[NEW] Annuities and Guaranteed Income - Lead Generation Campaign for Financial Advisors

27 Nov, 2022 BY Nicolle Cruz

Annuities & Guaranteed Income - BLOG HEADER


Attract fresh prospects by offering a compelling downloadable resource as part of a campaign that includes a lead-capture landing page, prospecting emails, social media posts, and optional Facebook ads. Consider personalizing the follow-up emails to engage with prospects.

Do you want to connect with prospects over 50 with less than $1 million in investments? This campaign is for you.

Can I still retire if the markets drop?

How will my retirement income be affected if a recession hits?

Should I push back my retirement or take another job?

These are some of the worrying thoughts that swirl through the minds of your retired and pre-retiree prospects. 

Creating a stable income in retirement is a real concern for many – especially with current inflation and market volatility. 

Cut through the noise and attract fresh prospects with a campaign that offers the free guide: 

Retirement Income “Shock Absorbers” – 3 Reliable Strategies Used by Smart Investors

Inside the guide, prospects will discover: 

  • “Smooth ride” strategies to gain financial confidence (without sacrificing long-term growth)
  • How to avoid costly mistakes many investors age 50+ make before, during, and after retirement
  • “Secret” retirement income opportunities they may qualify for – that are hiding in plain sight

Nurture existing prospects by highlighting the reliable strategies they can use to make their retirement investments more stable, emphasizing your ability to help them make critical choices. The lead magnet is designed to be “precisely vague” by providing good advice while opening a loop with critical questions a prospect must work with you to resolve.

Drive traffic with prospecting emails, social media posts, and optional Facebook ads. The campaign copy builds urgency by highlighting the time-sensitive nature of investing for retirement and the importance of adopting savvy strategies.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel with follow-up emails that position you as the source for help and offering a free appointment to discuss their retirement questions. Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.


The campaign publishes content over 4 weeks.

Use this campaign if you have an email list of prospects or a social media following.


The campaign delivers the following:

  • 3 broadcast emails promoting the value of the free guide
  • 12 social media posts that automatically post to your social media accounts over 4 weeks
  • 1 landing page offering the free guide while capturing a prospect’s name & email address
  • 1 opt-in confirmation email
  • 2 opt-in follow-up emails
  • 1 confirmation page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website
  • 1 appointment confirmation email
  • Website Widget

More about this campaign for Financial Advisors:

Title: Annuities and Guaranteed Income

Type: Lead Generation Campaign

Description: Do you want to connect with prospects over 50 with less than $1 million in investments? This campaign is for you.

Target Audience: Prospects 

Primary Outcome/Action: Get noticed and earn contacts

Running Time: 4 weeks


Updated LG Diagram Image


Interested in seeing how one of our Lead Generation campaigns is made? Check out this episode of Behind the Campaign.

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