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Retirement Ready Campaign

Project Insight

The financial consulting company was looking for an engaging way to extend their retirement campaign reach into multiple audiences. While the “voice” and vision were already in place for the advisors, there was a need for creating visuals around a sometimes difficult-to-grasp concept, all while maintaining current brand standards.


A successful advisor program roll-out including a fully-scripted interactive presentation to help encourage enrollment participation, complete with inspirational video from industry leaders. Also included were a participant brochure with program highlights, along with an advisor guide that provides a step-by-step process for enhancing conversations with clients and prospects.