Bank of America Merrill Lynch Plan Sponsor B2B Brochure

Objective
Create a brochure for our plan sponsors to distribute to their employees, informing them of the personalized wealth management opportunities available via Bank of America Merrill Lynch. One of the key objectives was to communicate that the Personalized Wealth Management Program offers solutions for each stage of life.

Concept
Create a narrative across each stage of life. The body copy is written in the second person, and offers financial considerations relevant for that stage. A first person quote was provided under each image to provide another way to identify with the needs and goals of that stage.