January 2020 Marketing Plan

#MYSWACUSTORY SIGNATURE LOANS January 2020

Marketing Update News & Events First Time Home Buyer Webinar - February 27th at 12:00 pm First Time Home Buyer Webinar - March 26th at 12:00 pm First Time Home Buyer Webinar - April 30th at 12:00 pm First Time Home Buyer Webinar - May 28th at 12:00 pm Daniel J. Kimber Scholarships being accepted, now-March 15th Campaigns Member Referral: Runs until March 31st Skip-a-pay: Runs until January 31st

Marketing Update Cont.

Facebook - Facebook likes: 10,180 - Facebook followers: 10,203 - 12 Days of Christmas Contest Entries: 5,000 Instagram - Instagram Follows: 678

Business Development Update Business Development - December - Stations Visits: Tampa

HELPING OUR MEMBERS CONSOLIDATE & SAVE MONEY WITH SIGNATURE LOANS

SWACU got my loan approved, but also at a low 9.5% interest rate, when I had a 17.99% interest rate on one of the loans... I’m in better shape for my continued future to get more financially healthy.

REGINA J., SOUTHWEST AIRLINES SWACU MEMBER SINCE 2015

SIGNATURE LOANS

45 YEARS AND STILL GOING STRONG! *APR = Annual Percentage Rate. Loan rates and terms are based on the credit worthiness of the borrower. The actual rate you receive will be based on your credit score. Example Repayment Term: 60 monthly payments of $357.07 for a $20,000 loan at 2.74% APR. Subject to credit approval.

FEDERALLY INSURED BY NCUA

Wear me on Fridays, starting January 3rd!

#mySWACUstory

OnHold Script 1 – Credit Cards Balance Transfers Did you use high-interest credit cards to make your holiday purchases? With the end of holiday shopping, spending, and sales comes the realization that you have accrued new debt, new bills and new stresses.

Maybe this is the year to make a new kind of resolution! Consider making your resolution to eliminate extra bills and pay your debts on time and quickly. Don’t you just love new opportunities and new years?

Open a new SWACU Visa Platinum, Rewards, or Signature Card and take advantage of 0% on balance transfers for 12 months. For full details and disclosures, visit swacu.org/visacreditcards Script 2 – TurboTax It’s everyone’s favorite time of year! It’s tax season! To add to the excitement, as a SWACU member, you can receive discounts when you use TurboTax Tax software to file your 2019 taxes! Why spend more than you should to have someone else do your taxes for you? TurboTax® puts the power in your hands to keep more of your hard earned money, with the peace-of-mind knowing you have experts in your corner every step of the way. For more information go to www.swacu.org and click the TurboTax Link in the Members Lounge located on the homepage.

Script 3 – 3-in-1 Personal Loans We have your last gift for this holiday season! Our members are our family at SWACU and we offer our family members low-rate Consolidation, Signature, and Share Secure Loans! Let us make your New Year a little easier by combining all those “perfect” purchases into one low monthly payment! When we return to the line, ask if you can qualify and see if we can help you start off on the right foot this year!

Script 4 – Daniel J. Kimber Scholarship Program Are you or your child a high school senior looking for scholarships to help pay for college? We may be able to help! We are currently accepting applications for the Daniel J. Kimber Scholarship program until March 16th. Three high school seniors who are the primary member on a SWACU savings account, have a GPA of 2.75 or higher, and will be attending as a freshman at an accredited college, junior college, or university in the fall of 2020 may complete an application and essay to be considered for one of three $2,000 scholarships. Applications are located at www.swacu.org/scholarship and will be accepted until Monday, March 16th.

Script 5 – SWACUBlog/45th Stories are everywhere and this year we are celebrating 45 years of SWACU’s roll in our members lives with Hashtag My SWACU Story. We will be featuring SWACU Members’ stories everywhere, including our new SWACU Blog, located on swacu.org. We wouldn’t be here without our members and we are excited to build the Story of SWACU with you this year! Do you have a story? Tell us about it at swacu dot org back-slash my swacu story.

AS I REFLECT ON....

THE SWACU NEWSLETTER GROUP WINTER 2020

...the holidays, I am always reminded of how blessed I am to have amazing family and friends, live in a great country, and work for a fantastic credit union with an exceptional staff. There is no doubt we have the best members as well and I personally cannot wait to celebrate our 45th birthday in 2020! We plan to celebrate in a big way all year spotlighting special members and the SWACU staff that serves them (#mySWACUstory). Later in this newsletter you will meet our Dallas member, Peter, who will share how he has developed a special relationship with our Call Center Manager, Niles.

In addition to 2020 being a BIG birthday year, we are currently highlighting our Holiday Skip-A-Pay program that runs through January 31st, 2020, our member referral campaign, and Signature Loans for Bill Consolidation to help lower your payments after all that holiday spending. To obtain more information about these promotions, or to let us share what makes SWACU a great place to be a member, visit our website at www.swacu.org. We really do offer excellent products and services that set us apart from our competitors in the financial community. As you will learn from our member spotlight’s this year, there is no comparison to the service level you will receive from SWACU. It’s our goal for you to have your own #mySWACUstory to share with family, friends and co-workers about how Southwest Airlines Federal Credit Union has helped you as a member. I hope we have invested in your life in a positive way and brought you peace of mind, a trusted financial partner, and sensitivity toward the real-life issues we all encounter.

On that note, I hope you and your family experienced a joyful holiday season and you have ushered in 2020 in a compelling way. It is my desire for you to seek SWACU for all your financial needs. No matter what stage of life you or your family may be in, we are here to provide you with great financial options.

TOTAL LOANS

TOTAL ASSETS

$444,767,382

$592,084,463

TOTAL DEPOSITS

TOTAL MEMBERS

$519,581,480

FINANCIALS

As of November 30, 2019

57,267

1

#MYSWACUSTORY HELPING MEMBERS CONSOLIDATE AND SAVE MONEY WITH SIGNATURE LOANS

SHARE YOUR STORY FOR OUR 45TH ANNIVERSARY.

Everyone has a story, our members have been the character in our’s for the past 45 years. This year, we are celebrating 45 years of serving our members through individual stories. We wouldn’t be where we are without you, our members. We invite you in to the story of SWACU with “mySWACUstory.” Each month, we will feature different members with their unique circumstances and CHECK OUT THE how SWACU has helped NEW SWACU them be where they are BLOG ON today. From a file room SWACU.ORG TO at Southwest Airlines LEARN MORE Headquarters, to four ABOUT OUR physical branches and HIGHLIGHTED now reaching all corners MEMBERS! of the United States with Shared Branching, we invite you to sit back and enjoy. We are privileged to serve members all over this great country and we would love to hear your story, go online to swacu.org/mySWACUstory and tell us about it!

We can’t wait to hear from you!

“

REGINA J., SOUTHWEST AIRLINES

“

1975 - 2020

SWACU MEMBER SINCE 2015

*APR = Annual Percentage Rate. Loan rates and terms are based on the credit worthiness of the borrower. The actual rate you receive will be based on your credit score.

Example Repayment Term: 60 monthly payments of $420.04 for a $20,000 loan at 9.5% APR. Subject to credit approval.

45 YEARS AND STILL GOING STRONG!

TURBOTAX IS HERE! It’s that time of year again, the time everyone looks forward to with great anticipation!

What “time of year,” you ask? It’s tax time!

As a SWACU Member, you are eligible for a discount through TurboTax. To take advantage of this benefit, please visit www.swacu.org and scroll down to Members Lounge and you will find the TurboTax link.

2

“

“

PETER, INFLIGHT COORDINATOR, SWA, 18 YEARS

Meet Peter, who thanks to our awesome Call Center Manager, Niles, has learned the ins and outs of managing his money. Check out more about Peter’s #SWACUstory blog in March, and discover how SWACU has helped him achieve his financial goals and be successful with his money for the past 18 years.

SWACU MEMBER SINCE 2001

eService/Shared Branching – Dee

OUR MORTGAGE TEAM ROLLED OUT THE WELCOME MAT THIS YEAR! Our SWACU Mortgage

FIRST TIME our members home this past HOME BUYER year! They have been breaking WEBINARS records and bringing our

NILES, SWACU CALL CENTER MANAGER

Department has been bringing

members the best service!

Are you considering buying a new home in 2020? Give our mortgage department a call and they can walk with you through one of the most exciting moments in your life!

HAVE YOU MET OUR TRIPLETS? It’s time for one of these cards to be part of your story!

• SWACU VISA PLATINUM • SWACU VISA REWARDS • SWACU VISA SIGNATURE ®

SWACU doesn’t just help you find your dream home, we service mortgages throughout the life of your loan! For our first time home buyers, we

®

have four webinars coming up

®

early this year! Check which

Apply today and slide some additional SWACU family into your back pocket!

www.swacu.org/visacreditcards

*APR = Annual Percentage Rate. Subject to credit approval.

date works best for you.

THURSDAY, FEBRUARY 27TH, 12:00 PM CST THURSDAY, MARCH 26TH, 12:00 PM CST THURSDAY, APRIL 30TH, 12:00 PM CST THURSDAY, MAY 28TH, 12:00 PM CST

When ready, you can apply online today at

www.swacu.mortgagewebcenter.com

DEE! SQUEEZE IN. NEED TO POST GROUP PHOTO!

SWACU’s E Services and Online Banking will help free up time and your money! At home or on the go....

SWACU and your money is there.

DEE, SENIOR CREW BASE COORDINATOR, SWA, 18 YEARS

LOO

*Certain restrictions may apply.

OR THE LOGO! KF

SWACU MEMBER SINCE 2009

Plus, when you’re on the go, go online at www.swacu.org/coop and get access to 5,000+ locations to assist you with your financial needs* while you’re away on business or pleasure!

3

U P C O M I N G

IT’S BACK! THE 2020 DANIEL J. KIMBER SCHOLARSHIP PROGRAM

holiday closings JAN

1

ATTENTION 2020 HIGH SCHOOL SENIORS!

New Years Day

We’re accepting scholarships for the 2020 Daniel J. Kimber Scholarship Program.

Apply at www.swacu.org/scholarship

JAN

20

between now and March 15th. Three scholarships will be awarded in the amount of $2,000 each to

Martin Luther King Jr. Day

graduates who plan to continue their education at

SCHOLARSHIP ELIGIBILITY REQUIREMENTS INCLUDE:

FEB

an accredited college, junior college or university

t Be a primary member of a SWACU savings account with a minimum balance of $5

17

t Be a graduating high school senior t Have a minimum GPA of 2.75

President’s Day

no later than the Fall 2020 session. Please note: winners will be contacted by May 5th and will be announced on social media and in the Summer Newsletter. We will only contact the three winners.

or higher

t Complete an application and essay t Be accepted as an incoming freshman to an accredited college, junior college or university

Scholarship applications are always available online. All applications must be received no later than Friday, March 15th, 2020.

CHARITABLE CONTRIBUTIONS FOR 2019 SWACU supports many charities such as Ronald McDonald House, Salvation Army, American Red Cross, Kidd’s Kids, and Make-A-Wish Foundation. These charities are chosen based upon mutual mission alignment with SWACU and Southwest Airlines culture. We have donated over $29,833 to these charities over the course of 2019.

FEDERALLY INSURED BY NCUA

EVERYONE HAS A STORY.

FIND US @ SWACU

DALLAS | HOUSTON | PHOENIX | EULESS

800-262-5325

We want to hear and share yours.

4