A+ Federal Credit Union recently saw more evidence behind the power of marketing, especially to a demographic such as baby boomers with millions of them set to retire this year.
The $815 million credit union in Austin, Texas, signed on in 2008 to implement the "Plan It: Retire Ready Toolkit," a CUNA-created online retirement planning resource for 40- to 60-year-olds and others that can be personalized and formatted to fit their learning styles and needs.
With Plan It, members can create a personal profile and track their own retirement savings and goals, adjust variables to see how they would affect finances later, print personalized charts and make their own retirement to-do lists. A financial longevity tool gives members an idea of how long their wealth will last based on inflation and their answers to general questions about their retirement age, savings, and the like. Member information and data are securely stored on the site and updated each time a member logs in and enters new data, according to CUNA.
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