1. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
COORDINATED ENGAGEMENT
PROPOSAL
VALIC
INNOVATION&
EXPANSION
PRESENTEDTO
CRAIGCHEYNE
ONBEHALFOF
AIG/VALICFINANCIALADVISORS,INC.

2. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
BEYOND THE NUMBERS
REMAININGCONNECTED
HOWDOESVALICADDVALUE
ANDENHANCEONESLIFE?INACOMPETITIVEMARKET,HOWCANYOUDOBETTER!

3. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
WHOISYOURTARGETAUDIENCE?
• ARE YOU MANY THINGS TO MANY PEOPLE?
• WHAT IS THEIR PRIORITY?
• HOW DO YOU SPEAK THEIR LANGUAGE?
• WHO DO YOU SPEAK TO FIRST?
RETIREMENT?
EDUCATION?
TECHNOLOGY?
LIFESTYLE?
INVESTMENT?
TRAVEL?

4. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
BEYOND THE NUMBERS
REMAININGRELEVANT
HOWDOYOU
MEASURESUCCESS?WEARECOMMITTEDTOHELPYOUDOBETTER!

5. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
WHATISTHECLIENTEXPERIENCE?

6. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
HOWDOESONENAVIGATEVALIC?

7. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
ENGAGEMENT AND IMPACT
BRANDIMPACT
WHATIS
THEVALUE
OFAVALIC
EXPERIENCE?HOWDOFUTURECLIENTSANDGROWING
INDUSTRIESPERCEIVEYOURBRAND?
HOWCANYOUDOBETTER?

8. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
THEVALUE
ISNOTTHE
PURCHASED
PRODUCT.
THEBEAUTY
ISINTHE
DETAILS
ANDUNIQUE
HUMAN
EXPERIENCE.

9. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
A STRATEGIC CAMPAIGN
BRANDVALUE
YOURBRANDIS
GREATERTHAN
THEOBJECTS
YOUSELL!INNOVATIONANDENGAGEMENTISASTRATEGIC
PERSPECTIVEPOWEREDBYCOORDINATEDPARTNERSHIPS,
INNOVATIVECAMPAIGNSANDTARGETEDCLIENT-CENTERED
OUTREACHINITIATIVES WHICHSUPPORTEXPANDABLE,
MEASURABLEANDSUSTAINABLEMARKETIMPACT.
THEOPPORTUNITYISNOW.

10. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
UNIFIED MESSAGING STRATEGIES
OBSTACLES&OPPORTUNITIES
WHATISREQUIREDTOOVERCOME
ENGAGEMENTBARRIERS?UTILIZE’INNOVATION’ASAWAYTOACHIEVEMAXIMUMOUTREACHANDBRANDVALUE!

11. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
HELLO
MICHAEL...

12. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
MEETMICHAEL...
HEWANTSTO
HAVEABETTER SOLUTION
FORHISSTAFF,CLIENTS&
THEIRFAMILIES...BUT,HEHASTHESAMEPROBLEMTHATWEALLHAVE....

13. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
MICHAEL IS...
OVERWHELMEDBYTHEFINANCIALOPTIONS,VENDORS,PROGRAMS,NEWPRODUCTSUPDATES,EXPOS,INFORMATION
ANDVASTRESOURCESAVAILABLE INTHEINDUSTRY. HEIS SEEKINGRELATIONALADVANTAGEINTHE
EVER-EVOLVING,TECH-DRIVENINDUSTRYTHATSUPPORTSHISCOREMISSIONANDSERVICES...

14. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
ADDRESS WCONTACT
MICHAEL NEEDS...
SIMPLEANDTAILOREDINFORMATIONACCESS ANDSEAMLESSCONNECTIONWITHYOURBRAND. AMEANINGFULREALATIONSHIPALLOWS
ACCESSTOPRODUCTS,RESOURCES, TRAININGPROGRAMS,SUPPORTINITATIVESANDINNOVATIVETOOLSTHAT
ALLOWHIMTOLIVEMOREINFORMEDANDBETTERENGAGED...
HEHASTOFEEL’SPECIAL’ANDVALICHASTOBEPERCEIVEDAS A’MUST-HAVE’.

15. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
MICHAELNEEDS
AUNIQUE,VALUE-ADDED
EXPERIENCEAND A
SUSTAINABLEVENDOR
RELATIONSHIP

16. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02

17. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
SUCCESS
REQUIRES THESE
CORE ELEMENTS
FACE-TO-FACE CLIENT
ENGAGEMENT
(SHOWROOM,
ONLINE, CLASSROOM
MOBILE, ETC)
GLOBAL, MULTI-
LINGUAL & SERVICE/
PRODUCT DETAIL
FOCUSED LEXICON
FLEXIBLE, ORGANIC
& VISUALLY
COMPELLING
INNOVATIVE &
AWARD-WINNING
USER-DRIVEN &
TECHNOLOGICALLY
PROGRESSIVE
A B C D E

18. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
WHERE DO WE START?
PHASE1:BRANDEDMESSAGE
5
EASYSTEPSUTILIZE’INNOVATION’ASAWAYTOACHIEVEMAXIMUMOUTREACHANDBRANDVALUE!

19. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
1STEP ONE
REFRESH
Logo
&Brand
Usage

20. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
2STEP TWO
UNIFY
Message
&Print
Usage

21. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
3STEP THREE
BUILD
Tech
&Digital
Usage
VALIC
VALIC
VALIC

22. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
4STEP FOUR
EXPAND
Signs
&Promo
Usage

23. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
5STEP FIVE
RELATE
Message
&Media
Usage

24. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
BEYOND THE NUMBERS
CREATINGAUNIQUEPOSITION
BRANDINNOVATION&
CLIENTENGAGEMENTSTRATEGIST

25. 347.687.3624 | thetremag@gmail.com | © Stephanie Coleman | Proposal for Valic Financial Advisors, Inc. 160516.v02
NEXT STEPS
QUESTIONS?
THANK
YOU!
Tobegintransformingyourgoals
orifyoushouldhaveanyquestions
aboutthisproposal,pleasecontact:
STEPHANIECOLEMAN
THETREMAG@GMAIL.COM
347-687-3624