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[NEW] Lead Gen Campaign | College Opportunity

Most parents want the best for their children, and often that includes a college education. But even high-net-worth parents can struggle with planning for college expenses, especially if they’re also saving for their own retirement or assisting their own parents as well.

Give this target market a compelling decision-making tool that opens the door to conversations about college planning: Propel Your Child Toward Boundless Opportunities: 3 Strategies to Start Right Now.

Featuring 32 “must-ask” questions, this guide provides 3 strategies that parents can implement right away to plan for their child’s future — no matter when they start saving.

 

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[NEW] Personal Connection Video | Cryptocurrency

Is it a fad? The future? A dangerous frenzy?

Maybe you think it’s a little bit of all three.

But no matter how you feel about it, your clients and prospects are curious about cryptocurrency.

And if they don’t get their advice from a professional first, then they’ll get it from keyboard warriors.

Don’t let that happen.

Use our latest Personal Connection Video to get in front of your contacts and ahead of the curve when it comes to cryptocurrency.

Want to see how it works? Check out this video overview of our Personal Connection Videos: Continue reading [NEW] Personal Connection Video | Cryptocurrency

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[NEW] Market Update Campaign | Q1 2021 Financial Dashboard

Help your clients and prospects understand how markets performed in Q1 2021 with a simple, easy-to-understand overview of the quarter’s key metrics and the economic indicators that hint at what’s to come. 

This time-sensitive campaign is designed to be sent in April 2021 as a timely way to help your prospects stay informed — as well as remind them of your value and expertise. 

You can customize the investor takeaway to add your own personal touch and build connections with your readers.

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[NEW] Single-Topic Email | Taxes Going Up?

With new leadership in D.C. trying to pass a $2 Trillion spending bill, your clients and prospects are probably wondering about upcoming tax hikes.

And they’re not wrong to do so.

Help them understand what those tax increases might look like and how it could impact their businesses, investments, and plans for retirement with our latest timely email.

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[NEW] Visual Insights Newsletter | Money Lies (We Tell Ourselves)

Have you ever lied to yourself about money? Have your clients?

We all tell ourselves lies about money, often without realizing it. Whether those money lies are about what we have, earn, or want, they affect our financial behaviors, our relationship with money, and our money mindset.

And these money lies can cost us, in both the short term and the long term.

This Visual Insights Newsletter explores the 7 most common money lies we tell ourselves, along with their associated costs. It reminds your clients and prospects that it’s never too late to set the record straight and positions you as the voice of reason who can help.

You can add your own personal touch in the customizable Financial Lesson.

Continue reading [NEW] Visual Insights Newsletter | Money Lies (We Tell Ourselves)

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[NEW] Lead Gen Campaign | Early Retirement Time Bomb

While most folks have a target age in mind for retirement, sometimes external factors can prompt us to consider retiring earlier. And often, we don’t have much time to make the decision. This may be the result of layoffs or buyout packages, a change in life circumstances, or even simply a desire for change.

With this lead generation campaign, you can help prospects tackle unexpected retirement decisions and position yourself as a source of reassurance, advice, and necessary help.

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[NEW] Visual Insights Newsletter | How Far Could $1 Million Go in Retirement?

A million dollars.

It sounds like a lot of money, and many of us grew up with the idea of trying to save $1 million to retire as millionaires.

In 2021, $1 million doesn’t go as far as it used to.

But how far does it go?

This Visual Insights Newsletter helps answer that question, with up-to-the-minute research and interactive features designed to engage your prospects and clients.

Your clients and prospects will be able to see how far $1 million could go for 3 different growth scenarios in all 50 states, along with 7 additional factors that determine how long their nest egg could last.

You can add your own personal touch in the customizable Financial Lesson.

Continue reading [NEW] Visual Insights Newsletter | How Far Could $1 Million Go in Retirement?

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[NEW] Personal Connection Video | Small Business Tax Credit

The second round of stimulus funding in the CARES Act includes a small business tax credit that your clients and prospects may not know about.

Small businesses with less than 500 employees could qualify for up to $19,000 per employee, but it involves some messy calculations and filing processes that they’d rather leave to a professional.

Position yourself as the expert to lead them through the process with our latest Personal Connection Video.

Want to see how it works? Check out this video overview of our Personal Connection Videos: Continue reading [NEW] Personal Connection Video | Small Business Tax Credit

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[NEW] Single-Topic Email | Stimulus Recap

Stimulus checks are on the way out, vaccine money is being distributed, and jobless aid is on the way.

On top of that, a lot of rules have changed in the last year, throwing this tax season into a bit of chaos.

So we’ve put together a timely email to help your clients and prospects understand the bulk of this stimulus plan, and start a conversation about what it all means for their finances.

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[NEW] Traffic Generation Campaign | Tax Opportunities

What’s a Traffic Generation Campaign?

Our newest campaign type, the Traffic Generation campaign, is designed to be the very first piece of a larger overall campaign. Use it at the beginning of your marketing funnel to create awareness and drive traffic to a landing page that delivers valuable information to your prospects — with no strings attached.

Its value is in driving clicks, getting you noticed, and building your credibility.

Traffic Generation campaigns set the stage for more valuable content to follow as the prospect moves further along the marketing funnel. Once you’ve caught your prospects’ attention, continue engaging them with Lead Generation, Engagement, and/or Personal Connection Video campaigns on a related topic. We’ve designed the campaigns to work together as part of a complete marketing strategy.

About the Tax Opportunities Campaign:

This campaign answers one key question for your prospects: How do I make sure I’m doing what I need to do to take advantage of current tax laws? With a new administration in the White House, many prospects are questioning when the recent tax cuts might expire. Help ease their worries with three time-sensitive strategies that will help them make the most of the existing laws while they can.

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