Articulating Complex Financial Services

Touchstone Retirement Group (TRG) provides a variety of services to help businesses manage their employee retirement plans. Managing retirement plans is a full-time, complex operation – one that many businesses would rather outsource. As TRG looked to develop a suite of marketing collateral, one of their struggles was finding someone who could single-handedly articulate and present their services in a compelling and systematic way. While they lacked content overall, they shared what they could and answered questions as needed. In the end, a little patience, a lot of research and a strong visual system was just the right solution.

Click any of the links below to view the sales sheets.

Services Overview

Third-Party Administrative Services

Advisor Sheet

Record-Keeping Sheet

316 Services Summary