What do you get when you put a guide with a postcard and a PowerPoint? Marketing collateral that gets attention. I wrote a consumer-facing guide, “Your Core Retirement Decisions,” for financial planning professionals to use to attract prospects. The timeline was wildly popular for its effectiveness in clearly communicating the importance of making certain retirement … Continue reading
Convincing someone to read about a topic they’re not sure they want to read about sometimes calls for breaking content down into smaller pieces. That’s what I suggested for a long training piece designed to attract insurance agents and financial planners to sell annuities. The result is a three-piece “kit” that ended up as a … Continue reading
When I was tasked with writing a consumer-facing guide to Medicare, I knew little about Medicare. The resulting “Guide to Medicare” has been well-received, in part, because of its simplicity. See it here.