Income America, LLC | Case Study

On the money: A thought leadership video series

Challenge

While demand for guaranteed retirement income solutions is on the rise, adoption hasn’t reached its full potential due to concerns about portability, complexity, and costs. Income America needed a way to help financial advisors educate themselves—and plan sponsors—about the benefits of retirement income solutions and specifically, Income America 5ForLife.

Solution

Crackerjack partnered with thought leaders from top financial institutions to develop the “On the Money” video series—an integrated campaign featuring impactful videos that answer the most pressing questions around guaranteed retirement income. Through careful planning and collaboration, we were able to shoot the nine videos on location at the NAPA 401(k) Summit in Nashville, TN. Together with coordinating social media posts, the videos were distributed through a drip campaign on LinkedIn, as well as shared on Income America’s website and by consortium partners—extending their reach far and wide.

INDUSTRY

Financial

services

Content strategy

Video & animation
Social media

Results

Awards: 2024 Gramercy Institute Asset Management Marketing Award, 2025 Gold Ava Award

engagement rate
(LinkedIn average is 3.85%)

impressions

reactions per video

“Crackerjack is simply the best at taking a wide array of opinions from the Income America consortium and rolling them into a simple, succinct, and widely creative piece or strategic series.”

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

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