Many people look forward to their life as retirees after a life of work. Finally, they have the time they can devote to their hobbies and things on their wish list. This, however, requires some good financial planning.

Condition 1: Health.
Condition 2: Money.

Generali's center for pension planning has been helping its clients make provision for retirement. This is why Generali approached W4 to create information materials for its advisers.

The benefits of Generli's consulting are illustrated at the hand of an animated video and an information leaflet. The clips show a couple that is concerned about whether they can afford the things they have planned for retirement.

Storyboard & flyer

The flyer and storyboard have been developed by W4. An emotional approach seemed the best way to draw viewers in. We see how the dreams of the sympathetic couple appear in front of their eyes. We thought this was a better way to engage people than showing them graphs and charts.

However, the leaflet then showcases the most important arguments for a well-thought-out financial retirement planning.

Pension questionnaire

The layout of a 15-page questionnaire was also part of the project. From now on, all Generali advisors use this document to learn all about the individual retirement objectives of their clients. Comprehensiveness and a clear structure, all in the design of Generali's CD, were the focal point of what we were doing here.