the one that made annuities simple

For whatever reason, the word “annuities” has a negative connotation. But they can be really helpful in retirement, especially when Social Security and pension income don’t fully cover essential expenses. While developing a new retirement income product, we discovered that the term “guaranteed income” resonated more positively, especially in the context of annuities.

Throughout product design, there was a lot of user testing that went into informing the new experience—the questions that were asked, the set-up and the steps involved, and that quoted options were well understood to make a selection and purchase.

In addition to content design, I wrote the script for the video storyboards to educate users about annuities and dispel common myths. I also created the trigger emails that guided users to explore the new solution.

Since the initial concept, I’ve led my team through launching the product, enhancing the experience, and positioning it to scale.