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Case History: 6%+ Response - B2B Financial Services Dimensional Mailing
Client: Sammons Retirement Solutions
Target Market: Enrolled representatives
Products: LiveWell Retirement Series (Mutual Funds, Annuities, Variable Annuities)
Creative: Dimensional box mailing with enclosed "Please Call The Office" stamp
Offer: Updated Commission details, Marketing Kits, and/or Lunch with the Regional Vice President
Components
Shrink-wrapped box
#10 Window Envelope with a personalized letter (mailing address shows through the window)
11x14" Personalized Letter with perforated response coupon
Testimonial Brochure
RSVP Lift Note
BRE
Campaign Summary
Sammons Retirement Solutions is a leader in mutual funds, annuities, and retirement investments. Like their competition, their marketing challenge is to get their registered representatives to offer their products--in this case their branded LiveWell series of retirement investment options.
Sammons' goal for this campaign was to increase sales of proprietary investment products by giving registered representatives useful marketing tools.
The creative solution was a dimensional box mailing, offering representatives "New Ways to Help Your Clients LiveWell" -- in this case, a cool stamp. The "PLEASE CALL THE OFFICE" stamp can be used by reps on correspondence to prompt their consumer clients to pick up the phone to learn about LiveWell retirement mutual funds and annuities.
To compel attention from enrolled representatives, the copy stressed getting details on Sammons' new commission structure as a reason to request updated marketing kits, plus an optional lunch with a Regional Vice President.
Recipients are offered three ways to respond: web, mail, or phone.
Note: the copy for the mailer was also repurposed into a follow-up email series.
For a specific industry sample or PDF copies of any portfolio sample, please contact me at leapiercedirect@yahoo.com.
Case History: 6%+ Response - B2B Financial Services Dimensional Mailing
Client: Sammons Retirement Solutions
Target Market: Enrolled representatives
Products: LiveWell Retirement Series (Mutual Funds, Annuities, Variable Annuities)
Creative: Dimensional box mailing with enclosed "Please Call The Office" stamp
Offer: Updated Commission details, Marketing Kits, and/or Lunch with the Regional Vice President
Components
Shrink-wrapped box
#10 Window Envelope with a personalized letter (mailing address shows through the window)
11x14" Personalized Letter with perforated response coupon
Testimonial Brochure
RSVP Lift Note
BRE
Campaign Summary
Sammons Retirement Solutions is a leader in mutual funds, annuities, and retirement investments. Like their competition, their marketing challenge is to get their registered representatives to offer their products--in this case their branded LiveWell series of retirement investment options.
Sammons' goal for this campaign was to increase sales of proprietary investment products by giving registered representatives useful marketing tools.
The creative solution was a dimensional box mailing, offering representatives "New Ways to Help Your Clients LiveWell" -- in this case, a cool stamp. The "PLEASE CALL THE OFFICE" stamp can be used by reps on correspondence to prompt their consumer clients to pick up the phone to learn about LiveWell retirement mutual funds and annuities.
To compel attention from enrolled representatives, the copy stressed getting details on Sammons' new commission structure as a reason to request updated marketing kits, plus an optional lunch with a Regional Vice President.
Recipients are offered three ways to respond: web, mail, or phone.
Note: the copy for the mailer was also repurposed into a follow-up email series.
$1.2 Million in Revenue in 8 Months from Email
Pages 2,3,4 including call to action.
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