Articles, Case Studies, Presentations

Investment News

Ghostwritten byline for Investment News print and digital editions.

With input from an insurance sales executive, I was asked to write this article to help readers understand where annuities fit in a volatile market.

Long-Term Care

The assignment was to deliver a series of articles on Long-Term Care (LTC) insurance that would be published to financial professionals. I worked with a financial consultant and together we researched, wrote and edited up to 2,000 words each for the following topics:

  • Traditional LTC: Is it Still Valid?
  • Understanding Hybrid LTC Policies
  • How to Pay for LTC: 8 strategies (with accompanying reference piece)
  • LTC Annuities
  • LTC Case Studies

Financial Advisor Case Study

My insurance client helped their Financial Advisor partner secure new business. This is the Success Story posted for the company intranet.

About: CT Beer.com promotes the Connecticut breweries and craft beer venues to a highly engaged audience on web and social. Additionally, they offer a ticketing platform for large-scale festivals and local events along with robust event-support services.

My role: Consulted with company founder on language and ideas for b2b sales promotion, event marketing and sponsorship concepts. Wrote several sales presentation templates, cover letters and sell sheets.

World Pro Ski Tour 2018

World Pro Ski Tour needed to launch its social media prior to the 2018 tour season. This is my case study for the project.

Connecticut Open Title Sponsor Search

CT Open (WTA tennis) needed a new title sponsor for the term 2014-2016.

 

Solution:  I have written about 100 of these. The key is to answer “what’s in it for me” as quickly as possible and then provide enough information to support further conversation.

 

Results:  With this presentation, good ideas and a ton of teamwork, United Technologies Corp became the new presenting sponsor for a three year term.

Blog for Marketing Fulfillment Company

  • About:
    • Ghost-written blog article
    • Client –  Marketing Fulfillment Company
    • Target Audience – Sales & Marketing Execs/Agency Account people
    • My role: Captured a need, established authority and provided helpful information

Tech Blog Article/Copyediting

Is your ERP ready for AI?

  • About:
    • Ghost-written blog article/copyediting
    • Client – Technology company
    • Target Audience: Chief Information Officers (CIO)
    • My role:  research, copyediting, ghost-writing, formatting.