Front-Line Staff Resources

This field guide is designed for credit union staff who work directly with members and will be introducing, explaining, and selling the Extended Insurance Account (EIA).

Your role is critical: members trust you to help them protect and grow their deposits, and the EIA is one of the most powerful tools available to deliver that peace of mind. This guide will give you everything you need to succeed—clear explanations of how the product works, the value it provides, and practical tools you can use in conversations with members.

Inside, you’ll find:

• Product knowledge: Simple, straightforward descriptions of the EIA that you can use to confidently explain the account to members.
• Sales support: Discovery questions, cues, and talk tracks that help you identify when the EIA is the right solution.
• Member-facing materials: One-pagers, email templates, and a dedicated landing page to reinforce your conversations and give members resources they can take home.
• Conversion guidance: Step-by-step instructions to help you move from interest to account opening with minimal friction.

Think of this guide as your playbook. Use it to build confidence, simplify your conversations, and show members how the Extended Insurance Account makes protecting their funds easy, flexible, and secure.