Tucker Advisory Group

Giving an unknown a brand name

The challenge of underexposure

While the big Wall Street companies spend billions marketing their investment products — like stocks and mutual funds — insurance companies spend far less promoting their financial goods (called indexed annuities). In turn, few brokers respect these products, and even fewer investors are actually aware of them.

With little marketing being done by the insurance industry itself, Tucker Advisory Group charged Denver advertising agency, LeeReedy, with a big task — educate brokers on the benefits of indexed annuities and entice them to sell these investments through Tucker Advisory Group.

Positioning marketing to gain trust

It goes without saying that the investment business is based on trust. However, our initial impression of the advertising run by companies in the category left us cold, unmoved and distrusting. We had an important brand asset at our disposal to set Tucker Advisory Group apart: the face of the organization and a top industry producer, Karlan Tucker. With this highly respected, highly recognized individual as the visual hook in our marketing communications to attract brokers, we created headlines that belittled the brazen "get rich quick" claims made by competitors.

A tangible return on investment

During all twelve months of 2006, Tucker Advisory Group was one of the fastest growing consultancies in the nation, attracting more new agents to their organization than any other company. Since launching their new company in early 2006, Tucker Advisory Group has also grown from $0 in sales to $300 million annually. Through our continued marketing efforts, Karlan Tucker himself has consistently been in the top 10 out of 52,000 agents for personal indexed annuity production. These amazing results truly showcase the power of a simple, focused marketing strategy precisely executed.

The key to launching new products is to get a sharp marketing agency in the driver's seat with you. Let's find out if LeeReedy fits the bill. Drop me a note anytime kreedy@leereedy.com.