Sammons Retirement Solutions Inc: No Brown M&Ms

This case study explains how Sammons Retirement Solutions (SRS) used storytelling and direct mail to stand out as a new company in a crowded American financial services market.

Sammons Retirement Solutions Inc: No Brown M&Ms

Executive summary

Product Description:

Sammons Retirement Solutions provides simple, innovative, and straightforward solutions (including IRAs and annuities) that may help individual investors live well in retirement. Headquartered in West Des Moines, Iowa, we work exclusively through a network of independent advisers, found throughout the U.S.A., to provide retirement solutions that meet clients' needs.

Objective of the Campaign:

It can be hard for any financial services company to stand out among industry chatter ... particularly a new company. As Sammons Retirement Solutions (SRS) is a newer company (5 years since inception), our goal was...

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