Case Study: Lowell Newman builds a stronger brand and reaches ultra-high-net-worth advisors with Simply180

A Simply180 Case Study

Lowell Newman grows trust with Simply180 through videos, articles, and conference marketing

Lowell Newman, a firm specializing in life insurance for ultra-high-net-worth individuals, needed to build credibility and convince a highly specialized and skeptical audience of top-tier financial advisors to adopt their services. They partnered with the branding agency Simply180 for a comprehensive solution including brand positioning, messaging, and identity design.

Simply180 developed a new brand identity and built a resource-rich website designed to be both exclusive and accessible. They established their client as subject-matter experts through content marketing, video production, and event marketing support for prestigious conferences. While specific ROI figures are confidential, the results were highly successful, with the client reporting that everybody involved was happy with the outcome.


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