Income America, LLC | Case Study

Launching a revolutionary retirement income solution

Challenge

When leaders from six top financial firms developed Income America 5ForLife, they knew they’d struck gold. This revolutionary in-plan investment option provides participants with a lifetime income guarantee of 5% per year, offering protection against market uncertainty during retirement. The problem? They needed a nimble partner to help convey the breadth and importance of the product—and brand it from the ground up.

Solution

Crackerjack worked alongside key stakeholders from each company to develop a unique brand for Income America. Breaking away from the traditional staid investment firm branding, we chose to embrace joy and whimsy—anchoring it all with a memorable logo. Featuring a central infinity sign, the logo symbolizes income that truly lasts a lifetime. From a brochure and explanatory video to a website and print collateral, we created everything needed to make the launch a success.

INDUSTRY

Financial

services

Brand strategy & execution
Content strategy

Copywriting
Graphic design
Video & animation
Social media
Logos & visual identities
Collateral

Web design & development

Trade show & conference support

Results

As Income America’s agency of record, we’ve helped strategically (and successfully) market their powerful retirement income solution across multiple platforms and to diverse audiences.

Awards: MarCom Award, Wealthies Award

Since launch, Income America has secured:

participants

plan sponsors

in assets

“Crackerjack is simply the best at taking a wide array of opinions from the Income America, LLC consortium (Nationwide Financial, American Century Investments, Lincoln Financial, SS&C Technologies, Wilshire, Great Gray Trust Company and Prime Capital Financial) taking complex concepts, and somehow rolling all of those variables up into a simple, succinct and widely creative piece or strategic series of marketing assets combined.”

– Scott Colangelo, Managing Partner and Chairman, Prime Capital Investment Advisors

“No one can tell a story quite like Crackerjack.”

– Matthew Wolniewicz, President, Income America

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