Studio d caters to the graphic design and marketing communications needs of busy business owners and marketing managers with a full range of creative services, communications tune-ups and consulting.
Conveniently located in downtown Mt. Prospect, Illinois...but our favorite place is working shoulder to shoulder with clients to bring ideas to life and products to market.
Value Proposition canvas- Customer needs and pains
Studio D Consulting & Creative Portfolio
1. Introducing… studio d consulting & creative
• marketing communications
• graphic design
• marketing programs
For more information please contact Dorothy Ryan
dorothyryan@insidestudiod.com
phone: 847.309.8686
fax: 866.400.7921
2. building a brand
on the web
Home page banner Facebook page banner ad
In print 305 N. Eric Drive, Suite F • Palatine, IL 60067
A division of KERR MECHANICAL CORPORATION
Intelligent Plumbing Services
305 N. Eric Drive
Palatine, IL 60067
305 N. Eric Drive
Palatine, IL 60067
Business cards include Thank you!
customer referral program
on back of cards
Customer follow-up program
Flyers/coupons/promotions
on the road
3. Company Identity
Leave it to Trish provides personalized project
Tricia Goldfarb planning coordination services with practical
personal project manager
Place
workflow architect solutions for helping families, individuals and dubon 5
521 Au rk, IL 6003
nd Pa
Highla
organizations gain time, space, balance and
847.452.6759
trish@leaveittotrish.com happiness in their everyday lives.
time space balance happiness
w w w. l ea v ei tto tri s h. c o m
December 27, 2011
Studio D Consulting Creative
200 E. Evergreen Avenue
Mount Prospect, IL 60056
Dear Dorothy;
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s.
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lectorum. Mirum est notare quam littera gothica, quam nunc putamus parum
Sincerely,
Tricia Goldfarb
Personal project manager
Phone number
Email address
Leave it to Trish
Address if you want to include it.
521 Audubon Place
HIghland Park, IL 60035
Branding, positioning, company identity
7. Direct Mail
I N V I TAT I O N
Please join us for… T H E M O S T I M P O R TA N T
SALES EVENT OF THE YEAR
THE MIBS-HUMANA
KICK OFF MEETING
DECEMBER 19, 2003
Seminar Invitation
Email Blast/Event Promtion
Self Mailer/
Recruiting
Mailer
8. Advertising
Introducing…a new level of
convenience and service
for Mutual Trust Policy Owners…
Share the health spread the glow with
Online POLICY MANAGER
at www.MutualTrust.com
Secure, direct access to the
details of your MTL Insurance
Company whole life and
deferred annuity policies.
for The Wellness Center
and Reflections Spa
Gift certificates may be used for:
• Personal Training packages
• Fitness memberships,
Check your coverage information Special programs and classes
• Pro-Shop apparel and equipment
Monitor your policy and loan values • Reflections Spa services, including
View your current and past statements massage, manicures, pedicures, facials,
body wraps, spa day packages and more.
Download routine service forms
Communicate with your agent. Gift certificates are festively wrapped and
ready for gift giving. Available in the front
It’s easy to register. lobby or from the Spa Concierge outside
Reflections Spa, on the second floor of
The Wellness Center.
Go to www.mutualtrust.com and click on “New User Registration.” (Only the policy
owner may register.) You will be asked to enter your policy number, social security
number or tax identification number, zip code and date of birth. Next you will be prompted
to create your user ID and password and you will have immediate access to your policy
information. Only one registration is required to give you access to every MTL Insurance
Company whole life policy and deferred annuity that you own.
Start using Online POLICY MANAGER today at
www.mutualtrust.com
Ready, Set, Wrap!
Prepare NOW for a Beautiful
Holiday Season.
FREE Gift Wrapping Demo
Saturday, Oct. 25 – 1:00 PM
Learn the tips and tricks you need to put the finishing
Save
touch on all your gift wrapping. Discover the simple
beauty of using our colorful raffia, natural papers,
gift tags accessories. Stock up now and save!
15%
On all gift wrap
papers, ribbons,
Enter our Gift Wrap Giveaway! and gift wrap
One lucky attendee will win a gift bag filled with our accessories
unique ribbons and papers ($25 value). Register to win! (Oct. 25 only)
This is not your ordinary card shop.
EARTH FRIENDLY CHOICES
Cards and Gifts
E AR T
IC E S
157 N. Evergreen, Arlington Hts.
Phone: 394-2050
HO
FR
I E N D LY C
H
Hours: M, Tu, W, F, 9-7, Th 9-8, Sat 9-5, Sun 10-3
Cards and Gifts Free parking garage 1/2 block north
10. Identity Brochure
“ While product selection,
value and performance
drive life insurance
purchasing decisions, we
believe how customers are
treated after the sale is
equally important.
“
EA RN I N G YO U R T R U S T IS O U R WAY O F L IF E
1200 Jorie Boulevard
Oak Brook, Illinois 60522-9060
Toll free number 800.323.7320
www.mutualtrust.com
MTL Insurance Company
MTL Equity Products, Inc.
MTL Agency, Inc.
From the beginning, founded on trust Getting to know us
Mutual Trust Financial Group serves as the
In 1883, a group of Galesburg, Illinois residents gathered at the schoolhouse of the First Lutheran Church,
umbrella for MTL Insurance Company,
united in a single purpose: to create a trustworthy, rock-solid source for life insurance. From this meeting, MTL Equity Products, Inc., and MTL Agency, Inc. Working together, our member
the Scandinavian Mutual Aid Association was born. Two decades later, the fledgling organization would be companies provide a full spectrum of quality insurance and investment products, meeting
the financial security and retirement planning needs of individuals and businesses.
incorporated, restructured as a mutual legal reserve company, and renamed Scandia Mutual Life Insurance Company.
The founders believed that by operating fairly and honestly,
they would forge a strong, principled organization that could ably MTL Insurance Company, the flagship of Mutual Trust Financial Group, develops, underwrites, and services
individual life insurance and annuities. Known as “The Whole Life Company,” its specialty is participating whole
fulfill its commitments to policyholders. In 1905, the company’s
life insurance, the foundation of sound financial planning. Our record of paying dividends is flawless: more than 97
mission bore fruit as the first policies were issued.
consecutive years and counting! MTL Insurance Company also offers universal life insurance, term life insurance,
Over the course of the next 100 years, the company and annuities to individuals, families, and businesses.
grew steadily—prudently navigating world events, changing
Corporate Identity Brochure technologies, shifting markets, and growing government
regulation. Guided by its commitment to integrity and
MTL Equity Products, Inc., a registered broker-dealer, provides insurance agents with easy, convenient access
to outstanding mutual funds, stocks, bonds, and variable products so they can best serve their clients’ diverse
investment and financial planning goals. MTL Equity Products, Inc., is a member of the National Association of
policyholder care, it earned the respect of agents and
Securities Dealers (NASD) and the Securities Investor Protection Corporation (SIPC).
policyholders nationwide. In 1918, policyholders confirmed their faith
in the company, unanimously approving its name change to Mutual Trust Life Insurance Company. With this act,
MTL Agency, Inc., provides agents with access to an extended range of products, offered by carefully
they also voiced their trust in the company’s future. selected strategic partners. In addition, MTL Agency, Inc., performs a valuable service: helping agents secure coverage
In 1999, the still-growing organization was converted to a mutual holding company. As such, Mutual Trust for hard-to-place impaired risk cases by directing them to partners who specialize in highly rated and declined cases.
Holding Company owns MTL Holdings, Inc., the parent of MTL Insurance Company, MTL Equity Products, Inc., Today, Mutual Trust Financial Group is a thriving, competitive organization with an impeccable reputation
and MTL Agency, Inc. throughout the financial services marketplace. Licensed in 47 states and the District of Columbia, we have grown
in sales and distribution every single year since 1904. An industry leader, Mutual Trust Financial Group is a charter
Five years later, the prosperous, vibrant financial services company adopted the name Mutual Trust Financial
member of the Insurance Marketplace Standards Association (IMSA), an organization that fosters consumer trust
Group to better reflect the ever-expanding portfolio of products and services. in the life insurance industry by requiring the highest ethical standards of its members.
1904 1905 Life
Expectancy
1919 1925
Edwin A. Olson The first 12
Company name Mutual Trust
wrote the state policies were
1905 changed to adopted the Old
charter issued to issued on May
Men: Age 46 Mutual Trust Faithful logo and
Scandia Mutual 26, for a total of
Women: Age 47 Life Insurance the motto “As
Life Insurance $17,500.
1916 Company. Life faithful as Old
Company of
Mutual Trust insurance in Faithful.”
Chicago on
issued the first force reached
December 5, 1904.
juvenile policy $50 million.
and became
In 1905, insurance in force was $450,000. the first company
By the end of 1908, life insurance in force to issue a policy 1930–1934 3
was over $10 million. at birth. Throughout the years of the Great Depression, Mutual Trust met all cash
2
demands without borrowing a dollar or selling any securities.
11. Financial Report
Financial Report
Third Quarter 2005
OUR STRENGTH IS IN OUR NUMBERS
“Earning Your Trust is Our Way of Life.” TM
12. Recruiting Kit
Front cover Back cover
MTL GA Recruiting Kit Components 4/1/04
Inside
top flap
Inside
pocket with
business
card
placement
seize the
Tabbed dividers
to be placed inside
opportunity
pocket.
Enclosed you’ll find
Front cover Back cover
your MTL contract,
compensation schedules
everything you need
to become a general agent
with MTL.
Since 1904
Inside
14. Extending the Brand
T h e We l l n e s s C e n t e r
centered on you
Summer Memberships
Call today for great low rates
per fec t for students | snowbirds | teachers | summer training
Enjoy all the benefits of membership including: full-size gymnasium | aquatic center | suspended track | wide range of free weights, weight resistance
and cardiovascular machines | personal TV viewing screens | group exercise classes, including yoga and Pilates, free for members. Personal trainers, spa
and childcare services available. Sign up for summer ZUMBA classes!
Call today for more information:
.
847.618.3620
900 West Central Road • Arlington Heights, Illinois 60005
www.nch.org/wellness
Newspaper Insert
t i me f l i es !
Dear Wellness Center Member: Date: ____/____
As part of our effort to help you meet your fitness goals, The Wellness Center encourages
you to participate in ongoing fitness assessments at three months and one year. These
assessments are provided free of charge and provide a great opportunity to measure
your fitness progress, re-evaluate your goals, and help keep you motivated. It is now time
for your __ 3-month __ 1-year reassessment. To take advantage of this opportunity,
schedule your appointment* today at the Fitness Desk or call 847.618.3610.
Sincerely,
Wellness Center Fitness Staff
*Please allow 30–60 minutes for
your appointment.
Member Communications
24 X 36 Fabric Banner
15. Corporate Communications
Stepping Stones to Success
Stepping Stones to Success
Stepping Stones to Success
CLASSES FOR NEW EMPLOYEES
TOOLS FOR NEW MANAGERS
Discover Learning Center (DLC) online is a learning management system that gives you the necessary tools to enrich the
quality of your work. DLC puts you in control of your own growth and success. The DLC allows you to: Human Resources Forms Policies and Procedures
Paper-based human resources forms are located You can obtain online information about company-
• Access the Discover Network Core Curriculum Modules on the forms page of the intranet site, wide policies such as:
• Create your own Individual Development Plan Morgan Stanley i.
• Cellular Telephones
• Review and plan your training history The forms include:
• Register for Instructor-led courses • Code of Conduct
• FMLA Forms and procedures
• Participate in online, self study learning • Code of Ethics
• Employment Requisition Form to initiate a new job
Visit the DLC today at Discover TodayApplicationsDLC Learning Center. • Contracts
opening
• Employee Handbook
• Personnel Change Notice (PCN) to change
salary, status and other information • Tax Policy on Contests and Awards
REQUIRED CLASSES
As a new employee of Discover Network, you will be scheduled automatically to attend the following classes: • Tuition Reimbursement Forms and procedures • Vendor Endorsements
Leadership I Workshop You can access this intranet site by going to • Policies and Procedures Manual
This 2-day highly interactive workshop focuses on teambuilding, leadership and desired behaviors within the Discover TodayEmployee CornerEmployee
Go to Manager CentralPolicies and Procedures.
corporate culture. CentralManager CentralHuman Resources
Forms. The entire Policies and Procedures manual can
Discover Card: Our Company, Our Competitors and Our Industry
be viewed in Manager Central by clicking on
This 7-hour course utilizes both instructor-led and online simulations. Modules include The Cardholders and Discover
Employee Opinion Survey Management References.
Network Merchant Life Cycle, Industry Trends, and How DFS Generates Income.
Conducted by the Gallup Organization, the
Cancellation Policy Employee Opinion Survey (EOS) identifies areas Other Destinations
If you are unable to attend a required class on your assigned date, you must cancel at least 10 business days prior to of strength as well as opportunities throughout our Manager Central also provides important
the class date. Please send an email to learningmailbox@dfsi (with a copy to your manager). If you do not cancel your organization. You and your team members have the information on the following topics:
class, your cost center will be charged the class fee or $150, whichever is higher. You will need to register for the class chance to make your opinions count. Information
at a later date. • Hiring Policy
regarding the EOS and valuable planning tools can
be found by going to Discover TodayEmployee • Alternate Working Arrangements
CornerEmployee CentralManager
• Workweek Policy
RECOMMENDED CLASSES CentralEmployee Opinion Survey.
New employees will benefit from participation in the following classes. You may register for the following classes at • Employee Classification
the Discover Learning Center Discover TodayApplicationsDLC Learning Center. Merit Increase Charts
• Work/Family Policies
Merit increase charts provide guidelines for merit
Performance Management Curriculum salary increases. They can be accessed by going • Medical Leave/Maternity
Performance management has become increasingly important to our organization. This online course helps you to Discover TodayEmployee CornerEmployee
make the best use of techniques and strategies that have proven effective. You will be introduced to the basic • Paternity
CentralManager CentralMerit Increase Charts.
concepts of performance management and given information needed to complete the entire learning package. • Bereavement
Access this online course at Discover TodayApplicationsPerformance Management Curriculum. Performance Evaluations
A guide to conducting performance evaluations • Attendance
Rapid Repay Training
is located on Discover TodayEmployee • Dress Code
Rapid Repay is the fully automated, 100% paperless employee reimbursement system that handles all
CornerEmployee CentralManager Central
reimbursements to you and approval of expenses. Rapid Repay also imports all of your corporate card charges. • Holidays
P/EManagers Guide to Performance Evaluation.
This 1 ½-hour, instructor-led session provides a general overview of the Rapid Repay system.
• Termination
Online instruction is also available at Discover TodaySite MapAccounts PayableRapid Repay.
• Workers Compensation
Lotus Notes Tips, Tools and Timesavers
• Much, much more
Lotus Notes is the Company’s email and calendar software. This 2-hour, instructor-led course highlights many
features of Lotus Notes that can save you time and enhance your productivity. Included are tips for efficiently using Click on the Other Destinations tab on top of
Mail, Calendar, Address Books and Preferences. Manager Central.
Continues
NET Tools New Managers 3/05
Toolkit Activities
Encourage your new employee to complete the following activities:
Access DLC and ensure that their manager’s name is accurate.
Open and respond to meeting invitations in their Lotus Notes mailbox. Stepping Stones to Success
Ask the department’s assistant to review admin responsibilities and processes.
Review the online Rapid Repay instructions.
Call Carlson Wagonlit Travel to set up their travel profile.
Surf the Discover Network website.
Notes:
___________________________________________________________________________ Congratulations
___________________________________________________________________________
___________________________________________________________________________ You’ve added a new team member!
___________________________________________________________________________ To assist in getting your new employee off to a positive,
productive start, Discover Network Training and Development
___________________________________________________________________________ has prepared this Hiring Manager Checklist for you and the
Network Employee Toolkit for your new employee.
On-boarding materials for
___________________________________________________________________________ The checklist will guide you through getting ready for the new
employee, what to do in the first week and recommended
meetings and assignments to help the employee become more
___________________________________________________________________________
effective on-the-job in a shorter period of time.
new employees: Program name,
The Network Employee Toolkit contains Network specific
___________________________________________________________________________
information and guides supplemental to the New Employee
Orientation (NEO).
___________________________________________________________________________
logo and identity
Hiring Manager Checklist
Stepping Stones to Success
NET Hiring Manager Checklist 3/05