Plan It

How to Get Members to Your Site

Your site will be more valuable to your members when you promote its content and make it easy to find.

Use this link to reach your Plan It Set-up & Customization page. If you have subscribed but cannot recall your ID and password, just create a new one here. The product code for Plan It is: PLAN (all caps).

Get the most from your subscription by using these free marketing tools to promote Plan It to your members:

• Customization
• Linking strategies
• Logos and graphics
• Newsletter Articles or Email Messages
• Successful sites
• Testimonials

Customization

Customize with CU Name and Links Back to CU
It only takes 10 minutes to customize Plan It with your credit union information using our simple online form.

You’ll need:

• Your user name
• Your password
• Internet access

Follow this link and enter your ID and password.

When you subscribed to Plan It, you selected a password. Your user name is your 5-digit CUNA ID. If you have subscribed but cannot recall your ID and password, contact our customer service staff. To select a new password, click here. The product code for Plan It is PLAN (all caps).

What you can customize:

• Add credit union name to each Plan It topic
  You have the option of showing your credit union’s name at the top of each Plan It topic. All you will need to do is type in the name on the customization form. If you change your name, you can update the form anytime.
• Link from CU name to CU home page
  You have the option of creating a link from your credit union’s name in Plan It back to a page on your credit union’s site. The logical choice is to link back to your home page.
• Link from specific Plan It topics to specific CU pages
  In each Plan It topic, you are able to link back to a specific page on your Web site. We have default phrase suggestions (most are “See our rates” or “Apply online”), which you may use or change – simply type in your own phrase. You may change the wording of these linking phrases and the pages they link back to on your site at anytime.

Linking Strategies

Place the linking button on your home page

The easier you make it to find Plan It, the more likely you'll turn your members into regular readers and more frequent visitors to your Web site.

Ideally, members should find the link to the Plan It right on your home page. Logo buttons (which you can download) are the most obvious and effective links.

However, if a logo button conflicts with your site's design, the next best alternative is to use the name as a text link. That way, members know immediately where the link goes, rather than having to explore indirect connections. And, your subscription allows you unlimited links from your Web site to Plan It— so take advantage of them.

Place the linking button on your secondary pages

Create links from to Plan It from other pages on your site, such as your pages that describe retirement savings, IRAs, college savings, trust services, certificates...whatever you offer that applies to retirement planning. Use the Plan It logo for instant recognition.

Place the linking button on your online branch login page
Let your online members know about this new service as they log in to access their account information.

Place linking buttons within Plan It to take members BACK to specific product or service pages on your Web site

Ideally, whatever destination you choose, the specific service you want members to consider should appear on the first screen they see, so that members have no doubt they've come to the right place. The more direct you make the links, the more useful they’ll be to your members.

Logos and Graphics

As a Plan It subscriber, you may download these free images for use on your Web site and in your print communications.

• Linking button
• Graphics

Linking Button

To download the low-resolution images for Web use, place your cursor over the image, right-click, and choose the "Save Picture As" option. For a larger sized version, first click on the image to view the full-size version then right-click and choose the "Save Picture As" option. Specify a directory on your computer or your LAN where you will save the image. Links shown are to high-resolution versions.

Graphics

Image 1		Download the low-resolution JPEG for Web use Download the high-resolution TIF for use on print materials (15MB)
Image 2		Download the low-resolution JPEG for Web use Download the high-resolution TIF for use on print materials (15MB)
Image 3		Download the low-resolution JPEG for Web use Download the high-resolution TIF for use on print materials (29MB)
Image 4		Download the low-resolution JPEG for Web use
Image 5		Download the low-resolution JPEG for Web use

Newsletter Articles or Email Messages

Use these free articles in your newsletter and other communications with members to announce and promote new products and draw viewers to Plan It.

• The time and place to prepare for retirement is here and now
• Plan your retirement party today
• The right tool to help you paint the big picture

Article 1:
The time and place to prepare for retirement is here and now.

Get ready for retirement with Plan It^TM: Retire Ready Toolkit. It’s a free online resource that can help you plan for—and achieve—retirement security. Access articles, listen to audio clips, run “what if” financial longevity scenarios, and listen in on the financial conversations on PreRetiree Lane.

• Create a personal profile
• Track your own retirement savings
• Print personalized charts
• Make retirement to-do lists

Let Plan It^TM help improve your financial future. Visit {CU Web site URL} today!

Article 2:
Plan your retirement party today

No matter how far off retirement planning may seem, no one should delay it. We have made the process easy by providing you with an easy online planning solution – the Plan It™: Retire Ready Toolkit.

The toolkit provides you with retirement information in a variety of different formats, including articles, videos, podcasts and blogs. And not only will you learn about retirement, you’ll be able to put your newfound knowledge to use by building your own personal profile. The Plan It: Retire Ready Toolkit also links you to real-time, ask- the-audience sessions.

Don’t make the mistake of delaying your retirement planning – think about what it will take to retire right by using the Plan It™: Retire Ready Toolkit.

Article 3:
The right tool to help you paint the big picture

If thinking about the big picture – your retirement – makes your head hurt, we would like to offer you a simple solution. Plan It™: Retire Ready Toolkit is a simple, easy-to-use information resource for learning about retirement and making the appropriate plans.

No matter what your learning style, retirement planning information is presented in a variety of formats. The toolkit has articles, podcasts, videos and blogs, all filled with useful tips. You can use this information to create your own personal profile and determine what it takes to meet your long-term financial goals.

The Plan It: Retire Ready Toolkit also provides you with the opportunity to engage in real-time, ask-the- audience sessions. Get started today by checking out the Plan It: Retire Ready Toolkit at…