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[NEW] Lead Gen Campaign | 2020 EOY Tax Opportunities

As we enter the final weeks of 2020, there are few certainties. But it’s safe to assume that tax laws will continue to change. 

In the last few years the Tax Cuts and Jobs Act (TCJA), SECURE (Setting Every Consumer Up for Retirement Enhancement) Act, and even COVID-19 provisions have changed the rules. They each present opportunities to save on taxes, but those opportunities aren’t always obvious — and they’re time-sensitive.

Our new lead generation campaign, 2020 EOY Tax Opportunities, explains potential savings opportunities in simple, easy-to-understand terms while highlighting the need for expert advice from an adviser.  
Continue reading [NEW] Lead Gen Campaign | 2020 EOY Tax Opportunities

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[NEW] Lead Gen Campaign | Retirement Income Teeter-Totter

Folks retiring today are facing turbulent times.

Between the global pandemic and presidential elections, it can feel like markets can shift on a dime.

That uncertainty breeds fear.

And that fear leaves prospects looking for guidance.

Our new Lead Generation Campaign, Retirement Income Teeter-Totter, helps put prospects’ minds at ease while positioning the financial adviser as the expert they need. Continue reading [NEW] Lead Gen Campaign | Retirement Income Teeter-Totter