennials Adding over $464M in low cost deposits 5

6 The TurboTax Difference 6

7 Credit Union Member Discount Credit union member discount available throughout the entire tax season $5 savings on Federal Deluxe (14% discount off retail price) $10 savings on Federal Premier (18% discount off retail price) $15 savings on Federal Self Employed (19% discount off retail price) Custom co-branded microsite with an exclusive opportunity to promote products and services to your members FREE marketing materials 7

8 New: TurboTax Live Expert Services 8

9 What s New This Season 9

10 Product Innovations Focus on more complex filers 10

11 Product Line Up for TY17 11

12 Absolute Zero Members who file 1040A or 1040EZ can prepare and file both federal AND state tax returns for absolutely nothing. $0 Federal. $0 State. $0 to File. Members in this category typically pay the most to have their taxes prepared Who qualifies members with a taxable income of $100,000 or less and claim the standard deduction rather than itemizing deductions Designed for value-conscious taxpayers who have simple and straightforward tax returns Millennials Low to middle income Singles filing with standard deduction 12

13 Military Discounts Special discounts on Deluxe and State Editions o o Pay grades E1 to E5 receive a FREE Federal Deluxe Edition and State (if applicable) Pay grade E6 to E10 and Officers receive the credit union member discount o o o $5 savings on Federal Deluxe (14% discount) $10 savings on Federal Premier (18% discount) $15 savings on Federal Home & Business (19% discount) All active-duty military or reservists can rely on TurboTax to provide complete military support to handle the events the incur during their military service o o o Military and civilian income including combat pay, BAS and BAH Military-related expenses we'll find every deduction you deserve Completed a PCS we'll determine your state of residence Credit unions that have military personnel in their membership are encouraged to market the Military Discount in addition to the standard TurboTax credit union member discount

14 Employee Discount Credit union employees are eligible for special discounts on TurboTax federal products this tax season This is offered as a thank you for supporting the Love My Credit Union Rewards TurboTax program Employee discount $10 savings on Federal Deluxe $15 savings on Federal Premier $20 savings on Federal Self Employed A special microsite has been created for the employee discount 14

15 Marketing TurboTax 15

16 Marketing Strategies Four Essentials for a Successful TurboTax Campaign 1. Post TurboTax banners on your home page Location, location, location Ideal placement is above the fold 2. Post TurboTax banners on your Online Banking site Log in screen Log off screen Account summary screen 3. Dedicated TurboTax s sent to your members Build product awareness Build member loyalty 4. Optimize microsite co-branding and cross-selling opportunities

17 Marketing Best Practices: Timing Early season marketing is the key to building member awareness of your discount. 15% 10% Weekly % of TTO Starts 70% of returns are started by February 10th 40% of returns are completed by February 10th 5% 0% 17 17

18 Marketing Requirements Promoter Level TurboTax banner placement Credit union home page above-the-fold Online banking pages, above-the fold January, 2018 April 17, 2018 Required posting dates: 1/1 2/26, 3/23-4/17 Dedicated member s - Two 1 st date January 11th 2 nd date January 25 th Additional date options February 8 th (can replace January 25 th ) April 12 th

19 Marketing TurboTax FREE marketing materials are available in the Partner Center Web Banners Newsletter Messaging Social Media Messaging E-statement Onserts Lobby Posters and Take Ones Mobile App Banners Templates OLB Banners Web banners A variety of sizes are available on the TurboTax marketing materials page Native files are also provided for those credit unions who may want to create their own TurboTax banner for their website CUSG also provides a service to create custom size banners 19

20 Marketing Best Practices - Banners TurboTax banners placed prominently on your website, linking directly to your TurboTax microsite, drives member awareness Key Dates: January 1, 2018 through April 17,

21 Marketing Best Practices - s Co-branded s sent directly to members drive over 30% of total sales volume 21

22 Co-Branding and Cross-Selling Each credit union receives a co-branded microsite Provides the opportunity to promote products and services on every tax page and the exit page Members visit your TurboTax microsite an average of 5-6 times per tax season. CU logo and name appears on the home page and on every tax preparation page Cross-sell banners Three cross-sell banners x 90 logo banner and two 200 x 200 logo banners Early placement Jan thru Mar Late placement End of Mar Apr 17 IRA Link This link averages a 6% click through rate.

23 Microsite Microsite design Prominent co-branding placement and discount message Credit union logo on every tax page Cross-sell banner on every tax page 23

24 Co-Branding and Cross-Selling Credit Union Logo 120 x 90 Cross- Sell Banner on every tax page Credit union logo and cross-sell banner are present on every screen in the TurboTax Online products. 24

25 Exit Page Cross-Selling Banners Cross-sell Banners Prominent placement on exit page in right column Includes logo, IRA link, 3 product banners Members visit the TurboTax microsite and average of 5-6 times during tax season which maximizes your cross-sell opportunities 25

26 Access Marketing Materials Click on the TurboTax logo to access the TurboTax marketing materials page 26

27 Marketing Materials Page 27

28 Program Tracking and Reporting Reporting shows weekly microsite visit activity to enable credit unions to track effectiveness of marketing tactics 28

29 Next Steps New Credit Unions Enroll at Review marketing requirements and implementation dates and create a marketing plan to communicate the TurboTax discount to your members Implement co-branding and cross-selling banners for microsite Launch marketing communications to your members on specified dates Participating Credit Unions Update co-branding and cross-selling banners using the link in your Dashboard in the Partner Center of LoveMyCreditUnion.org Build the optimal marketing dates for the program into your credit union s marketing calendar Access marketing materials from the Partner Center beginning November 1st Launch marketing communications to your members on specified dates Questions? Contact clientsupport@cusolutionsgroup.com or by phone at