Schnitzler Associates  

The BedfordLee Group:

The BedfordLee Group is a financial services company that provides long-term estate, insurance, retirement and financial planning for high net-worth individuals and family-owned businesses.

 

Challenge: To empower two successful young insurance brokers to merge their talents and launch their combined portfolios onto a major growth trajectory.

Activity: Developed the new company's branding and corporate identity program that would effectively and rapidly position it as a respected player in the financial services arena.

Result: Income doubled during the first year of joint operations… and growing.

 

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