We helped Schwab cut through the confusion and anxiety to show how its new retirement plan is a bold step forward in the retirement savings industry. Using compelling visuals and clear language, we created a presentation to explain Schwab’s approach to employers, helping them understand how Schwab Index Advantage could help their employees get their retirement savings on track.

Schwab Index Advantage Sales Collateral

B2B

Expertise

  • Branding
  • Concepting
  • Content strategy
  • Writing
  • Editing
  • Design