Kiplinger - Phase 1

Planning for retirement is critical, you need as much information as possible to make sure you get it right. 72% of pre-retirees worry about running out of money after they retire so there is an intrinsic level of trust required when delivering advice on such an important topic. Trust in what you're being told to do and how you're being told to do it, because your future depends on you getting this right.



It’s that emphasis on trust that led Jackson to approach Kiplinger to help create an interactive and engaging way for its clients to start that journey towards a stable retirement plan. Jackson needed an execution that could convey quite complex information in a simple way, allowing potential clients to easily engage and understand the benefits of planning their retirement with Jackson.



The solution was broken into two phases. Phase 1, Find Your Path is a new resource section residing on the Jackson website. By moving from paper to digital content, the information is now accessible by anyone, anywhere at any time. (We’ll add to this in Phase 2 and also update Phase 1 with Jackson’s new corporate branding).



The core execution consisted of three bespoke, immersive experiences to help people assess their current position and what they might need to do to ensure their future retirement plans.
How to stress less - A personal stress test designed to highlight the impact that stress can have on your retirement.



Income gap calculator - As we live longer and healthier lives, ensuring your retirement plan meets your needs is paramount. This execution helps find solutions to bridge the income gap between where you are and where you want to be.