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[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.

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

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[NEW] Single-Topic Email | Politics & Markets

Politics and 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:

Continue reading [NEW] Single-Topic Email | Politics & Markets

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[NEW] Single-Topic Email | New Stimulus Deal (12/22/2020)

This stimulus deal has been a long time coming.

Clients and prospects alike will be looking for answers about what it means for them.

But it can be difficult to sit down and focus on client communication this time of year.

That’s why we did the research and put the email together for Snappy Kraken members.

More about this campaign:

Continue reading [NEW] Single-Topic Email | New Stimulus Deal (12/22/2020)

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[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.

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

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[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.

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

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[NEW] Single-Topic Email | Holiday Card

‘Tis the season 🎄

Help spread a little cheer with a simple yet elegant holiday card email to your clients and prospects.

With two design options to choose from, and personalizable text, it’s the perfect way to say thanks for being part of your advising family.

 

More about this campaign:

Continue reading [NEW] Single-Topic Email | Holiday Card

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[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: Continue reading [NEW] Personal Connection Video | Putting 2020 in Perspective

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[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:

Continue reading [NEW] Single-Topic Email | Warmest Wishes

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[NEW] Visual Insights Newsletter | 2020 Lessons Learned

Well… we’ve made it to December!

A global pandemic, a contentious election season, and regular market shockwaves have left us all a bit weary.

And while we may not know what 2021 will bring, there’s certainly plenty we can learn from this past year.

That’s the focus of our final Visual Insights Newsletter of 2020.

With attention-grabbing graphics, research-backed information, and timely messaging, this isn’t your run-of-the-mill newsletter.

Keep scrolling to learn more about how to excite both clients and prospects with this latest campaign release. Continue reading [NEW] Visual Insights Newsletter | 2020 Lessons Learned

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[NEW] Single-Topic Email | Thankful

This year has been… rough.

But it’s during the darkest times that light shines the brightest.

Be that light for your clients and prospects by showing them all that you’re grateful for, and encouraging them to do the same.

That’s what our latest Timely Email is designed to help you do.

Featured image from the “Thankful” Single-Topic Email

More about this campaign:

Continue reading [NEW] Single-Topic Email | Thankful