Statement Overprint Messages

Statement overprint messages and promotional text on ATM receipts are short and to the point – a quick and easy way to remind your members of the partnership:

1. As a member of (name of credit union), you have access to professional, confidential money management information and counseling. Call BALANCE, a financial education resource, to speak with a personal finance expert at 888-456-2227 or log on to www.balancepro.net.
   
   
2. Don't know where to turn for information about personal finance? Your newest benefit of (name of credit union) membership is access to BALANCE, a financial education organization that can assist you with money management, credit and housing issues. Call 888-456-2227 or log on to www.balancepro.net.
   
   
3. Need a little help achieving your financial goals? As a (name of credit union)member, you have access to the money management professionals at BALANCE. Call 888-456-2227 to speak to a counselor about how you can become financially fit, or log on to www.balancepro.net for more information.

Email Blast Text

Many credit unions use email to communicate with their members about upcoming promotions. The text below can be used to promote the partnership via email.

SUBJECT: Achieve financial balance
This is an advertising message from your credit union about a service that may be helpful to you.

Keeping your balance in the world of finance can be challenging.

That's why (name of credit union) has partnered with BALANCE, a financial fitness program that provides information to help you achieve your goals. BALANCE is designed to provide credit union members with comprehensive, professional assistance with all aspects of personal finance. In many cases, BALANCE counselors can answer your questions immediately.

• How can I design a realistic budget to achieve my financial goals?
• What are my options for getting out of debt?
• I want to buy a home in the next few years. How can I prepare for that?
• How can I get a copy of my credit report?

If you have more complex issues, an appointment will be scheduled to allow you more time to discuss your situation. You can access these free, confidential financial counseling services six days a week. BALANCE counselors are available

Monday - Thursday: 5am - 8pm (PST)
Friday: 5am - 5pm (PST)
Saturday: 8am - 5pm (PST)

Just call a BALANCE counselor toll-free at 888-456-2227 and let them know you're a (name of credit union) member. Please visit the BALANCE web site for more information about their financial fitness program.

We hope you will take advantage of BALANCE, another benefit of your membership in (name of credit union).