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We make it simple.

We make it simple. Fourth Pilot Partner Call September 18th, 2007; 2:00 PM CST. Goals of the call:. Incorporate pilot feedback on pricing, positioning, and packaging of the member/SEG education suite of products

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We make it simple.

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  1. We make it simple. Fourth Pilot Partner Call September 18th, 2007; 2:00 PM CST

  2. Goals of the call: • Incorporate pilot feedback on pricing, positioning, and packaging of the member/SEG education suite of products • Work to finalize product positioning, pricing and select a few key partners to launch products • Establish criteria to select 3-4 credit unions to launch member/SEG education products in Q4 2007

  3. TODAY’S AGENDA: • Greetings and Introductions • QUICK recap of the last pilot call and follow up on the action items • Discussion of pilot partners feedback on pricing and packaging • Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Clarification of action items

  4. Greetings and Introductions • Welcome and greetings from the Educated Investor team • QUICK roll call of all attendees

  5. TODAY’S AGENDA: • Greetings and Introductions • QUICK recap of the last pilot call and follow up on the action items • Discussion of pilot partners feedback on pricing and packaging • Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Clarification of action items

  6. Recap from the third pilot call • Discussed important key features for the member education suite of products • Provided a demo of the features we have incorporated thus far  • Discussed how to get member/SEG input and ideas • Clarified product positioning, packaging, and pricing • Clarified the action items for next call

  7. Follow up on the action items from our third pilot calls • Send notes to pilot partner group by end of week • Kristi to follow up with volunteers to schedule one-on-one calls to discuss packaging, positioning, and pricing of the products • Ellen to send company profiles to pilot group members in PDF format for final details and changes • Follow up with pilot group to discuss getting members involved to get feedback on the configuration of the product

  8. TODAY’S AGENDA: • Greetings and Introductions • QUICK recap of the last pilot call and follow up on the action items • Discussion of pilot partners feedback on pricing and packaging • Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Clarification of action items

  9. Discussion of the pricing and packaging of the productsWhat are the results of the survey?

  10. TODAY’S AGENDA: • Greetings and Introductions • QUICK recap of the last pilot call and follow up on the action items • Discussion of pilot partners feedback on pricing and packaging • Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Clarification of action items

  11. Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Goals of the process • Expectations from credit union partners • Resources Educated Investor will provide • Establish criteria to select partners

  12. TODAY’S AGENDA: • Greetings and Introductions • QUICK recap of the last pilot call and follow up on the action items • Discussion of pilot partners feedback on pricing and packaging • Establish criteria to select 3-4 credit unions to launch member / SEG education products in Q4 2007 • Clarification of action items

  13. Clarification of Action Items • Send notes to pilot partner group by end of week • Scheduling additional (5th) call? What dates would work for all of you? • Schedule the one on one calls for the pricing • Precision Information to follow up with further details on what we will need from the key partners • Are we missing anything?

  14. Thank you!

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