SAMPLE PROJECTS

• Developed a business-building program on rollovers, incorporating an asset allocation fund of funds for a top-tier mutual fund distributor
• Created a complete set of retirement income deliverables after working with three business units to develop a company-wide, retirement-income strategy
• Spearheaded the corporate strategy to put an annuity distribution firm in the retirement planning space. Created a strategic plan, developed annuity product, and executed a value-added program.
• After developing value-added materials around a new service offering for this well-known investment research firm, we created an innovative distribution model designed to build CE programs around their services to increase sales