Plan It

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Retire ready toolkit

Give your members the retirement tools they need to plan it right with Plan It™. Targeted towards pre-retirees, Plan It provides your members with the expert retirement advice they will need in order to make smart financial decisions.

This microsite's features, tools and articles are targeted toward pre-retirees between the ages of 40 and 60, but the information provided is useful for anyone planning for their later years.

All features only available through Plan It subscription.

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$945 annually for credit unions with greater than $20 million in assets

$650 for credit unions with $20 million or less in assets

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Plan It PreviewPlan It offers tools and resources to help your members see the benefits of planning for retirement. Your members can:

  • Research retirement planning information in a variety of formats to fit different learning styles and needs, including articles, audio, calculators, interactive coaches and much more
  • Choose from a series of short courses on retirement between 12 and 13 minutes in length and available at anytime
  • Watch Pre-Retiree Lane, Plan It's dramatic web series about individuals approaching retirement age

Subscription to Plan It provides access to:

  • The option to customize Plan It with your credit union brand and to feature resource links back to your website
  • Ready-to-use, customizable marketing materials, such as linking strategies, articles and graphics, to help drive member traffic to Plan It
  • New content each month - features, weekly articles, audio spots, calculators and Pre-Retiree Lane episodes.
  • Timely, consumer-focused articles and resources
  • Monthly emails with upcoming features and tips on how to promote Plan It to your members

What happens next?

After subscribing to Plan It, you will receive installation instructions and a link to follow to customize and incorporate your Plan It microsite with unlimited links from your credit union website. From there, any user information entered by you or your members will be safely stored on a secure server.

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We'll be happy to provide more information on Plan It or CUNA's other microsites.

Please contact us at 800-356-9655, ext. 4344 or membereducation@cuna.coop for product demonstrations and special multi-product pricing.

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CUNA offers a variety of microsites to help you reach, advise and connect with each of your core target audiences. Boost your member engagement with these options:  

Anytime Adviser® – Interactive coaches helping members make sound financial decisions.

Calculators – Embed easy-to-use planning calculators.

El Poder es Tuyo – Engage new audiences with Spanish-language personal finance.

Googolplex® – Educate youth on the importance of financial education.

Guides to Independence – Engage teens on using credit unions for their finances.

Home & Family Finance® Resource Center – Answer the necessary financial questions for your members.

MoneyMix – Target the young adult market to key in on primary borrowers.

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CUNA's financial education microsites are embeddable and customizable content that help you drive member traffic to relevant parts of your credit union's website.

Each microsite's content is written and produced by experts in personal finance education. Content is updated frequently and addresses timely topics for your members, including auto loans, credit, retirement, housing, small business, saving and investing and more.

CUNA's staff is available to answer your questions about initial set-up and optimizing your microsite presentation to generate as much traffic as possible.

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Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4344
 
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Questions? Contact Us

We’d be happy to help you find what you're looking for.EMAIL OR CALL
  800-356-9655, ext. 4344