Here are a few selections from an ongoing email series to current retirement plan customers. This series was crafted to boost plan engagement by encouraging readers to take proactive steps toward enhancing their financial wellbeing.

Each email in the series highlighted actionable opportunities, such as logging into their retirement account to explore a suite of financial tools and resources or attending a live webinar focused on improving financial literacy.

The content was tailored to resonate with individuals at various stages of their financial journey, with clear and compelling calls-to-action (CTAs). Through thoughtful messaging, this campaign continues to achieve record-breaking customer engagement year over year.

Through these (and similar) emails, I have proof that my creative instinct creates positive impact on hundreds-of-thousands of people nationwide.

Applicable Metrics: 500,000+ positive actions; 3507% increase in webinar registrations YOY; 4724% increase in webinar attendance YOY