AIG SunAmerica is a leading fund management firm with approximately $50bn in assets under management and administration. They have relationships with over 100,000 brokers and advisors representing 4 million clients and shareholders.

Presentation - Company Overview; 8 min. 33 sec.
Commentary- Betsy Treitler, SVP Marketing - SunAmerica Asset Management

  • Project Mandate: Create a FINRA approved client and shareholder presentation to cover a broad array of products emphasizing the company's "best-of-breed" orientation that uses world class sub-advisors.  This message was to be balanced with one emphasizing the investment strength of a well known and highly respected parent organization. Resources included the firm's CEO, national head of sales, and one of AIG Investments's senior client relationship managers. The presentation was to be designed to address a professional audience of brokers and advisors as well as clients.
  • Result: An effective overview of the firm's unique history, investment approach, including a brief overview of specific products, as well as the strength of their parent firm.  Out-takes from all three principals were used as well as a closing pitch for their currently featured retirement product offering.
  • Client Commentary: At the above link is a 2-minute commentary by Betsy Treitler, AIG SunAmerica's SVP of Marketing. She addresses the particular challenge of balancing a range of messages and content, as well as how they expect to deploy the media.