Peter Oravetz

TIAA-CREF

 

TIAA-CREF

 

TIAA-CREF gave us an assignment to get the phones to light up for their Portfolio Advisor program. We developed an interactive direct mail piece with a wheel that let the recipient "dial in" their investment goals. In addition to the wheel, the package contained a letter which asked the question, "What should your portfolio look like? It should look like you."
This piece did so well, we won a branding assignment for customer engagement. I developed the theme line "Retirement Know-How" which won us another assignment for a welcome kit and customized streams of direct mail which kept me busy writing 60 different letters for the entire engagement stream.

 
Here's one view of the wheel.

Here's one view of the wheel.

And another—showing how the recipient can dial in their preferences.

And another—showing how the recipient can dial in their preferences.