CAMPAIGNS
PROSPECTING CAMPAIGN
Boost business demand by 10%
Leveraging a VOYA study of employee attitudes toward retirement planning, this campaign helped increase leads for the business development team. The direct mail and email offered brief insights, while the presentation of detailed learnings equipped the team for in-depth discussions.
ENROLLMENT CAMPAIGN
Help employees make the right start
The sooner employees enroll in their employer plans, the better their outlooks for retirement. These materials drove home this point and promoted the ease of mobile enrollment. This campaign allowed for limited personalization to manage costs and reduce production time.
RETIRMENT PLAN PORTFOLIO MANAGER
Improve retirement readiness
Employee materials explained how RPPM manages individual portfolios for greater peace of mind. A flyer and FAQ helped consultants educate plan sponsors on the benefits of the service.
