Brief: Client-centric Retirement Practice was a successful marketing campaign developed for North American Company for Life and Health Insurance to attract new clients and renew relationships with previous clients who weren't currently active.
This program needed to be branded and consisted of a number of materials, including webinars that needed to be promoted with eBlasts, landing pages, infographics as well as multiple learning modules. For example, one learning module was the WOW! Client Experience. This module consisted of a 48-page booklet including several worksheets that taught advisors how to attract new clients with fun, memorable events. There was also a webinar which walked through the module.
I was responsible for branding this marketing program with a fresh look while adhering to the company brand book and creating all materials.
Role: Lead Designer