Means: Direct Mail Brochure & Postcard
For: OppenheimerFunds IRA
The Back Story: Legislation changed the rules for Roth IRA conversions in 2010. How could I inform advisors of these new rules and new opportunities?
The Success Story: Guide the way. I created a useful and comprehensive guide (above) outlining key information, tips and strategies to help advisors serve their clients and grow their business. Additionally, I had some fun with star concepts (below) when promoting our highly rated funds for use in clients' IRA portfolios.
