Marketing Matrix International - Multi-Client Syndicated Studies

Each year, Marketing Matrix conducts a series of cost-efficient multi-client research studies on topics of interest to the investment, insurance and banking industries. As you review these studies, consider how the strategic and tactical information gained can help you modify and improve your communications and reduce costs. These studies have successfully contributed to the creation of more effective literature and, in some cases, the elimination of marginal pieces.

As always, we will work with you to customize these studies for your benefit. We do this by:

Helping you add your own questions.
Including your selling brokers, financial advisers and producers in the mix.

In addition you will receive:

On-going access to Marketing Matrix professionals.
A private on-site consulting session for you and your associates.
A full written report.

These studies to be conducted in the Summer of 2009.

*Study*	*Summary Description*
Best Practices in Mutual Fund Sales Literature (10^th—year tracking)	Core Literature Component: Assesses one-page fact sheets, dealer guides, prospectuses & annual reports. Assesses specific elements in terms of visuals, content, organization, information delivery and brand identity. Ranks best of class and why. Conducted among Advisers and Investors.
Best Practices in Variable Annuity Sales Literature (10^th—year tracking)	Core Literature Component: Assesses kits overall and individual literature components. Assesses specific elements in terms of visuals, content, organization, information delivery and brand identity. Ranks best of class and why. *Special Assessment of Rider* Literature (GIB, FIB, etc.).** Conducted among Advisers and Investors.
Confidence Building Literature (New Benchmark)	Assesses awareness and impressions of literature. Assesses most credible and valuable literature. Assesses how it impacts impressions of brand. Assesses how to increase confidence in your company among advisors and investors. Best of class literature. Conducted among Advisers and Investors.
Literature on Volatility	Assesses awareness and impressions of literature. Assesses most credible and valuable literature. Assesses how it impacts impressions of brand. Assesses if it delivers useful information. Best of class literature. Conducted among Advisers and Investors
Special Purpose Literature: Asset Allocation Retirement Company Image Value-Added Programs (4^th—year tracking)	Assesses awareness and impressions of literature. Assesses specific elements in terms of visuals, content, organization, information delivery and brand identity. Conducted among Advisers and Investors Other literature considered, upon request.

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