A series of logos for a financial services company that specializes in small business retirement plans. Was responsible for all of aspects of design from concept to finished design and then implementing corporate identity and product offerings, across a range of materials, including marketing tools, email newsletters, and website design and implementation.
Create this promotional design to convey a typical client who is eligible for the OnePersonPlus Defined Benefit product.
A promotional piece used by financial advisors to market OnePersonPlus Defined Benefit Plans directly to their clients.
OnePersonPlus One Pager
A two sided marketing piece created for the sales team to promote the OnePersonPlus Defined Benefit Plan to financial advisors.
Program Advisor Highlights
A marketing piece directly targeting financial advisors who may have clients eligible for the OnePersonPlus Defined Benefit Plan.
OwnersPlus Program Advisor Highlights
A marketing piece targeting financial advisors that shows the highlights of the OwnersPlus Cash Balance Plan offered by Dedicated Defined Benefit Services.
Dedicated Defined Benefit Services Website
An infographic that walks an advisor through the steps of selling a Defined Benefit Plan.
All aspects of design, email newsletter concept, and coding.
All aspects of design, concept and production of email newsletter
Developed the concept, created the design, and implemented the coding for this successful email marketing campaign.