primevision e-mercials

• Product Overview• Case Studies• FAQs

Alex Coroneos, VP, Marketing914-614-0046 [email protected]: http://www.primelookpresents.com

mailto:[email protected]

http://www.primelookpresents.com

PRIMEVISION E-MERCIALS2

PrimeVision E-mercialsTable of Contents

PrimeVision is the interactive division of PrimeLook Inc., an award-winning,full-service branding and creative services agency specializing in financialservicies since 1991.

Our strategy and content experts have earned securities licenses and worked for leadingasset management companies, banks and insurance companies, so we can hit the groundrunning without the need for in-depth market orientation.

We have led or observed research, focus groups and interviews with hundreds of clientsand producers from all sales channels, so we have a good understanding of their needs.

From retail to institutional, from independent advisors to brokers, our nearly 20-yearhistory of working with leading financial service firms like those shown below has givenus a unique understanding of your markets.

To view an e-mercial introducing PrimeLook, visit http://primelook.com/overview

An Unforgettable Learning Experience ........................3

Benefits and Uses....................................................4

What’s Included/Process...........................................5

Optional Tool: CUSTOMIZER.....................................6

Optional Tool: BLASTTRACK’R ..................................7

Case Studies: Dow Jones Indexes ..............................8

ING Funds .........................................9

John Hancock ...................................10

OppenheimerFunds ............................11

Frequently Asked Questions.....................................12

Contact Us:Alex Coroneos, VP, Marketing .............914-614-0046 [email protected]

http://www.primelook.com/overview

http://primelook.com/overview

mailto:[email protected]

http://www.primelook.com/overview

The most effective way to deliver abrief and persuasive product overview

Our e-mercials present your information in the way

your prospects prefer to learn today—not by reading,

but through a more engaging combination of listening

and watching that promotes greater understanding and

encourages viewer action.

PrimeVision e-mercials are interactive, Flash-based

presentations that cleverly integrate text, motion

graphics, music and professional narration, and are a

highly entertaining, breakthrough way to engage your

prospects and dramatically present your message in a

truly memorable way. They can be viewed using any

internet browser, require no special software, have

built-in response mechanisms, can be personalized to

the recipient and their usage can be tracked.

Formula for sales success:exposure + engagement +understandingYour sales are dependent upon a steady stream of

qualified prospects who understand how your product

will help them. But before prospects can begin to

understand the benefits of your product, they must be

exposed to your message in a way that will make them

WANT to learn more.

The problem is – for today’s internet-dependent

prospects – most printed materials are ill-equipped for

the task of providing the engagement necessary to

promote true product understanding. Even Web sites

require too much navigation and TOO MUCH

READING for an initial awareness-building tool.

PrimeVision e-mercials open yourprospects eyes, ears AND minds.

They present your message in the way prospects WANT

to learn today... with an engaging on-line experience.

They get noticed and watched to the end. Prospects can

see and hear a brief persuasive message in a

comfortable and engaging way — at THEIR

convenience, without the pressure of a salesperson.

And because our e-mercials promote greater

understanding, they help deliver a more qualified

prospect to your sales process. There is simply no

better or more cost-effective way to generate

understanding of the benefits of your product.


PrimeVision E-mercialsAn Unforgettable Learning Experience

Visit the PrimeVision Web site:

power and engagement of TV

targeting of direct marketin

g

tracking of a Web-based de

livery system



High ImpactStudies show that listening, watching AND readingproduce higher levels of understanding and retentionthan reading alone. E-mercials are engaging andbenefit-driven presentations that put your company in its best light.

FINRA ApprovedPrint, legal and compliance language can devour a high percentage of the viewable space, which disrupts your message and adds to printing costs. With e-mercials, a majority of the legal and compliancelanguage can all be inserted into a relatively small scrollbox, so your story flow remains uninterrupted. We havecreated dozens of FINRA-approved e-mercials.

Multi UseCan be viewed on-line through e-mail Web link or as adestination for a banner ad. Can also be burned topromotional CD, embedded in a PowerPoint or inpopular on-line meeting presentations such asBrainShark or GoToMeeting, displayed at a kiosk ortrade show booth, uploaded to an iPod or distributedthrough video sharing apps, such as YouTube. Onepresentation never worked so hard for you!

Viral MarketingPrimeVision e-mercials are frequently forwarded tocolleagues via e-mail, creating extra distribution. In fact, over 60 percent of our clients were forwardedour information by a colleague.

TrackableYou can view real-time usage and response statistics.

PersonalizationLimitless customization and personalization capabilities.

Cost EffectiveOur e-mercials are similar in cost to print collateral, but are fast and inexpensive to update, giving your e-mercial a much longer shelf life than printcommunications.


PrimeVision E-mercials

Benefits Uses

Product Introduction

Company Overview

Display (banner) Ad

Looping Kiosk Display

Event Invitation

Instructional/E-learning

Fact Sheets

Annual Report/Year in Review

Awards/RecognitionAnnouncements

PowerPoint Intro Modules



Discovery – Client interview and project intake teleconference or meeting

Concept – Complete concept and story development

Copywriting/editing – Script development bycopywriters who have earned FINRA licenses (withinput from client)

Visual Brand Integration – Complete creativedevelopment to conform with any existing corporatebranding guidelines

Adobe Flash Development – Full implementationusing the versatile Adobe Flash Platform by certifiedAdobe Flash Developers

Animation – Create motion graphics utilizingillustrations, text and photography

Video – Insert custom or client-supplied video

Narration – Professional voiceover recording, editingand optimization

Synchronization – Add and synchronize voiceover,music and sound effects

Tracking Tags – Insert necessary tracking codes

Compression – Proprietary compression processassures smallest file size for optimal on-line viewing

Interface – Custom user interface design andcontrols

Web links – Links to existing Web sites; informationdownloads and e-mail response

Hosting – PrimeVision can provide Web hosting andsecure necessary URLs for your e-mercial uponrequest

Testing and Troubleshooting – We work with you toensure complete functionality... and satisfaction


PrimeVision E-mercials

What’s Included Process

Each PrimeVision e-mercial is a one-of-a-kindcommunication that includes the following:

Our “Benefits-Selling” Creation Process:

Our development team of strategists, script writers,directors, animators, video production specialists,programmers, illustrators, music/sound engineers and professional narrators is skilled at creating presentations that promote viewer engagement, trigger interest and encourage response.

• We strategically address the challenges the viewerhas without your product – which may trigger interest that was not already present

• Next we identify benefits and relate them back tothe challenges

• We show proof, data, testimony or examples of benefit claims

• We end with a powerful call to action

The result is a convincing and entertaining presentation that informs and motivates theviewer, and creates a more qualified prospect for your sales team.

Directions for Use:Watch e-mercial, then respond as directed.

Repeat as necessary.Active Ingredients:Creative genius; FINRA-approved scripts, video,

professional narration; motion graphics; photos;

music and sound effects; response mechanism.E-mercials are the ultimate green marketing tool. Non-toxic

and environmentally friendly. No trees are destroyed.

Nothing to discard or recycle. No harmful emmissions.



Sales professionals prefer to use tools that help set

them apart from the pack, that’s why PrimeVision

e-mercials are becoming so popular. Now our

Customizer tool ups the ante by allowing your sales

reps to quickly and easily create versions of your

e-mercial customized with THEIR contact information

and/or personalized greeting.

Now when your prospects choose their call-to-action

after viewing your e-mercial, their response will go

directly to the sales rep who delivered it, as well as to

an administrator you designate who can track each

reps results!

And, if you desire, both you and the rep can haveaccess to a tracking page to see how many times theircustomized e-mercial has been viewed.

We begin by creating a custom log in page for your

company, featuring your company’s branding, with no

mention of PrimeVision.

Your reps then log on and follow a simple 3-step

process that takes only minutes, and a personalized

URL for the e-mercial will be automatically delivered

to them via e-mail, along with instructions on how to

deliver it to their prospects.

To see how easy it is, click below for a demo:

VIEW CUSTOMIZER DEMO NOW

PRIMEVISION E-MERCIALS6 http://www.primelookpresents.com

Optional Tools

Customizer

Create customized versions of your e-mercial for each of your sales reps...whether you have 10 or 10,000!

http://pvpresents.com/customizer_demo


Now your e-mercial can be an even MORE powerful

sales followup and marketing tool!

As with most web-based communications, you can easily

track total “hits” on your e-mercial utilizing your

existing web metrics provider.

But what if you want to know exactly WHO has viewed

your e-mercial? Or what if you want your e-mercial to

contain custom messaging for each of your e-mercial

viewers? Both are possible with our BlastTrack’r tool!

With BlastTrack’r you can:

• Deliver your e-mercial with a custom greeting, or

even product information geared exactly to each

viewer

• Track WHO has viewed your e-mercial, and how many

times. Those with the most views are probably the

most promising prospects. Or, you can see who has

not viewed it yet, and send them a reminder.

BlastTrack’r works by automatically creating a

personalized URL (PURL) which links a database you

provide with variable data fields that we embed in your

e-mercial. Any information that you have stored in your

database can be used to populate these fields. And

BlastTrack’r is easy to use:

Step 1: You provide us with an Excel spreadsheet (orother .CSV file) that contains information about each of

your recipients.

Step 2: We e-mail your database back to you with a

new PURL field, which will serve as the link to the e-

mercial.

Step 3: You deliver the link using your existing e-mail delivery program, such as SalesForce or

Constant Contact

Step 4: View your e-mercial tracking statistics on a

custom tracking page that we provide to you.

Customized user experiences are quickly becoming the

standard way to engage your prospects. BlastTrack’r puts

you on the cutting edge of this marketing technology.

PRIMEVISION E-MERCIALS7 http://www.primelookpresents.com

Optional Tools

BlastTrack’r

Fortify your e-mercial with advanced personalization and tracking capabilities!

Contact us for more information.


Dow Jones Indexes had the unenviable task of introducing their newest index – The Global Dow –to their institutional clients in the midst of a global financial crisis.

They sought a low-cost, but high-impact approach thatwould be easy to distribute and update when needed, asthere were two promotional phases: pre-launch and post-launch.

Challenge:

PrimeLook proposed development of a PrimeVision e-mercial to explain the details of the new index quickly.To further save cost, the pre-launch and post-launch e-mercials were designed to be very similar, and allowedfor instant update on the launch date.

We also created the HTML e-mails containing a link tothe presentation, and banner ads that were placed on all Dow Jones sites.

Solution:

The Global Dow was successfully launchedin September 2008, and the promotionalmaterials created were very well receivedby both Dow Jones management and theirinstitutional clients.

In addition, the e-mercial was awarded a prestigious W3 Gold Award for outstanding interactive communications.

Result:

PRIMEVISION E-MERCIALS

Dow Jones Indexes Web site IntroductionC

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In support of the e-mercial and its distribution,PrimeLook also created a series of HTML e-mails

and animated banner ads.

http://www.primelookpresents.com/PV_Examples_WEB/DowJones/

http://www.primelookpresents.com/PV_Examples_WEB/DowJones/

Challenge:

PrimeLook was retained to create a complete educational campaign highlighting the fact that although income was still the primary objective in a retirement portfolio, with today’s longer lifespans, the growth provided by an international component was a valuable hedge against inflation and other factors.

With PrimeVision e-mercials as the core awareness buildingtool, we also created a suite of client-approved print materials,and created an advisor customization site, allowing advisors to create e-mercials customized with their contactinformation that they could e-mail to their clients in order tovalidate their recommendations for international funds in retirement portfolios.

Solution:

The e-mercial was delivered to 30k financial advisors as a web linkwithin an HTML e-mail. The calls to action were to visit the ING FundsWeb site, and/or click another link to instantly create a customized e-mercial.

In spite of significant challenges,the client recorded an initial CTRof 3.5 percent. It’s also important to note that these results were after initial e-mail, butour experience shows that even justone more follow up e-mail can morethan double the response rates.

In addition, over 350 advisors created a customized e-mercialusing our customization tool.

Result:


ING Funds Mutual Fund IntroductionC

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Resist the Temptation to Retire Your Money.You’ve spent years building your portfolio and chances are you wouldn’t have achieved the long-term growthyou’ve enjoyed without including various stock-based investments.

Now, as you transition into retirement and a monthly salary from your employer can no longer be countedon, it’s understandable that your initial inclination might be to reallocate your equity investments into thosethat provide an income such as CDs, annuities and bonds.

But with today’s longer lifespans and continued inflation, such a conservative investment strategy willlikely cause you to run out of money during retirement – as the chart below illustrates.

In short, to make your money last in retirement, you’ll still need portfolio growth – along with income. Andhistorically one of the best choices for growth continues to be stocks.

Probability of Your Money Lasting Through Retirement Adding stocks to your portfolio increases the likelihood that your funds will last through retirement.

83% 97% 96% 94% 92%

30% 72% 82% 83% 82%

3% 29% 57% 66% 69%

0% 6% 30% 47% 54%

0% 0% 13% 31% 41%

100% Bonds 100% Stocks75% Bonds25% Stocks

50% Bonds50% Stocks

25% Bonds75% Stocks

4%

5%

6%

7%

8%

Sam

ple

With

draw

al R

ates

Source: Morningstar, Inc.Stocks in this example are represented by the Standard & Poor’s500®, which is an unmanaged group of securities and considered tobe representative of the stock market in general. Bonds arerepresented by the five-year U.S. government bond, inflation by theConsumer Price Index and mutual fund expenses from Morningstar.

Please note the projections generated by Morningstar regarding thelikelihood of various investment outcomes are hypothetical in nature,do not reflect actual investment results, and are not guarantees offuture results. Results may vary over time and with each simulation.This is for illustrative purposes only and not indicative of any INGFund. Fund performance does not account for taxes, fees, andtransaction costs associated with investing in funds. Investorscannot invest directly in an index.

Traditional Domestic InvestmentsAre No Longer Enough.

While investing abroad may seem uncomfortable for some people at first, there’ssomething that poses a greater risk to today’s retirees: running out of money inretirement. Which is why relying on lower-paying, traditional retirementinvestments may be the riskiest strategy of all.

As you search for investments to provide both income and growth, consider theidea that international investments have the potential to provide higher yields andgreater growth for your retirement portfolio. Plus, contrary to what you mightthink, adding international investments potentially reduces overall portfolio riskover the long term.

You’ve probably owned a portion of international investments for years — youunderstand we’re in a global economy. The important point is that you’ll want tocontinue that into retirement. And if you haven’t had international exposurepreviously, now may be the time to consider it.

But as you alter your portfolio to include more income, beyond traditional optionsyou’ll also want to consider international investments as well – for potentiallyhigher yields and diversification.

An investor should understand that investments in foreign and developingcountries include currency fluctuations, economic and political risks not found ininvestments that are solely domestic and should allocate only a portion of theiroverall portfolio based on their investment objective, investment time horizon andrisk tolerance.

MoneyMarket Funds& CDs

U.S. Bonds

U.S.Equity

Annuities InternationalInvestments+

55% of actual retirees reportthat their spending inretirement is about the sameor higher than it was beforeretiring.

Source: Employee Benefit ResearchInstitute, Issue Brief #304, April 2007: 17th Annual Survey

Simple Stock and Bond Allocations Over 25-Year Period Ending 12/31/06

3

When It Comes to Investing for Retirement, It’s a Whole New World.

Your future. Made easier. SMNot FDIC Insured | Not NCUA/NCUSIF Insured | May Lose Value | No Bank Guarantee | No Credit Union Guarantee

MUTUAL FUNDS

Not FDIC Insured | Not NCUA/NCUSIF Insured | May Lose Value | No Bank Guarantee | No Credit Union Guarantee Your future. Made easier. SM

A Solid Foundation for Global Retirement InvestingThe justification for investing internationally during retirement has been increasing every year.

While the U.S. used to dominate world business, the rest of the world has now surpassed us in terms of overall capitalization. It wouldn’t make sense to pass up more than half the world’s stock opportunities.

International markets have significantly outperformed the U.S. since the end of the 1990s – by more than 3 to 1.

Surprisingly, adding international exposure to a largely domestic portfolio may actually decrease overall portfolio risk, due to greater diversification. For example, adding a 25% international exposure to a U.S. stock portfolio during the last 10 years would have reduced overall portfolio risk by 4.5%.

Covers the Universe of International EquitiesThe increasing variety of international equities – including growth, value, large cap, small cap, emerging market and real estate stocks – means that a single broad-based international fund is no longer enough for a retirement portfolio. You deserve the same multi-fund diversification for your international investments as for your U.S. investments.

The ING Diversified International Fund is a managed portfolio of eight specialized international equity funds covering the majority of international equity asset classes. Each fund within the Fund is run by a world-class specialty manager, usually only available to institutional investors. In addition, the allocation of the eight funds is in turn actively managed as a portfolio by seasoned ING international asset allocation experts.

MUTUAL FUNDS

ING Diversified International Fund

Not FDIC Insured | Not NCUA/NCUSIF Insured | May Lose Value | No Bank Guarantee | No Credit Union Guarantee

Non-U.S.

38% U.S.

62% Non-U.S.

52%U.S.

48%

2006$26.8 Trillion Market Cap

1980$1.4 Trillion Market Cap

Source: MSCI 2006. Values are expressed in U.S. dollars.Past performance is no guarantee of future results. Performance shown is historical and not indicative of any ING Funds’ performance and does not account for fees and expenses associated with investing in funds. Investors cannot invest directly in an index.

MSCI All CountryWorld ex-U.S.

Index*

S&P 500 Index(U.S. only)

*Index Return is at Price

0% 1% 3%2% 4% 5% 6% 7% 8%

7.54%

2.16%

January 2000-September 2007

Performance of U.S. Equities vs. International Equities

Past performance is no guarantee of future results. Performance shown is historical and not indicative of any ING Funds’ performance and does not account for fees and expenses associated with investing in funds. Investors cannot invest directly in an index.

100%U.S. Stocks

75% U.S. Stocks

25%Int’l Stocks

Return - 8.42%Risk - 15.35%

Return - 8.37%Risk - 14.69%

Source: Morningstar, Inc., as of December 31, 2006Past performance is no guarantee of future results. Performance shown is historical and not indicative of any ING Funds’ performance and does not account for fees and expenses associated with investing in funds. Investors cannot invest directly in an index.The MSCI All Country World ex-U.S. Index is an unmanaged index that measures the returns of equities of companies which are domiciled outside the U.S.The Standard & Poor’s 500 Index is an unmanaged capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.The MSCI Europe, Australasia and Far East (EAFE) Index is a unmanaged index that measures the performance of securities listed on exchanges in markets in Europe, Australasia and the Far East. Investor cannot invest directly in an index.


ING Global Equity Dividend Fund

Greece5.35%

2002

Italy4.38%

Belgium4.27%

Australia4.14%

Netherlands3.88%

USA1.83%

2004

New Zealand4.15%

Australia3.74%

Finland3.49%

Netherlands3.44%

Belgium3.27%

USA1.50%

2005

New Zealand5.01%

Australia3.71%

Italy3.42%

Portugal3.33%

Norway3.20%

USA1.79%

2003

Luxembourg4.12%

Australia4.02%

Belgium3.95%

New Zealand3.65%

Italy3.48%

USA1.56%

2006

New Zealand4.64%

Italy4.06%

Australia3.62%

United Kingdom3.16%

Spain3.09%

USA1.76%

Searching the World for DividendsIncluding dividend-paying stocks in a retirement portfolio may provide an extra source of regular income, plus the potential for equity growth – which can be essential for portfolio longevity.

Case for Investing for Growth When in Retirement – Distribution Rates and LongevityIf you’re counting on your bond portfolio to meet all of your income needs, consider the chart below, which shows how various bond/equities mixes fared over a 25-year period.

Probability of Your Money Lasting Through Retirement The chance of outliving your portfolio becomes less likely as a higher allocation of equities is included in your investment portfolio.

Invest for Income Overseas – Dividends Where in the World Is IncomeSo, where in the world do you find dividends?As illustrated below, a wide variety of countries have posted significant dividend yields during the last five years. As you can see, the U.S. was not among the top five dividend-yielding countries during any of those years.

Top 5 Dividend-Yielding Countries

83% 97% 96% 94% 92%

30% 72% 82% 83% 82%

3% 29% 57% 66% 69%

0% 6% 30% 47% 54%

0% 0% 13% 31% 41%

100% Bonds 100% Stocks75% Bonds25% Stocks

50% Bonds50% Stocks

25% Bonds75% Stocks

4%

5%

6%

7%

8%

Sam

ple

Wit

hdra

wal

Rat

es

Source: Morningstar, Inc.Stocks in this example are represented by the Standard & Poor’s 500®, which is an unmanaged group of securities and considered to be representative of the stock market in general. Bonds are represented by the five-year U.S. government bond, inflation by the Consumer Price Index and mutual fund expenses from Morningstar.Please note the projections generated by Morningstar regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary over time and with each simulation. This is for illustrative purposes only and not indicative of any ING Fund, Fund performance and does not account for taxes, fees, and transaction costs associated with investing in funds. Investors cannot invest directly in an index.

Sample Stock and Bond Allocations Over a 25-Year Period Ending 12/31/06

Source: ING Investment Management and Standard & Poor’s, as of December 31, 2006. Past performance does not guarantee future results. This chart is for illustrative purposes only and is not indicative of any ING Fund or any other actual investment. The performance quoted represents past performance. Material differences among individual countries represented include the varying number of stocks in each index, the differing average market capitalization of the indices and the differences among currencies. Investors cannot invest directly in an index.

Yields overseas have been higher than in the U.S.Over the last decade international dividend yields have outpaced their domestic counterparts for each and every year. And the internationally-based companies that pay these dividends are some of the most recognized companies in the world, such as BP, Royal Dutch Shell, GlaxoSmithKline, Barclays and HSBC.

Invest for Income Overseas ING Global Equity Dividend Fund Makes the Voyage EasierThe ING Global Equity Dividend Fund searches the globe for solid companies that pay strong dividends – of at least 3.3% – and which have a history of increasing their dividends over time.

MUTUAL FUNDS

Dividend Yields Have Been Higher Overseas December 1996-December 2006

Source: Bloomberg, as of December 31, 2006The MSCI Europe, Australasia and Far East (EAFE) Index is an unmanaged index that measures the performance of securities listed on exchanges in markets in Europe, Australasia and the Far East. MSCI US Index is an unmanaged index that measures the performance of 85% of the free-float adjusted market capitalization securities in each industry group in the U.S.Past performance is no guarantee of future results. Performance shown is historical and not indicative of any ING Funds’ performance and does not account for fees and expenses associated with investing in funds. Investors cannot invest directly in an index.

0

0.5

1.0

1.5

2.0

2.5

3.0

3.5

Dec. ’96 Dec. ‘98 Dec. ‘00 Dec. ‘02 Dec. ‘04 Dec. ’06

InternationalMSCI EAFE Index

United StatesMSCI US

Div

iden

d Y

ield


Taking Your Portfolio to New PlacesReal estate has been a traditional form of investment – from rental properties to the family home. But there’s an easier way anyone can diversify their portfolio into real estate, without the headaches of property ownership: Real Estate Investment Trusts – or REITs. These are companies – both here and abroad – that own and operate a diversified collection of commercial real estate properties such as office buildings, hotels, apartment buildings, or shopping malls. Importantly, REITs provide ongoing income and the potential for capital appreciation.

The ING Global Real Estate Fund adds a new dimension to REIT investing by going beyond the U.S. borders to invest in REITs and other real estate companies worldwide. This may be an attractive addition to your portfolio because, compared to U.S. properties, some international real estate markets may potentially deliver:

Greater Growth

Greater Income

As demonstrated by the two tables to the right.

Specialty Category – Real Estate Provides DiversificationIn addition to yield and attractive total returns, a portfolio with global real estate stocks may offer significant diversification benefits to a mixed-asset portfolio driven by low correlation with other major asset classes as well as low correlation of real estate stock returns across regions. Correlation is a statistical measure of how two securities move in relation to each other. While diversification can help a portfolio, it cannot assure against a loss.

ING Global Real Estate Fund

UK 20.1

US18.3

Europe 3

Australia0.5

Japan -16

Hong Kong-38.5

1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007

Europe22.4

Hong Kong39

US27.5

US15.2

Europe32.6

UK46

UK56.3

Japan51.3

UK71.6

Hong Kong38.8

Australia14.1

UK10.7

Japan17.7

Australia1.8

Australia14.3

Europe46

Europe46.4

Australia18.8

Europe66.6

Australia18.3

Hong Kong-12.9

Australia3.1

UK13.4

Europe-1.2

UK10.4

Australia45.4

Japan38

Europe12.6

Australia43

Japan9.1

Japan-17.4

Japan0.5

Europe-0.4

UK-7.5

US4.1

Japan44.9

Australia36.1

US12.5

US34.8

US-3.5

US-17.6

Europe-3.6

Australia-1.2

Hong Kong-13.8

Japan-1.3

Hong Kong41

Hong Kong34.8

UK8.2

Hong Kong28.9

Europe-8

UK-18.5

US-5.1

Hong Kong-1.4

Japan-23.5

Hong Kong-26.7

US38

US31.7

Hong Kong6.4

Japan20.2

UK-24.4

North America – S&P/Citi BMI Property United States

Hong Kong – S&P/Citi BMI Property Hong Kong

Australia – S&P/Citi BMI Property Australia

Japan – S&P/Citi BMI Property Japan

United Kingdom – S&P/Citi BMI Property United Kingdom

Europe Ex UK – S&P/Citi BMI Property Europe Ex UK

Worldwide REIT Performance January 1997 - September 2007

0

1

2

3

4

5

6

7%

6.0%5.3% 5.1% 4.9%

4.0% 3.7%3.0% 2.8%

2.5%

1.7%

Belgium Australia Netherlands Canada UnitedStates

Singapore France Japan UnitedKingdom

Hong Kong

Comparative Dividend Yields -- Current Yields as of September 30, 2007

Source: EPRA/NAREIT as of 09/30/07The European Real Estate Association (EPRA) is a common interest group, which aims to promote, develop and represent the European public real estate sector. The National Association of Real Estate Investment Trust (NAREIT) is the trade association for REITs and publicly traded real estate companies with an interest in the U.S. property and investment markets.Past performance is no guarantee of future results. Yields fluctuate and are not guaranteed. Investors cannot invest directly in an index.

Overseas Real Estate Provides IncomeDividend yields vary by region and are affected by the prevalent real estate company structure. As of September 30, 2007, REIT dividends in a number of countries have exceeded those for the U.S.

Foreign REITs Have Outperformed the U.S. In the last 10 years, U.S. real estate has been the top global performer in only 2 years.

Each S&P/Citigroup Property (country/region) Index above is unmanaged and constructed to include all developed market property companies for that particular country/region with an available market capitalization of at least US$100 million and derive more than 60% of their revenue from property-related activities. Investors cannot invest directly in an index.

MUTUAL FUNDS


Boost Diversification. Diversification is one of the main benefits of investing globally. Rates may be low in the U.S. but higher in some other countries. Combining investments from countries that may behave differently can potentially add to diversification which may help enhance returns and reduce risk.

Expand Income Sources. Investing in a mix of U.S. and foreign debt securities through global bond portfolios may provide higher current income than single country investments. Interest rates vary from country to country as this chart shows.

ING Global Bond Fund

Unleash Your Yield PotentialWith the U.S. share of the global bond market now at less than 50%, American investors who were once limited to investments tied to U.S. interest rates and economic cycles now have a much broader menu to choose from. Along with greater choice, going global for your bonds may help you:

0

1

2

3

4

5

6

7

%

Russia Australia Brazil Poland U.K. U.S. Canada Switzerland Taiwan Japan

10-Year Yields as of September 30, 2007

Yiel

d

Global Bonds – Best Performing Developed Country Bond Markets 1998-2006

Foreign8.2%

U.S.2.4%

Foreign12.6%

Foreign19.4%

Foreign22.4%

U.S.8.4%

U.S.11.6%

U.S.0.8%

Foreign18.4%

U.S.4.3%

Foreign-8.7%

U.S.4.3%

U.S.4.1%

U.S.10.3%

Foreign-3.7%

Foreign-3.9%

Foreign-8.8%

U.S.8.7%

1998 1999 2000 2001 2002 2003 2004 2005 2006

Source: Morningstar Direct (U.S. Bond Market – Lehman Aggregate Bond Index; Foreign Bond Market- Lehman Aggregate Global Bond Index – ex U.S.)

The Lehman Brothers Global Aggregate Index – ex U.S. is an unmanaged index that provides a broad-based measure of the global investment grade fixed-rate debt markets, ex-U.S.

The Lehman Brothers Aggregate Bond Index is an unmanaged index composed of securities from the Lehman Brothers Government/Corporate Bond Index, Mortgage-Backed Securities Index and the Asset-Backed Securities Index.

Investors cannot invest directly in an index.

Potentially Enhance Performance. As the chart at right shows, high-quality, developed foreign country bonds have outperformed comparable U.S. bonds in 5 of the past 9 years. Currency also influences foreign bond market performance and risks. When the U.S. dollar is strong, U.S. bonds may outperform. When the U.S. dollar is weak, bonds denominated in foreign currency may outperform. Having a mix of currencies may provide additional opportunities to enhance portfolio performance.

May Help Protect Value. Global investing may also help control the risk to principal from interest rate fluctuations. Holding a mix of bonds from different interest rate environments may help your portfolio weather a rise in U.S. interest rates.

MUTUAL FUNDS

Source: Bloomberg 10-year Government Yields

ING Funds was encountering a perception problem for their interna-tional funds among advisors and their Baby Boomer clients alike.While most understood that international funds were an importantportfolio component for the accumulation phase of retirement plan-ning, many felt uncomfortable utilizing them during the distributionphase, fearing excessive volatility would have a detrimental effect toretirement-funding portfolios.

ING Funds realized that this misconception must be countered withan education campaign, but also knew the challenges were great:

• Most prospects had no relationship with ING• Had to change client thinking, not fill a known need• Would most likely encourage future – not present – action

The e-mercial was an award winner at the 2008 Financial Communication

Society’s Annual Awards Gala.

http://primelook.net/ing/retirementincome/

http://primelook.net/ing/retirementincome/

John Hancock Funds is constantly working to reinforce its reputation among financial advisors for providing time-saving tools and products that allow themto spend more time building their practice.

JH Funds research showed that building customized proposals for each client was a drain on advisors’ time and resources, and so developed a tool called Portfolio Builder that allowed them to complete this task much more efficiently.

JH Funds initiated a national promotional campaign to introduce the new product.

Challenge:

PrimeLook was retained to create an e-mercial to help promote this new product to its distribution partners. The proposed design worked seamlessly with other promotional materials developed by JH Funds’ internal creative department and worked in two ways:

• explained the benefits of the new tool, and of working with JH Funds.

• showed how easy the tools is to use with a brief on-screen product presentation.

The e-mercial was delivered to advisors via e-mail link, andthe call to action was to encourage advisors to spend lessthan three minutes creating a sample proposal – to see forthemselves just how easy it is.

Solution: Result:


John Hancock Funds Product DemonstrationC

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Society’s Annual Awards Gala

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JH Funds maximized their chances of success in two important ways:

1. A majority of recipients had worked with JH Funds in the past, and so knew that the e-mail containing the Web link was an important – and non-spam –business communication.

2. There was a concise and measurable call toaction with a clear potential benefit toviewer.

As a result, client reported that the e-mercial generated a 36 percent click-through-rate, a marked increase intheir average 22-24 percent CTR for previous on-line promotions. The overall campaign allowed JH Funds to exceed theirgoal for sample proposals run by 235 percent.

http://www.primelookpresents.com/PV_Examples_WEB/JohnHancock/

http://www.primelookpresents.com/PV_Examples_WEB/JohnHancock/

OppenheimerFunds wished to promote their two asset allocation portfolios – Portfolio Builder and Portfolio Series – to advisors in a way that would show how theproducts could be put to work immediately with their existing clients... and give a reason for an all-important client touchpoint.

It was determined that an IRA Rollover Campaign wouldbe an ideal way to demonstrate to advisors the flexibilityand ease of incorporating OppenheimerFunds productsinto their clients’ investment portfolios.

Challenge:

PrimeLook was retained to develop a campaign themeand all marketing materials, including:• Advisor version of e-mercial• Client version of e-mercial• Client product brochures and sales materials• Advisor guide• Direct mail, promotional items• Packaging for above

Our solution was a lighthearted theme designed to equate“Rollover Relief” with “Rest and Relaxation”, a themethat resonated with advisors and clients alike.

Solution: Result:


OppenheimerFunds Sales CampaignC

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Financial advisors – like most prospects –value their time and prefer comprehensive solutions that make their job easier while making them look good to their clients. The campaign package was a striking andcomprehensive solution that made advisorseager to implement the program.

As a result, the client reported a more than50 percent increase in combined sales activity for the two products during the four-month campaign over the same time period in the previous year.


Society’s Annual Awards Gala.

Broker Version: http://www.primelookpresents.com/PV_Examples_WEB/OF_IRA_Rollover/ Client Version: http://www.primelookpresents.com/PV_Examples_WEB/OF_IRA_Rollover_CLIENT/

http://www.primelookpresents.com/PV_Examples_WEB/OF_IRA_Rollover/

http://www.primelookpresents.com/PV_Examples_WEB/OF_IRA_Rollover_CLIENT/

What is the purpose of e-mercials?Our twenty years of experience infinancial services marketing have shownus that most companies have a welldeveloped sales process, and are adept at creating effective sales materials likebrochures and fact sheets. The biggestchallenge is still driving prospects intothe sales process in the first place. TVads are still effective because they aremore engaging and memorable thanprint, but the great expense limits theiruse. But the other tools traditionally used to create awareness – direct mail,magazine ads and telemarketing – havehad a steady decline in effectiveness overthe last fifteen years as prospects nowprefer to receive their information on-line. We realized that a new tool wasneeded that combined the bestcharacteristics of the existing tools into a convenient and engaging on-lineexperience that today’s prospects prefer.

How long are they?Most e-mercials we have produced arebetween 30 and 180 seconds. We believe

that 90 seconds is an ideal length for ane-mercial… long enough to presentimportant benefits, but short enough to retain viewer attention. But even e-mercials as short as 30 seconds canprompt prospect action..

What kind of success metrics haveyou experienced?Our clients have reported client actionrates of 3–36% with our e-mercials, ascompared to 0.5–3% for direct mail. Butfor most users, the measure of success ismuch simpler. As one mutual fundmarketing client put it, “I don’t neednumbers to know it’s successful. Ourwholesalers are actually using it becauseit makes them look good. And thatmakes me look good!”

We use video ads, how are e-mercialsdifferent?E-mercials are Adobe Flash-based, which offers advantages over video:• Video ads are not interactive, so noclient interaction can take place within the presentation (you can’t have buttons or links within a video)

• Video ads cannot accommodatevariable text fields, so they can’t becustomized like Flash can (i.e.,personalized greeting, RSS feeds)

• Text is always crisp and readable inFlash, unlike video

• E-mercials are designed to be small insize, generally under 2.5 megabytes, sothey can be downloaded in the browserbefore viewing – they can then bewatched and replayed regardless ofInternet speed.

How much do they cost?There is a range in pricing, dependingupon length and complexity. They aresimilar in cost to popular printcollateral. Contact us for price quote.

We have an in-house interactivedepartment (or have relationship withinteractive agency), why usePrimeVision?•We specialize in producing theseawareness-building products thatrequire utilization and seamlesscoordination of many components andskill sets, including:

– Strategists– Script writers– Directors – Animators– Video production specialists– Programmers/IT developers– Illustrators– Professional voiceover talent– Music/sound engineers

• Our writers and strategists have earnedSeries 6, 7 and /or 63 licenses, so we understand financial servicesproducts and how they are sold. Wecan speak to your audience in a voicethey will understand.

• We have developed an efficientproduction process that allows us towork under challenging deadlines, aswell as provide very competitivepricing.

• We have received dozens of awards forcreative excellence for our e-mercials,including a “Best in Show” at therecent Financial CommunicationsSociety’s Awards Gala.


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