Fuzion created a series of educational videos for a target audience of their client’s policyholders, family members, and trusted advisors. The video series provided policyholders with information to help guide them through the decision-making process associated with complex premium rate and benefit changes to their policies. The goal of the video series was to assist policyholders in making the best decision given their individual circumstances. The average age of the policyholders was 86, which was a primary consideration in developing written materials and the video series.

A cross-functional team was dedicated to this effort for more than a year. Fuzion also engaged external subject matter experts in direct marketing and consumer research to ensure we would provide our client’s policyholders, family members, and trusted advisors with the best resources possible to assist them with their decisions. The video series can be viewed on the client’s website in a special Policyholder Elections section.