Annuities can be worse than confusing. They can be scary. Commissions, fees, surrender charges…need we say more? No wonder advisors faced resistance from their clients.

Our revamped selling system broke through.

We reframed the story around lifestyle, got rid of the complicated “eye charts,” and reduced copy by 30%. Simplify the presentation and you increase comprehension.

Financial advisors were motivated to act.

Orders for materials increased 500% compared to the previous year, while production costs went way down. And the Insurance Marketing Communications Association awarded the program Best in Show.