IG Living Plan
project name

IG Living Plan

Integrated writing for a synchronized wealth strategy

description
  • Client:

    IG Wealth Management

  • My Role:

    Marketing and UX writer

When Investors Group rebranded as IG Wealth Management after nearly 100 years, research helped inform our new value proposition – IG Living Plan.

As senior marketing writer, I helped communicate our advisor’s holistic approach to both internal and external audiences, including the mass consumer brochure, emails, print ads and more.

As UX writer, I collaborated with designers to create a lead magnet that used advanced research and algorithms to measure people’s financial well-being. Once people were given a score in exchange for a snapshot of their finances, the digital tool gave them advice on how to improve their financial life.