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Clients/Projects-Insurance/Financial Services

Aetna Life & Casualty, property-casualty division, (now part of St. Paul Travelers)

Service First training course content revisions
Revised text and graphics of service training modules for property-casualty division customer-service representatives.


Executive development case study
Researched and wrote comprehensive healthcare industry case study for executive development program.

Allmerica Financial Corporation

Customer service representative (CSR) training
Designed and wrote series of CSR self-study training modules.

American Fidelity Assurance Company

Brokerage division marketing and collateral
Created marketing plan to increase company visibility in brokerage marketplace; managed team that developed broker-recruiting kit (ad, brochure, inserts); wrote key deliverables.

Ameriprise Financial *

Financial Advisor Guides
Developed white paper to help financial advisors address planning needs of "sandwich-generation" clients (those caring for children and parents). Also created a guide to to help advisors address clients' health-care funding issues in retirement.


New-agent training program covering key products and all sales-process steps
Wrote 12 self-directed training modules for career agents covering key life, annuity, and disability products; sales process steps; and computer selling systems.

AXA Financial

401 (k) performance simulation training
Devised and managed development of team-selling performance simulation to increase sales team collaboration and production. Created learning design and crafted all learning materials.

Charles Warner Company

Client newsletter
Designed and published client newsletter for voluntary benefits insurance agency.

CitiStreet, formerly The Copeland Companies

Paths to Excellence account executive training curriculum
Designed and wrote comprehensive sales training curriculum for account executives of this retirement-product company. Curriculum covered all sales-process steps, laptop system, and product knowledge for 403 (b), 457, and 401 (k) market segments.

Colonial Supplemental

Worksite sales training program
Managed four-person team that developed worksite sales training program (interactive video skill modeling and self-study modules for sales process training), target marketing training packages and collateral, annuity training manual, customer service game for home office employees; wrote key deliverables.

Connecticut Insurance and Financial Services Cluster (probono)

Marketing communications and public relations counsel
Advised executive director on marketing and PR strategies, developed marketing content.

Conning & Company

Worksite marketing research report
Designed, wrote, and edited strategic white paper on worksite marketing of financial services, delivered to subscribers of Conning Research.

CNA Financial Corporation

Viewpoint magazine feature articles
Wrote articles about life and disability insurance to increase sales from independent agent distribution system.

DirectProtect Group  (division of Co-Operators, Canada)

Voluntary life insurance sales representative training and marketing tools
Designed complete sales-process and product-knowledge training for sales representatives of this Canadian employee benefit provider. Also developed employee enrollment materials and managed project team and wrote key deliverables.

Fleet Insurance Agency (now part of Bank of America)

Bank life insurance marketing program
Wrote telemarketing script and built product sales training to increase term life insurance sales from bank customers.

GenAmerica Financial (formerly General American Life)

General agent training tools
Wrote agency business-planning handbooks, marketing-planning handbook, seminar-selling text, all designed to enhance general agent business management skills and agency production.

Great American Financial Resources

Credit union marketing program
Developed presentation promoting company in credit union arena.

Guardian Life Insurance

Disability marketing collateral
Wrote long-term disability product marketing brochure.

Hartford Life

Independent agent magazine articles
Wrote various insurance product and feature articles for company’s flagship magazine, Hartford Agent.

HealthNow New York * *

Above and Beyond Accelerated Learning Guide
Developed training content for sales force of this managed care health insurer. Goal: to build product- and sales-skills in an environment of rapid change and heightened competition.

Independent Order of Foresters

Family friendly benefit program
Designed complete marketing and training package to support sale of new “family friendly” benefit program; managed project team and wrote key deliverables.

John Hancock Insurance and Financial Services

Payroll Benefit Life program
Designed and wrote marketing proposal template to facilitate sales of Payroll Benefit Life product to independent benefit brokers; managed team that developed complete product knowledge/sales process training curriculum and product administration guide.

Lincoln Financial Advisors

Sales Training Curriculum
Updated Lincoln's Financial Advisor's six-module sales training curriculum, covering all sales-process skills and personal management techniques.

Manulife (Canada)

Worksite marketing training system
Managed team that developed worksite marketing training system and course content.

Marsh Afinity

Trusted Advisor financial guidance web site
Built content for Marsh's Trusted Advisor™ web platform. Provided comprehensive financial guidance on 23 discrete life events for each of five generations of U.S. consumers. Site facilitates sale of insurance and other financial products through affinity groups (corporations, trade associations, and professional societies).

MassMutual Financial Group

Training and marketing tools
Created agency training road maps, new-agent lesson plans, and annuity-training course. Built affinity group marketing material designed to increase disability insurance sales through U.S. Chamber of Commerce. Researched and wrote company history for use in home office newspaper and distribution to media.

National  Ethics Association

Communications and content development services
Directs content-publishing initiatives for small-business trade association and related errors-and-omissions insurance programs.

National Life Group (formerly National Life of Vermont)

Seminar selling tool kit
Wrote seminar-selling toolkit (marketing guide and administrative manual); designed to increase life insurance sales.


New York Life Insurance Company

Agency division agent training courses
Wrote field underwriting self-study course, seminar-selling handbook, customer service study courses, business-management workbooks (various).

Nippon Life

Agent ethics training system
Designed and wrote customized ethics training course for company salespeople.

Principal Financial Group

Business insurance training curriculum
Managed team that created a seven-module business insurance training course.

Prudential Annuities (formerly American Skandia)

Annuity marketing collateral
Developed marketing collateral brochure to reposition firm’s investment platform with financial professionals and their clients. Wrote 16 articles to help clients plan wisely for retirement. Developed a public seminar to help consumers better manage the psychology of investing and a field force article positioning annuity living benefits.

Prudential Financial, (formerly Prudential of America)

Sales training content and by-lined trade press article
Wrote and edited 30-module new agent training curriculum to assist company’s entry into Far East markets. Also wrote a trade press article highlighting the firm's research into behavioral risk in the "Retirement Red Zone."

RBC Insurance (formerly Business Men’s Assurance Company)

New-agent development program
Wrote 18-module new-agent development curriculum, covering marketing and sales skills for insurance, annuities, and disability products. Also wrote modules for administrative and system tasks.

Royal & SunAlliance, formerly Orion Insurance Group

Employee publication feature articles
Wrote feature stories for employee newspaper of this property-casualty insurer.

*Served as sub-contractor to Asset Communications, a financial services marketing communication agency in Park City, Utah.

**Served as sub-contractor to Training Implementation Services, a training consultancy based in Granby, Connecticut.


Other industry projectsright
Insurance/financial services | Management consulting/professional services | Entrepreneurial Ventures | Publishing | Healthcare | Technology

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