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Info

What is the title or subject of your presentation?

Trumark Powerpoint Template Design

What do you do?

Distribute life, long term care, annuities and disablity insurance. We work with financial advisors, big name banks, property casualty agencies to help them provide insurance solutions.

Do you need a design for slide template(s) only or a full presentation?

I need a new presentation design background for presentations we make. I am tired of using all the standard versions. We don't need any animation, but something that is clean and professional as we deal with high net worth clients and individuals with highly complex planning needs.

How many slides do you need designed?

I'm not sure how many slides. We need the foundational template that we can use for all of our different presntations. So I would imagine its 1 or 2 slides. But we can discuss further.

Target Audience

What is your industry?

Financial Services

Describe the target audience for your presentation.

Our audience are big banks and financial institutions, Register Investment Advisors, Financial Planners, Business Owners, Property & Casualty Agencies. Basically anyone that works with business owners and high net worth clients that have insurance planning needs. Most of our business is done in the Northern California area, however we are licensed across the states.

What 3 things do you want to communicate to your audience through your presentation?

Integrity and value in service and relationship
boutique firm that provides all of the services related to insurance
Highest quality and professionalism

More about who we are: An innovative life insurance distribution firm, which consults, advises and coaches professionals around the country. Trumark has a unique blend of industry and consulting experience, which provides creative and practical solutions to complex issues while leveraging industry best practices.

How do you intend to use this presentation (print, live, web, etc.)?

all of the above.

Style and Details

What specific information must be included in the design?

Our company name, Trumark Insurance & Financial Services Inc. I'll attached our logo, but there is some freedom in the design as we often go by "Trumark" and leave the rest out. But legally, we will need the full name somewhere.

What character, tenor or spirit does your presentation need to communicate?

Business, Rich, Financial, Integrity, Quality, Unique, Educated, BOUTIQUE, highly focused.

What colors do you want to see in your presentation?

The blue of our logo. We like Gray's, white, silver, and charcoal.

What colors do you NOT want to see in your presentation?

purple, pink, green, orange, nothing crazy here.

What presentation designs do you like?

NOt sure here. I just don't want it to look like anything else someone can buy from Microsoft.

Do you want to include additional info?

I will attached our logo, but our current website is www.trumarkfinancial.com, but the presentation template doesn't need to match our site, but rather match our logo in terms of the blue color.

Materials

Contract
Files

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