(S&P Global [formerly McGraw Hill Financial] 8/1/2017)
Contributed to the writing (drafted/provided all Overview spread copy on pages 2-3), editing and design of the 2017 S&P Global Investor Fact Book
(McGraw Hill Financial 8/14/2014)
Prepared/Edited PowerPoint Presentation for Ted Smyth, VP, Corporate Affairs
(Independent Financial 5/15/2007)
Wrote and edited e-newsletter communication to provide timely information to the field via electronic delivery
(Independent Financial 8/29/2007)
Seminar about the importance of life insurance protection
(Independent Financial 10/9/2006)
Seminar about investment strategies for building wealth
(AXA Equitable/LifeMark Partners 5/18/2010)
B-2-B Freelance Project: Hired by AXA Equitable to create/write a capabilities hand-out/mailer for LifeMark Partners--a large national insurance marketing firm. To be used by member agencies to recruit producers/agents
(AXA Financial 10/26/2004)
Client brochure regarding development and implementation an IRA accumulation/retirement strategy
(Citibank--Student Loan Corp. 7/27/2005)
Drafted Student Loan consumer ad for insertion in U.S. News & World Report
(The MONY Group 9/24/2003)
Direct mail life insurance prospecting letter targeted at uninsured/underinsured women
(Independent Financial 5/29/2007)
Informational 529 Plan take-one marketing piece for bank customers
(New York Life 10/22/2002)
Developed concept, wrote and designed consumer flyer that touted the strength and financial stability of New York Life and MainStay Annuities
(Independent Financial 1/4/2008)
Created tax planning stuffer for Century Bank to include in their clients' bank statements
(AXA Equitable/LifeMark Partners 5/19/2010)
B-2-B Freelance Project: Hired by AXA Equitable to create/write a capabilities brochure for LifeMark Partners--a large national insurance marketing firm. Targeted at owners of prospective member agencies
(Independent Financial 1/26/2007)
Provided direction, developed concept and drafted all copy for brochure targeted at potential bank/credit union clients
(Independent Financial 6/14/2007)
Light/motivational flyer written for Independent Financial internal employees to recognize/formalize name change from IFMG to Independent Financial (at the time, a Sun Life Financial company)
(Gerber Life 12/7/2011)
Prepared Press Release announcing the distribution of Gerber Life Insurance products through Apple Bank
(Gerber Life 5/23/2011)
Created Power Point presentation to educate consumers about Gerber Life's product offerings
(AXA Financial 12/28/2004)
Accumulator Life new product launch presentation for internal AXA Distributor representatives
(AXA Financial 5/4/2005)
Educational brochure describing the various annuity choices available to consumers
(Gerber Life 9/3/2012)
Wrote and designed landing page for Apple Bank Web site that markets/advertises Gerber Life products and Life Insurance Awareness Month
(Gerber Life 8/15/2011)
Created a flyer for Agent use that demonstrates the benefits of a Gerber Life College Plan vs. a stock market investment
(New York Life 3/12/2003)
Wrote series of MainStay Annuities Sales Ideas for representative use. This Sales Idea highlighted the advantages of interest earned under a MainStay Fixed Annuity vs. a CD
(AXA Financial 5/2/2005)
Wrote copy and assisted in design of direct mail piece targeted at AXA Advsors to generate interest in new 401(k)
(Citibank--Mortgage 4/30/2006)
Drafted trailing equity concepts for a proposed Citibank Home Equity direct mail campaign
(RailEurope 3/5/2008)
Drafted new copy for two sections of RailEurope.com Website
(Independent Financial 1/4/2008)
Created a tax planning poster for Century Bank in-branch customers
(Independent Financial 7/24/2007)
Provided copy/concept for wealth transfer postcard targeted at bank customers
(Independent Financial 12/19/2006)
Letter from financial consultant to bank clients about replacing income in retirement
(AXA Financial 12/29/2004)
Created client brochure for AXA Accumulator Life--an insurance coverage combining a
variable universal life (VUL) policy and a single premium immediate annuity
(SPIA) contract in a single package
