Marketing Strategy
For a new financial startup company, helped to develop the marketing and distribution for a unique retirement process for distribution through institutional clients and advisor markets. Engagement includes developing new business strategies and the implementation of a variety of marketing communications materials.

Institutional Communication Program
For the premier producer of mail and messaging solutions for small business, developed the association and co-marketing sales strategies, direct mail and presentation materials to equip internal staff with the required materials and marketing processes.

Direct Marketing Program
For a European training and publishing client, developed and conducted a turnkey marketing operation for the sale of Peter Drucker Videos in the US. Project included developing and executing a marketing strategy with associated lists, direct response ads, direct mail, fulfillment services, as well as establishing the necessary credit card operation.

Third Party Marketing Strategy
For a proprietary insurer and annuity marketer, led an internal team developing the marketing and overall business plan for the introduction of annuities and mutual fund options. Project included product design and sales/cost projections.

High Net Worth Sales Strategy
For a regional bank, developed sales strategy and sales tracking systems for the Trust Department as an ongoing high net worth customer solicitation. As part of the program, created the sales tracking methodologies, management monitoring system, as well as all
customer communications.

Investment Products Strategy
For a direct response insurer, developed the marketing strategy and administrative systems for SPDAs and Flex Annuity sales through third parties (credit cards, banks and stockbrokers). Also developed marketing process for sale through the nation's first stand-alone insurance kiosk
in a supermarket.

Direct Marketing Process
For the subsidiary of a large insurer, we developed a direct marketing approach and the marketing strategy for insurance and annuity market products. As part of this project, developed a set of success guidelines. Also conducted a course on the principles of direct marketing for
senior management in preparation for their anticipated purchase of another carrier.

Marketing Training Program
For one of the country’s largest re-insurers, devised and conducted a series of MasterClasses^sm, which led their communications staff through the development of their first, formal integrated communications strategy.

Sales Materials
For a large financial institution with a primary market of teachers, professors and related staff, developed a “just-in-time” sales and education aid for their internal staff to facilitate the telemarketing of annuities, mutual funds and life insurance products over the phone.

Sales Communications Process
For a pharmaceutical firm, completed a yearlong project on Internal Customer Satisfaction to improve the effectiveness of the Sales Administrative function. It led to the proposal of communications standards, as well as organizational changes to help introduce quality principles into the marketing and sales function.

Direct Marketing Strategy Process
For a financial services company, developed B2B strategy and materials to assist in the company's transition to a mutual insurance company as well as created direct marketing strategy and mail kits for a variety of insurance products.