Retirement plans, insurance, annuities and wealth management
Financial services writing comes with its own set of challenges. Things like fees, laws, fear of investing, misinformation about saving, insurance coverage complexity and more.
I’ve taken on these complex topics and made them compelling and understandable for employers, advisors, employees and consumers. And I’ve done so in virtually every format for two decades.
Let me help you reach your audience with just the right message that instills confidence, promotes understanding and inspires action.
In hard copy, Pages 2 and 3 are a spread that opens to the next four pages. The content and graphics make a compelling argument for saving at least 1 percent.
A guide with five strategies to help employees understand and cope with market volatility as they save for retirement.
An illustrative way to communicate the ease of saving and the power of increasing contributions over time.
Flyer explains the benefits of a Personal Health Advocate during times of sickness and health.
Well-balanced portfolios are designed to meet investors' unique needs and help build and retain their money for a lifetime of financial well-being.
An overview of voluntary insurance benefits that can help employers attract, support and retain top talent.
A guide that helps employers navigate fees and fiduciary responsibilities and determine if plan costs are fair and reasonable.
Highlights the ways The Standard can ease employers' retirement plan administrative burden through fiduciary protection, targeted participant enrollment and retirement readiness tools.
Promotes value of offering managed account service to employees.
Best practices for employers in building and maintaining their 403(b) plans in the current regulatory environment.
A comprehensive view of retirement plan services that advisors can customize before offering to clients.
Details a proprietary reporting tool that advisors can use to consult with employers about how well their workforce is saving for retirement.
News, market commentary, sales aids, regulatory and legislative updates, product announcements, webinar and event schedules and articles to help advisors build their business.
Learning three key terms can help brokers educate clients on the importance of income protection.
A sales person's guide to building and enhancing his or her LinkedIn profile.