Have a 529? Here’s how to best use it
by. Amaia Kirtland College is just around the corner for newly graduated high school seniors, which means the first tuition bills will appear at any moment. To help guide families who are using 529 plans [...]
by. Amaia Kirtland College is just around the corner for newly graduated high school seniors, which means the first tuition bills will appear at any moment. To help guide families who are using 529 plans [...]
It's that time of year again as CUES 2014 Next Top Credit Union Exec competition is in full swing. So we invited the competition's creator, Currency Marketing's Tim McAlpine, and last year's winner, Northwest Credit [...]
The Credit Union National Association recently released the 2014-2015 Environmental Scan. The E-Scan offers insights in 10 primary areas affecting credit unions, including lending, mobile payments, big data and of course marketing/business development. The [...]
by. Michelle Thornton It’s hard to have all the answers about EMV. In fact, sometimes it’s even hard to pose all the right questions. If you haven’t asked the following questions yet – [...]
Scott Butterfield wrote a tremendous article last month on the importance of displaying individual credit union's unique values through strategic storytelling. "Whether you know it or not, the stories used in marketing materials, press releases, [...]
The U.S. Supreme Court has ruled that funds held in inherited IRAs are not “retirement funds” exempt from the debtor’s bankruptcy estate under federal law. The Court’s unanimous decision in Clark v. [...]
It seems like everyone is talking about social media these days, and for good reason; if you are not involved with social media marketing you are missing a significant opportunity. Some 800 million consumers spend [...]
by. Brandon Bogler The majority of consumers are aware that online retailers monitor their shopping habits, and many of them embrace the practice. That is, as long as they believe it enriches their shopping experience. [...]
No matter the conference, there’s at least one speaker emphasizing the need to “reach out to the younger generations.” And no matter the speaker, you find yourself nodding in agreement. But how do you [...]
by. Dennis Child The past eight years have been traumatic for most financial institutions. We in the lending business witnessed how dramatically loan portfolios can change over relatively short time frames and how detrimental those [...]
by. Mark Komnik Development of your credit union’s Business Continuity Plan (BCP) is a methodical process. It starts with the Business Impact Analysis (BIA). The analysis includes a Risk Assessment Survey to help identify [...]
by. Henry Meier That’s the question posed by the New York Times in an article yesterday in which it seeks to sound the alarm: in a nutshell it argues that, just like the mortgage [...]
by. Larry Meador Attracting the attention of potential new members can be one of the most challenging aspects of a credit union marketing department. However, knowing what your potential members are looking may be the [...]
Have you ever written a letter to yourself? If you’ve never done it, it might seem like a silly thing to do. But those of us who have done it have a different perspective. [...]
Wait. You’re probably thinking, “There’s no way you can be writing about the ways credit unions can boost their broadcast marketing efforts.” Believe it. “But, don’t you only focus on digital marketing?” [...]