Email Copy & Cadence
Email is a powerful way to connect with members who may benefit from the Extended Insurance Account. Below are sample templates you can adapt for different types of members. Keep messages short, clear, and focused on the value the member will care about most. Always personalize with the member’s name and, if possible, reference their relationship with the credit union.
**The key to email engagement is consistency. **Our research shows it takes 5-8 emails on average to get a response. Space followup 1-3 days apart to consistently drip content to prospects.
Email Copy Below:
For Maturing CD Holders:
Subject Line: Protecting Your Wealth with Extended Insurance
Hi [Member Name],
We've heard from many members seeking secure ways to protect their deposits against market uncertainty. We're excited to introduce a new product called the Extended Insurance Account, designed to revolutionize deposit protection at [CU Name].
Key benefits of our new account offering:
- Up to $15M NCUA insurance protection: * Make your deposits 40x more eligible for protection backed by the full faith and credit of the federal government
- Single Banking Relationship: Enjoy extended NCUA share insurance without the hassle of multiple banking relationships
- Full Control of Your Funds: Deposit, transfer, and withdraw money at any time, just like a regular money market account here
As your Certificate of Deposit nears maturity and you look to re-deploy, we would be delighted to introduce you to this product and discuss how this may meet your evolving financial needs.
Please feel free to give us a call, or stop by your nearest branch, to get started. Thank you for your continued trust in our institution!
Best, The [CU Name] Team
*Insurance provided through program credit unions (subject to certain conditions)
For Individuals
Subject Line: Grow Your Wealth with Peace of Mind
Hi [Name],
Your financial security is our utmost priority. [CU NAME]’s Extended Insurance Account provides valuable members like you with up to $15 million in NCUA Insurance,* ensuring your wealth is protected.
Why choose our Extended Insurance Account?
- Up to $15M NCUA insurance protection
- Earn a competitive X% APY
- No minimum balance to start
Secure your wealth and enjoy peace of mind with our trusted financial solutions. Grow your assets with us confidently.
The [CU NAME] Team
*Insurance provided through program credit unions (subject to certain conditions)
For Businesses
Subject Line: Protect Your Business’ Cash with Millions in Extended NCUA Insurance
Hi [Name],
As a valuable business member, we understand that safeguarding your funds is a top priority. With our Extended Insurance Account, you can now protect your business cash reserves with up to $15 million in extended NCUA insurance.*
Key Benefits of Our Extended Insurance Account
- **Up to $15M NCUA insurance protection: **Enjoy peace of mind that your operational funds are protected to meet payroll and bills
- Earn a competitive X% APY: Earn interest on your deposits while keeping them secure
- **Simple reporting with [CU NAME]: **Simplify your cash management with one relationship, one monthly report Ensure your business’ financial security and maximize your returns. Secure your company’s future with us.
The [CU NAME] Team
*Insurance provided through program credit unions (subject to certain conditions)
For Nonprofits
Subject Line: Secure Your Organization’s Funds with Up to $15M NCUA Insurance
Hi [Name],
We understand the importance of safeguarding your nonprofit’s funds. Our Extended Insurance Account offers up to $15 million in NCUA insurance* ensuring your organization’s money is protected.
Why choose our Extended Insurance Account?
- Up to $15M NCUA insurance protection
- Earn a competitive X% APY
- No minimum balance to start
Protect your organization’s assets and continue to further your mission with confidence.
The [CU NAME] Team
*Insurance provided through program credit unions (subject to certain conditions)
For ~$200K in Balances for Wallet Expansion
Subject Line: Secure Your Organization’s Funds with Up to $15M NCUA Insurance
Hi [Name],
As a valued member of [CU NAME], we want to ensure that your savings are protected at a community-oriented institution like us. That’s why we now offer the Extended Insurance Account, a unique product that offers up to $15 million in extended NCUA insurance,* while you maintain only one account with [CU NAME].
Key Benefits:
- Up to $15M NCUA insurance protection
- Earn a competitive X% APY
- Deposit, transfer, and withdraw money at any time, just like a regular transaction account
By choosing an Extended Insurance Account, you can enjoy peace of mind knowing your savings are safe and growing.
The [CU NAME] Team
*Insurance provided through program credit unions (subject to certain conditions)
For More Casual/Personal Tone
Subject Line: Protect & Grow Your Wealth with [CU NAME]
Hi [Member],
Hope you’re doing well! I’m reaching out from [CU NAME].
We recently launched a new account type, Extended Insurance Accounts, that we think would be perfect for you. With just one account, your funds will now be eligible for up to $15 million of NCUA insurance.* You’ll receive the peace-of-mind of full insurance coverage, in addition to the convenience, competitive rates, and relationship management that we pride ourselves with here at [CU Name].
I’ve attached an overview on the new accounts for your reference. I would love to speak about the option at your earliest convenience. Please feel free to call me at XXX XXX XXXX or schedule time to speak directly here.
Thanks, [Member]. We look forward to serving you and your banking needs.
Best,
[Name]
*Insurance provided through program credit unions (subject to certain conditions)
Follow-up Copy
Subject Line: Protect & Grow Your Wealth with [CU NAME]
Hi [Member], Hope you're having a wonderful week! I wanted to follow up here in case this note got lost in the shuffle. As mentioned, I’m reaching out from [CU NAME] regarding a new and exciting account type.
Our new Extended Insurance Account allows you to access up to $15 million of NCUA insurance*. I would love to speak about the option at your earliest convenience. How does your calendar look later this week or next to discuss details?
Best,
[Name]
*Insurance provided through program credit unions (subject to certain conditions)
Updated 19 days ago