Clients & Partners

Clients

Thrive
Developed custom software tool and website platform for income annuity selling system. Created advisor marketing and educational materials, and national rollout campaign for major distributor. 

MassMutual
Created selling system and advisor marketing campaign highlighting income annuities.

TIAA-CREF
Developed a sales desk living benefits reference manual.

Strategic Partners

Retirement Income Journal
The information forum of the decumulation industry.
http://retirementincomejournal.com

Partners

David Barfield
Photographer and website designer.
www.davidbarfield.com 

Mike Vella Designs
Art director and designer.
www.mikevelladesign.com