{"id":43279,"date":"2021-03-10T08:46:20","date_gmt":"2021-03-10T13:46:20","guid":{"rendered":"https:\/\/venngage.com\/blog\/?p=43279"},"modified":"2025-10-24T16:12:17","modified_gmt":"2025-10-24T20:12:17","slug":"case-study-venngage-lisg","status":"publish","type":"post","link":"https:\/\/venngage.com\/blog\/case-study-venngage-lisg\/","title":{"rendered":"How a Financial Consultancy 2x Their Revenue Using Venngage"},"content":{"rendered":"<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43292\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/Case_Study_Blog_Header.png\" alt=\"Case_Study_Blog_Header LISG\" width=\"800\" height=\"450\" \/><\/p>\n<h2>The Background<\/h2>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43310\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/Screen-Shot-2021-03-10-at-8.40.14-AM.png\" alt=\"LISG Case Study Landing Page \" width=\"800\" height=\"499\" \/><\/p>\n<p><a href=\"https:\/\/www.lifeinsurancestrategiesgroup.com\/\">Life Insurance Strategies Group<\/a> is a high net worth life insurance consultancy. They consult for high net worth individuals looking to life insurance solutions for their planning needs as well as for life insurance carriers and producers who distribute life insurance plans and products.<\/p>\n<p>In addition, they are a content marketing agency for their clients in this niche space.<\/p>\n<p>Pete Dziedzic is the General Counsel and Chief Operating Officer at Life Insurance Strategies Group. He oversees marketing and content creation, along with Legal, People and IT for the company.<\/p>\n<p>Pete is responsible for building the Life Insurance Strategies Group brand and providing impressive, valuable marketing for the consultancy. <strong>He also developed its content marketing service which generates half the consultancy\u2019s revenue.<\/strong><\/p>\n<p>Pete\u2019s not a designer and doesn\u2019t have a design team (or marketing team) at his disposal. Still, he was able to create highly professional marketing materials that elevated Life Insurance Strategies Group\u2019s brand and reputation &#8211; using Venngage.<\/p>\n<p>Check out his journey below.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43287\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/LISG_Case_Study_Infographic.png\" alt=\"LISG_Case_Study_Infographic\" width=\"800\" height=\"5565\" \/><\/p>\n<h3 style=\"text-align: center;\">Get started with Venngage for Professionals today.\u00a0Discover features that will help you develop a recognizable brand, present complex information, and win clients over with professional designs.<\/h3>\n<p><center><a href=\"https:\/\/venngage.com\/blog\/business?utm_source=blog&amp;utm_medium=cta&amp;utm_campaign=case_study\" target=\"_blank\" rel=\"noopener\"><br \/>\n<button class=\"btn-cta\"><b>Venngage for Professionals<\/b><\/button><\/a><\/center><\/p>\n<h2><b>The challenge<\/b><\/h2>\n<h3><strong>Creating professional marketing materials to grow a business and brand<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Pete recalls the very day he knew he needed a simple design solution.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Life Insurance Strategies Group was going to speak at a conference and Pete wanted to provide one-page handouts to attendees about their consultancy. It was an easy way to promote the operation, but his options seemed limited.<\/span><\/p>\n<blockquote><p>\u201cYou can\u2019t really put something like that together on a word processor, it\u2019d look terrible. So I needed to find a platform that would let me create sharp, professional content that looks good printed.\u201d &#8211; Pete Dziedzic<\/p><\/blockquote>\n<p>Hiring a designer was a costly and time-consuming option, and a freelancer may have had mixed results. With previous marketing experience, and an eye for good design, Pete knew the types of things he wished to create.<\/p>\n<p>After a quick online search, he saw Venngage\u2019s templates and decided to try it out.<br \/>\nWith its vast template library, ease of use and convenient features, Pete found himself using Venngage for all of the consultancy\u2019s marketing collateral.<\/p>\n<h2>The Solution<\/h2>\n<h3>Venngage allowed Pete to design content that impressed clients and presented a strong brand.<\/h3>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43288\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/Plain_Quote_1-LISG-Case-Study.png\" alt=\"Plain_Quote_1 LISG Case Study\" width=\"800\" height=\"419\" \/><\/p>\n<blockquote><p>\u201cVenngage is much more than just an infographic-maker, it\u2019s the go-to content creation tool.\u201d &#8211; Pete Dziedzic<\/p><\/blockquote>\n<p>Pete used Venngage to visualize the complex high networth life insurance space that clients had to navigate. He was able to demonstrate expertise and build trust instantly.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43284\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/Feature_Quote_1-LISG-Case-Study.png\" alt=\"Feature_Quote_1 LISG Case Study\" width=\"800\" height=\"419\" \/><\/p>\n<blockquote><p>\u201cLife insurance in the high networth space is like a \u2018black box\u2019. There are a lot of structures and moving parts, and it would take three or more paragraphs to describe something specific. But when you can just show clients a visual, highlight how things work step-by-step, you really help them understand something complicated.\u201d &#8211; Pete Dziedzic<\/p><\/blockquote>\n<p>Here are a few examples of visuals Pete has created using Venngage. These include LISG assets, as well as assets created for clients.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43300\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/First-one-sheet.png\" alt=\"Case Study LISG One Pager\" width=\"800\" height=\"1035\" \/><\/p>\n<p><center><a href=\"https:\/\/venngage.com\/templates\/brochures\" target=\"_blank\" rel=\"noopener\"><br \/>\n<button class=\"btn-cta\"><b>See Brochure Templates<\/b><\/button><\/a><\/center><\/p>\n<p>Above is the one-pager Pete was able to design and print off to distribute at\u00a0an upcoming conference.<\/p>\n<p>Below is a client process infographic that LISG shares with their new clients.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43299\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/Client-Process.png\" alt=\"Case Study LISG Client Process Infographic\" width=\"800\" height=\"1470\" \/><\/p>\n<p><center><a href=\"https:\/\/venngage.com\/templates\/infographics\/process\" target=\"_blank\" rel=\"noopener\"><br \/>\n<button class=\"btn-cta\"><b>See Process Infographic Templates<\/b><\/button><\/a><\/center><\/p>\n<p><span style=\"font-weight: 400;\">And these following designs were created specifically for LISG\u2019s clients: <\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43301\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/Leyden-Succession.png\" alt=\"Case Study LISG Process Diagram Leyden Succession\" width=\"800\" height=\"1035\" \/><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43302\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/white-paper-1-01.png\" alt=\"white paper example case study LISG\" width=\"800\" height=\"1035\" \/><\/p>\n<p><center><a href=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/white-paper-1.pdf\" target=\"_blank\" rel=\"noopener\"><br \/>\n<button class=\"btn-cta\"><b>See Complete White Paper<\/b><\/button><\/a><\/center><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43304\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/White-paper-2-1.png\" alt=\"White paper 2 Case Study LISG\" width=\"800\" height=\"1035\" \/><\/p>\n<p><center><a href=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/White-paper-2.pdf\" target=\"_blank\" rel=\"noopener\"><br \/>\n<button class=\"btn-cta\"><b>See Complete White Paper<\/b><\/button><\/a><\/center><\/p>\n<p>Infographics, blog visuals, white papers, presentations, client pitches &#8211; Pete was able to design them all through Venngage. With an engaging approach to marketing and communicating visually, Life Insurance Strategies Group was able to stand out in a space that traditionally wasn\u2019t sleek or stylish.<\/p>\n<p>Pete\u2019s marketing materials got a lot of attention and praise from their clients. It turned out that many clients actually had a similar need for marketing and branding, but did not have the time or means to create their own.<\/p>\n<p>This unmet need led to Life Insurance Strategies Group providing content marketing services. In addition to marketing support, they also educated clients on important financial tools such as <a href=\"https:\/\/choicemutual.com\/blog\/mortgage-life-insurance\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #000000;\">mortgage life insurance,<\/span><\/a>\u00a0helping them understand how such coverage can protect their families and assets in times of uncertainty.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43285\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/Feature_Quote_2-LISG-Case-Study.png\" alt=\"Feature_Quote_2 LISG Case Study\" width=\"800\" height=\"419\" \/><\/p>\n<blockquote><p>\u201cWe never intended to create a marketing agency, but clients were so impressed with our own marketing materials that they asked us to create things for them too!\u201d &#8211; Pete Dziedzic<\/p><\/blockquote>\n<p>Life Insurance Strategies Group can create a whole suite of marketing assets through Venngage.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43289\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/Plain_Quote_2-LISG-Case-Study.png\" alt=\"Plain_Quote_2 LISG Case Study\" width=\"800\" height=\"419\" \/><\/p>\n<blockquote><p>\u201cThe library of templates is really helpful. You choose something you like and run with it, and the templates are easy to brand and create content with. They\u2019re also a great starting point for design inspiration.\u201d &#8211; Pete Dziedzic<\/p><\/blockquote>\n<p>Beyond the templates library, Venngage\u2019s simple features helped to elevate the Life Insurance Strategies Group brand.<\/p>\n<p>With <a href=\"https:\/\/venngage.com\/blog\/my-brand-kit\/\" target=\"_blank\" rel=\"noopener\">My Brand Kit<\/a>, Pete easily applies their consultancy\u2019s logo, <a href=\"https:\/\/venngage.com\/blog\/brand-colors\/\">brand colors<\/a> and brand fonts to any assets he creates. This helps him to showcase a strong, cohesive brand. He even created a brand style guide using Venngage!<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter size-full wp-image-43306\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/LISG-Brand-Guide-01.png\" alt=\"LISG Brand Guide-01\" width=\"2200\" height=\"1700\" \/><\/p>\n<p><center><a href=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/LISG-Brand-Guide.pdf\" target=\"_blank\" rel=\"noopener\"><br \/>\n<button class=\"btn-cta\"><b>See Complete Style Guide<\/b><\/button><\/a><\/center><\/p>\n<p>Neat features like the <strong>print bleed option<\/strong>, allows Pete to go that extra step and provide added value. With a click in the editor, he can apply a print bleed to any design so that it\u2019s print-ready.<\/p>\n<blockquote><p>\u201cSmall things like being able to apply a print bleed lets us look like design professionals for our clients. When I can send my clients their digital version and a print version, it\u2019s a value-add for them &#8211; they\u2019re impressed and happy with the level of service they\u2019re getting.\u201d &#8211; Pete Dziedzic<\/p><\/blockquote>\n<p>Venngage also allows Pete to ramp up his productivity and stay organized.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43290\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/Plain_Quote_3-LISG-Case-Study.png\" alt=\"Plain_Quote_3 LISG Case Study\" width=\"800\" height=\"419\" \/><\/p>\n<blockquote><p>\u201cIt\u2019s so easy to scale design production, too. I save our client content as templates and then rather than start from scratch for future designs, I have my own library of templates organized in folders for each client. It\u2019s so quick, saves so much time for me and it always looks professional.\u201d &#8211; Pete Dziedzic<\/p><\/blockquote>\n<p>With Venngage\u2019s ease of use and versatility, Life Insurance Strategies Group was able to level up their marketing in no time.<\/p>\n<h2>The Results<\/h2>\n<h3><strong>Using Venngage, Life Insurance Strategies Group doubled their revenue.<\/strong><\/h3>\n<blockquote><p>\u201cThis is an industry that\u2019s conservative and old-fashioned. We used Venngage to create marketing materials that looked clean, modern and fresh, and that really attracted attention. It made us stand out from our competitors.\u201d &#8211; Pete Dziedzic<\/p><\/blockquote>\n<p>Through consistent branding and design quality, Pete was always able to present a professional, engaging brand at every step. The impact was very real, with referral business growing significantly.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43291\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/Plain_Quote_4-LISG-Case-Study.png\" alt=\"Plain_Quote_4 LISG Case Study\" width=\"800\" height=\"419\" \/><\/p>\n<blockquote><p>\u201cWhen you get a new customer it\u2019s always a good thing. But there\u2019s something sweeter about getting a customer that\u2019s a referral. It tells me our clients are happy, and that they\u2019re telling people about us. It reminds me that we have a strong reputation.\u201d<br \/>\n&#8211; Pete Dziedzic<\/p><\/blockquote>\n<p><strong>More than that, Life Insurance Strategies Group was able to establish a completely new stream of revenue for their business (and added value for their clients).<\/strong><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-43286\" style=\"border: 2px solid #ddd;\" src=\"https:\/\/venngage-wordpress.s3.amazonaws.com\/uploads\/2021\/03\/Feature_Quote_3_LISG-Case-Study.png\" alt=\"Feature_Quote_3_LISG Case Study\" width=\"800\" height=\"419\" \/><\/p>\n<blockquote><p>\u201cWe created marketing materials, in Venngage, to market ourselves initially. But then clients saw what we were creating and wanted us to design their marketing materials, too. This content creation side of things generates half of our business now, and it\u2019s our way of giving something to our clients that no one else really has or does.\u201d &#8211; Pete Dziedzic<\/p><\/blockquote>\n<p>Life Insurance Strategies Group is able to provide a comprehensive set of services, unlike their competitors, and deliver far more value to their clients. It\u2019s what keeps them winning as a team, and allows them to stand out from the crowd.<\/p>\n<blockquote><p>\u201cWe\u2019re able to create things that just look better, and we stand out. In many ways, we\u2019re seen as a go-to solution for marketing content in this setting.\u201d &#8211; Pete Dziedzic<\/p><\/blockquote>\n<h2>Professional branding and multi-channel marketing, all in one solution.<\/h2>\n<p><center><a href=\"https:\/\/venngage.com\/pricing\" target=\"_blank\" rel=\"noopener\"><br \/>\n<button class=\"btn-cta\"><b>See Venngage Plans<\/b><\/button><\/a><\/center><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Background Life Insurance Strategies Group is a high net worth life insurance consultancy. They consult for high net worth individuals looking to life insurance solutions for their planning needs as well as for life insurance carriers and producers who distribute life insurance plans and products. In addition, they are a content marketing agency for [&hellip;]<\/p>\n","protected":false},"author":59,"featured_media":43292,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false},"categories":[192],"tags":[486,488],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"description\" content=\"Life Insurance Strategies Group has become a reputable financial consultancy. It took industry expertise and high-quality marketing with Venngage.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/venngage.com\/blog\/case-study-venngage-lisg\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"This Financial Consultancy 2x Their Revenue Using Venngage\" \/>\n<meta property=\"og:description\" content=\"Life Insurance Strategies Group has become a reputable financial consultancy. 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