Category: Lead Generation

Do you want to connect with prospects who have received a windfall or inheritance? This campaign is for you.

Receiving a large sum of money all at once (like an inheritance, lottery winnings, lawsuit, insurance payout, etc.) opens up a significant opportunity to change the course of someone’s financial life. 

But for many people, it opens up financial risks that can make their dreams go up in a puff of smoke. 

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

Coming Into Money? 2 Crippling Risks and 3 Things You MUST Know

The campaign publishes content over 4 weeks and includes:

• 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
• Website Widget

 

Continue reading [NEW] Lead Generation Campaign | Sudden Wealth (Windfalls & Inheritances)

Do you want to connect with prospects who need Medicare planning help? 

This campaign is for you.

Health care is likely to be the biggest unknown expense that people face in retirement.

Fortunately, Medicare is there to help people manage these costs. But only if they make the right choices at the right time.

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

The Simple 3-Step Medicare Guide:
When, Why, and How to Choose a Plan That’s Right for You

Continue reading [NEW] Lead Generation Campaign | Medicare (2021 Annual Enrollment)

Exiting a business after years of blood, sweat, and tears to build it up is never an easy decision.

And doing so requires a lot of careful planning to make sure you have the right strategy in place.

This new lead generation campaign is designed to help business owners make that difficult decision much easier to navigate.

It includes a free guide that highlights key questions that business owners have to ensure a smooth and profitable exit.

And it will help you nurture existing prospects and clients.

Continue reading [NEW] Lead Gen Campaign | Business Owner Exit Planning

Who doesn’t like to attract high-net-worth clients into their business?

We’re excited to help you do just that with our new lead generation campaign you can put to use right now!

This compelling campaign dangles a high-value offer that investors with a portfolio between $500k to $2M will find hard to resist.

It’s designed to make you stand out and attract the attention of new prospects.

And it will help you nurture existing prospects.

Continue reading [NEW] Lead Gen Campaign | HNW Investors “Perfect Cocktail”

Executive compensation packages are getting complex, to the point of being almost ridiculous.

And there can be ticking time bombs with these kinds of plans if they aren’t structured properly.

Something your high-income prospects might not know about… but they should.

That’s why this lead gen campaign highlights the value you can give to a prospect by helping them with their compensation package planning.

Continue reading [NEW] Lead Gen Campaign | Executive Compensation Opportunities

The last 15 years have left the retirement landscape a bit… rocky.

The 2008 financial crisis took a chunk out of retirement accounts, and just as folks recovered, COVID-19 tossed everything into question, again.

Many pre-retirees are in dire need of guidance.

And the 3 Pillars of Successful Retirement Plans checklist in our latest lead generation campaign positions you as the expert to lead them into their golden years.

Continue reading [NEW] Lead Gen Campaign | Retirement Success

High-earners often ignore their most valuable asset, and it’s right under their noses.

They have plans in place to protect their homes, health, and cars.

But have nothing in place to guard against lost wages – the backbone of their financial security.

Without their regular income, luxuries fade, bills go unpaid, and food can even become scarce.

Most high-earners see this as nearly impossible. They think they’re more likely to win the lottery… and they don’t even buy tickets.

But it’s far more common than they expect.

Short-term disability stints after being tossed from their horse or throwing out their back while golfing are manageable.

But a long-term loss of income due to a car accident or unexpected medical diagnosis can spell financial disaster. And it happens to people every day.

That’s why our latest Lead Generation campaign is designed to get prospects thinking about the safety nets they have in place for their family while driving them to book an Earnings Protection Session with you.

Continue reading [NEW] Lead Gen Campaign | Life & Disability Insurance

401(k) advising is likely nothing new to you.

The good news is, that’s where most of your High Net Worth prospects need help.

The bad news is, their main sources of retirement advice are their tennis partner and the wild west of the internet.

A lot of bad information and confusion.

But you can change that.

That’s why our newest lead generation campaign focuses on connecting with HNW prospects to clear the air about their 401(k)s and set them on the right path.

Continue reading [NEW] Lead Gen Campaign | Personal 401(k) Planning

How many times have your clients told you their finances were just too complicated to understand? 

Or that, even with all of their statements piled together, their overall financial “big picture” was still unclear?

They’re not looking for another 80-page report. 

They want something simple, like a high-level map that lays everything out on one page.

Our new lead generation campaign encourages your clients and prospects to sign up to create an Asset-Map to use as a financial “GPS” that shows them exactly where their finances are — and where they might be heading. 

This campaign is part of an exclusive collaboration with Asset-Map, a subscription service that lets you give clients a simple, one-page snapshot of their finances. 

Learn more about Asset-Map here.

Continue reading [NEW] Lead Gen Campaign | Asset-Map

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.

 

More about this campaign:

Continue reading [NEW] Lead Gen Campaign | College Opportunity