Another industry leader wanted to encourage insurance agents to use a toll-free center to service their clients. Our colorful brochure used a golfing theme that was highly popular with the company and agents. It flew off the shelves as account managers ordered it for distribution.





How do you help producers sell a range of defined contribution products to small companies when they are inundated with so much information? Keep it simple, with a brief brochure that walks them through the sales process, provides samples of introductory letters along with a brochure that addresses the employer’s needs.





An internationally known financial services company needed a way to guide brokers through the sale of defined contribution products and explain how to use the collection of sales collateral targeted to employers and their employees. We developed a guide that led the broker through each step to a sale, indicating not only the process but the materials used along the way. The guide helped them connect the many resources available with the right audience and applicable phases of selling and servicing a plan.