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Business Info

Business Name

Financial Advisor

What do you do?

Sell investments and life insurance to clients

How many pages of print design do you need?

1 Page of design (back and front)

Each side has different sections separated by the fold.
Please see measurements below and attached sketch in the materials section for reference.

List the size requirement(s) for your print design

Two 3.5 x 2 designs
One 3.5 x 8 design
One 3.5 x 4 design

Target Audience

What is your industry?

Financial Services

Describe the target audience for your print design

Sophisticated, college educated people with short attention spans and an appreciation for something elegantly presented

What 3 things would you like to communicate to your audience through your print design?

but NOT uptight, boring

Style and Concept

What print design styles do you like?


I like the clean lines and use of whitespace in this Jetblue ad

I like whitespace as a design element, but design should not be just black and white.

It also should NOT be too busy.

What colors do you want to see in your print design?

For now blue, gray, and green, but I'm not restricted to that.

What colors do you NOT want to see in your print design?

It should not be too much green, if at all.

What adjectives should best describe your print design?

Clean, prudent use of white space

How will you use the print design?

In folded business cards. It should catch the eye and hold the viewer's attention, when they may be distracted or have limited time.

What content must be included in the print design?

Side 1 - 2 x 3.5 (all dimensions in inches) (design suggestions in brackets)

What is the single most attractive benefit of ROTH IRAs? (Stick figure picking up $ bag w magnet; pair of hands with red, white, and blue sleeved cuffs trying to grab the moneybag with a red X through the hands)

Side 2 - 2 x 3.5

What are the two most logical reasons you and your colleagues are NOT investing through ROTH IRAs? (Sad stick figure trying and failing to insert large coin inside small slot of piggy bank)

Side 3 - 8 x 3.5

1. Imagine you can devise and build your own customized ROTH IRA. Rank from 1-5 which five of these features would be most relevant and important for you.

* [placed in 3 columns]


* No maximum income restriction
* No limit on annual contribution
* Tax free annual growth
* Guaranteed annual growth
* Downside protection
* Bulletproof protection against creditors
* Zero volatility
* Zero market risk
* No correlation with the stock market
* Penalty free access
* No required minimum distributions
* Self-completes in the event of premature death
* AAA financial rating

Side 4

4 x 3.5 (piggy bank in background)

3 ways to make this happen?

* Right now
* 1 week
* 10 years



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