Establishing leadership in retirement solutions

Registered Index-Linked Annuities (RILAs) are often perceived as complex or misunderstood. Our client sought to highlight their benefits, enabling advisors to better understand how RILAs can mitigate retirement risks and enhance portfolio growth, while positioning themselves as a leader in this market.

We developed a targeted campaign designed to educate Investment Adviser Representatives (IARs) on the value of RILAs. The campaign addressed misconceptions, demonstrated the product’s versatility, and positioned the client as the premier resource for retirement solutions, using fully branded placements that directed audiences to the client’s products.

Key outcomes

• 161,000 impressions and 7,200 clicks, significantly increasing visibility among advisers
• High levels of engagement, equipping IARs with valuable insights to better serve their clients
• Enhanced perception of RILAs as an essential component of retirement planning