Citizens Communications

Community Servings


John Hancock

Moe's Tattoo Parlor

Due to market volatility, the John Hancock Company created the Portfolio Review Program to help customers determine whether or not they needed to rebalance their portfolio. Customers could take advantage of this program at their bank. The materials I helped to create include a campaign of tabletop ads, an investment review workbook and worksheet, and a series of marketing materials for the bank staff. The program was deemed a success, encouraging thousands of customers to participate and review their portfolio.

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