CUNA Regulatory Comment Call


May 5, 2005

Personal Commercial Solicitation on DoD Installations

EXECUTIVE SUMMARY

DESCRIPTION OF PROPOSAL

Educational Programs

Commercial Solicitation

Advertising and Commercial Sponsorship

Life Insurance Products and Securities

Personal Commercial Solicitation Evaluation Form

QUESTIONS REGARDING THE PROPOSAL

  1. Do you feel that the revised Directive now provides sufficient guidance for on-base financial education programs?

    Yes ______ No ______

    Please explain.
















  2. Do you think the revised Directive should provide guidance to curtail the ability of multi-service financial service companies to cross-market services and products that are also offered by credit unions?

    Yes ______ No ______

    Please explain.
















  3. Do you think the revised Directive’s prerequisites to selling life insurance products and securities on-base are appropriate?

    Yes ______ No ______

    Please explain.
















  4. Do you think that a new provision should be added to DoDD 1344.7 explicitly allowing financial institutions the option of offering life insurance, securities and other financial services directly and/or through subsidiaries or credit union service organizations (CUSOs)?

    Yes ______ No ______

    Please explain.
















  5. Other comments?
















Eric Richard • General Counsel • (202) 508-6742 • erichard@cuna.com
Mary Mitchell Dunn • SVP & Associate General Counsel • (202) 508-6736 • mdunn@cuna.com
Jeffrey Bloch • Assistant General Counsel • (202) 508-6732 • jbloch@cuna.com
Lilly Thomas • Assistant General Counsel • (202) 508-6733 • lthomas@cuna.com
Catherine Orr • Senior Regulatory Counsel • (202) 508-6743 • corr@cuna.com