Outreach for Growth
We’re here to help your team cultivate relationships and build credit union member retention to help them pursue the financial future they deserve.
Credit union referral materials to help build your business
Outreach for Growth is a referral program that offers the resources you and your team can use to help build your business, strengthen member loyalty and support members’ financial goals. It comes in the form of a printed kit of materials that includes:
- How-to guide
- Training and discussion guide
- “Who can we help?” training worksheet
- “Overcoming objections” quick reference guide
- Life-event checklist
Interested in getting a credit union referral kit? Here are your options.
Sign in
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Get appointed
If you need new business opportunities but aren’t set up yet, we're here to help with Outreach for Growth.
Kick start the referral program with ease
Our program overview how-to guide describes the intent of each aspect of the Outreach for Growth kit, so there’s little guesswork in getting started.
Promote your value to members
The training and discussion guide is a detailed source that helps turn small transactions into meaningful and valuable relationships for members and you alike.
- Train tellers to direct members to your services
- Explore ways to start and manage member conversations
- Use eight major life events as opportunities for conversation starters
Encourage conversations while having a way to record your referrals
Think about the people who walk through your doors every day. Then think about those you know personally. They can benefit from talking about the impact of growth, income, family or taxes on significant life event such as graduating college, getting married and even retirement.
Our “Who can we help?”worksheet provides conversation starters around these major life events, and our checklist lets you note those events along with members’ contact info.
Helpful tips for overcoming member blind spots
No two members are the same—but you’ll likely hear many of the same objections. The talking points within our quick-reference “Overcoming objections” guide can help reassure members that you hear their concerns while also helping them see past their financial-planning blinders.
Ready to get started with Outreach for Growth?
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.
Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities and registered index-linked annuities are distributed by Jackson National Life Distributors LLC, member FINRA. These products have limitations and restrictions. Discuss them with your clients or contact Jackson for more information.
Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.