The only options we have are:
Last edited by Red Raiders; 05/01/20 04:43 PM.
1. That statement message from my original post
2. A direct mail to all affected accountholders (separate from a statement)
3. A statement insert to all DDA and savings customers that would include a statement that it only applies to xxxx, xxxx and xxxx accounts or maybe that it applies to all accounts but xxxx, xxxx, and xxxx.
#1 is my favorite and is the easiest and cheapest. #2 is my least favorite because it is way more costly than #1 or #3. #3 is eh ok. Our system isn't capable of only sending a statement insert with certain account types, unfortunately. That is why for #3 it would have to be sent to all with the disclaimer if we chose this route.
How long until retirement??