We offer more than 25+ years of successful results in marketing life insurance, annuities, disability income insurance, long-term care insurance, and guaranteed income solutions. We have worked closely with several of the largest mutual and stock insurance companies while  helping them keep pace with changing markets.

Retirement Income

As Baby Boomers march toward retirement, financial services companies are focusing on an attractive marketing niche: retirement income solutions.

For more than a decade, RM Strategic Marketing has worked closely with the most innovative providers of guaranteed and variable income products. We have helped launch multiple generations of cutting-edge retirement marketing programs with award-winning collaterals, and on-target training.


RM Strategic Marketing believes that eNews may be the most effective prospecting tool of our generation. For years now, RM Strategic Marketing has conceptualized and written eNews for large and small companies, representing a wide gamut of industries. We have project managed the entire process from planning to delivering eNews to your clients, when needed.

Hedge Funds

We understand the complexities of innovative and sophisticated products designed for institutions and high net worth investors.

We have a track record of success in helping portfolio managers and general partners create clear messages for new investment presentations, while also capturing more assets from their current investors.

Asset Management

Successful performance may not help an asset manager attract new capital unless it is presented in clear and motivating ways that distinguish a style or manager from the competition.

We help asset managers and RIAs develop clear and consistent reports for new and existing investors, along with value-added programs for financial professionals.

Women’s Market

As a certified women-owned business, RM Strategic Marketing has helped financial companies identify sex-based biases in their marketing programs and increase the number of new female clients and sales representatives.

We have an extensive track record of executing successful women’s initiative programs for major companies.