E Households -- Product Pickers

OBJECTIVE:
Move Existing Unprofitable E HHs to More Profitable HH

TARGET:
Existing E households (over one year with the CU)

STEPS:

Annuity Market

1. Find E HHs who are single service CD HHs > 55 yrs old

2. Offer Annuities

Money Market Prospects

1. Find E HHs who are single service CD HHs 35 - 55 yrs old

2. Offer High Rate Money Market Account