Create the next postcard or flyer for Janice Dunn

Janice Dunn

I am a financial adviser trainer, who helps advisers incorporate our strategies at Partnervest, LCC into their financial practices. The design I need is for one of the advisers I work with. His company is Capital Regional Financial Group in Folsom CA. He already has a logo, which we need to use.

The postcard needs to be the over sized kind (5X7). And once designed it needs to be convertible to a PDF/electronic version with a link to a webinar. Content information is below.

CRFG-Conservative Income Model Marketing Strategy

3 Presentation Components:
Electronic Mailing-via email list
Postcard (oversize) as follow-up-include Webinar Information
Host Webinar/Go-to-Meeting for further clarification

Key Positioning:
New offering
Alternative to money markets or cash sitting in savings accounts.
Extremely conservative-low volatility

Product Summary:
3 Main Features-Liquidity, Safety, Yield
• Liquidity: 100% daily liquid. No penalty for withdrawals. Interest pays monthly.
• Safety: Standard Deviation comparable to yield-invested according to prudent investor standard Gov. Code Section 53500.3
• Yield: 1.25-2.25% net after fees. TR has greater potential if interest is reinvested

This is a launch of a new strategy/account called Conservative Income. With the very low interest rates available at this time, this is a great alternative for people who have a lot of cash sitting in savings accounts or CDs that are not paying good interest.

This adviser is very conservative and political, he likes the New Yorker Magazine for example. His logo is on his website, and we need to incorporate it. The other partswof his website are quite dull and eventually if this postcards goes well I think we can update his website also. If you go to Wealth Management tab on his site there is a link to a video, called Life in Box. Please watch this, it will give you a feel for what he's doing and how he communicates.