BE A ROCKSTAR FOR YOUR CLIENTS!
$250 TO YOUR CLIENT
AND $100 TO YOU!
CLIENT MEMBERSHIP GIFTCARD INCREASED TO $250 TILL THE END OF THE YEAR!
As we approach the end of 2021 we continue to look for ways to not only increase our PenFed Credit Union Membership but also provide you with ways to touch your clients and offer them something of value during this season.
We are thrilled to announce, for the remainder of the year, your clients who are eligible for a PenFed Credit Union Membership will now receive a $250 Gift Card just for becoming a PenFed Credit Union Member!
We encourage you to utilize this opportunity to not only provide a free $250 gift card to your clients (and make you look like a rockstar agent!) but also take home an additional $100 for yourself with each membership sign-up.
If you have a client you serviced ANYTIME THIS YEAR who is eligible to join, but has not signed up for PenFed Credit Union membership, you can go back to them and offer this $250 gift card to them. If you need any assistance gathering a list of eligible clients and ways to share this end of year offer with them please contact your ASA or Branch Manager.
Thank you for your dedication in helping us meet our membership requirements while offering your clients an immense value.
FOR INTERNAL USE ONLY
This guide walks you, the agent, through the benefits of your clients becoming a member of PenFed Credit Union, and also provides you with a visual step-by-step guide of how to walk a client through signing up.
Please note this guide refers to the client gift as $100, but we are offering $250 as a gift through the end of the year to ALL clients you serviced this year that are eligible for membership and have not yet signed up.
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