Jan 14, 2021 By Tyler

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | The Sensitive Truth About Aging

Most retirees will eventually need some form of long-term care (LTC) as they age. But most of them don’t have a solid plan for funding it. 

With this campaign, you can give your prospects a tool to help them think about the questions they should be asking now about their future LTC needs. This opens the door for LTC planning conversations, with you positioned as the expert to guide them through their next steps.

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Jan 12, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Politics & Markets

Markets rallied to new records the same day that protestors stormed the Capitol building.

How does that happen?

And what does a Democrat-controlled White House and Congress mean for my investments?

Both your clients and prospects are asking these questions and more.

Our latest timely email answers them while helping put your contacts’ minds at ease.

More about this campaign:

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Dec 31, 2020 By Kyle

Marketing, Video

Level Up Your Video Skills In 2021

2021 is that you?

As we embrace the new year, let’s give a shoutout to how much weight video pulled this past year.

We’ve seen increases of video creation (and consumption) in marketing, client engagement, and many more facets of day-to-day life.

The demand for video keeps growing. Whether you want to get your groove back or continue to level up, these 4 articles will keep you motivated.
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Dec 23, 2020 By Tyler

Campaign Releases, Visual Insights Newsletters

[NEW] Visual Insights Newsletter | Setting Goals in Uncertain Times

Remember that laundry list of things you wanted to do and learn when stay-at-home orders were first put in place?

Is that list still full?

We get it, setting goals in the middle of a pandemic can be… tough.

But it’s not impossible.

And that’s what we built our most recent Visual Insights Newsletter about.

Keep scrolling to learn how you can catch prospects’ attention and help them plan for the new year with our latest VIN.

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Dec 15, 2020 By Tyler

Behind the Campaign

Behind the Campaign: Visual Insights Newsletters

You know those bland newsletters that you keep forgetting to unsubscribe from?

Everyone else gets those too, including your prospects and clients. There’s a lot of noise when it comes to newsletters.

That’s why we set out to make a newsletter like no other.

With eye-catching graphics, information backed by hours of research, and professional copywriting, our Visual Insights Newsletters are anything but average.

However, getting attention isn’t the be-all and end-all…it’s simply a means toward meaningful connections that drive business.

One of our snappy members, Cleve, said it best: Read more

Dec 11, 2020 By Tyler

Campaign Releases, Lead Generation

[NEW] Lead Gen Campaign | The Ugly Truth About Managing Your Company’s 401(k)

Does your business have a niche? One huge market to consider is business 401(k) advice. Most companies offer a 401(k) plan to employees, but decision-makers rarely have a firm grasp on available plan choices, compliance, and — significantly — the consequences of potential mistakes.

Our latest lead-generation campaign, The Ugly Truth About Managing Your Company’s 401(k), explores threats and opportunities for plan managers to consider while highlighting the benefits of consulting with a financial adviser.

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Dec 4, 2020 By Tyler

Campaign Releases, Personal Connection Videos

[NEW] Personal Connection Video | Putting 2020 in Perspective

2020 has been, well, a lot.

Financial and political turbulence, a global health emergency, nationwide protests, the list goes on.

And all this has left your clients and prospects a little uneasy.

Use our latest Personal Connection Video to share 3 lessons with them to help them keep perspective on the year that was, and be stronger facing what’s to come.

Not sure how it works? Check out this video overview of our Personal Connection Videos: Read more

Dec 2, 2020 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | Warmest Wishes

The holiday season is upon us!

And while this year may be anything but normal, heartfelt season’s greetings are still in style.

That’s why our latest customizable single-topic email helps you send clients and prospects your warm wishes (while also looking at the year to come).

And it features this nice little GIF:

More about this campaign:

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