[NEW] Estate Planning Mistakes & How to Avoid Them - Visual Insights Newsletter Marketing Campaigns For Financial Advisors

Educate, entertain, and inform your clients and prospects on how to avoid estate planning mistakes in this issue of our Visual Insights Newsletter.

In this edition, developed in partnership with Trust & Will, dive into estate planning—a topic that recently ranked among the top five in our content survey of financial professionals. 

Forget the dry, mundane lists of dos and don'ts. Instead, this Visual Insights Newsletter explores how to avoid common estate planning mistakes, ensuring your communication is as compelling as it is informative.

Content Takeaways:

• Comprehensive Planning Insights: Equip your readers with the understanding they need to see why thorough, up-to-date estate planning is essential for safeguarding their legacies.
• Importance of Family Communication: Share effective strategies that help your clients and prospects confidently discuss their estate plans with family members, thereby preventing future disputes and ensuring peace.
• Overlooked Elements in Estate Planning: Highlight the critical, often-neglected details such as digital assets and final arrangements, ensuring a comprehensive plan that covers all bases.

Marketing Takeaways:

• Demonstrate Depth of Knowledge: Use this content to show your deep understanding of estate planning complexities, enhancing your credibility and authority.
• Stress the Need for Preparedness: Highlight the necessity of regular updates and thorough planning to resonate with clients and prospects who value diligence and foresight.
• Drive Engagement and Interaction: Encourage readers to reach out for personalized reviews or updates to their plans, fostering stronger relationships and ongoing engagement.

This content helps you demonstrate potential pitfalls and their solutions, making you an indispensable advisor in their journey to secure their financial future.

This campaign provides content over 21 days.

The Financial Lesson offers valuable advice and can be quickly customized to add your personal spin.

Our Visual Insights Newsletter series offers interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each issue is backed by research and designed to be highly shareable. 

To increase engagement and new subscribers, each Visual Insights Newsletter is just one piece of a larger campaign meant to dazzle readers while informing them — quickly. It includes landing pages and social media promotions to help you build a bigger email list and get the word out about your firm.

This campaign can be sent to clients, prospects, friends, and anyone who enjoys receiving interesting content. It’s our most versatile campaign!

Each Visual Insights Newsletter campaign delivers the following:

• Landing Page with Email Capture Form
• Promotional Emails
• Confirmation Email
• Follow-Up Email
• Social Media Posts

Personalize this campaign to educate, entertain, and inspire your clients & prospects today!

About Trust & Will

Trust & Will is at the forefront of making estate planning simpler and more accessible. They provide online solutions that help individuals and families in all stages of life plan their legacies and secure their future. With their commitment to offering updated, legally sound, and user-friendly estate planning documents, Trust & Will is dedicated to empowering financial advisors to deliver a superior client experience.

Interested in integrating cutting-edge estate planning tools into your practice?

Visit Trust & Will to see how 10,000+ financial advisors and firms deliver peace of mind to their clients through a comprehensive estate planning solution.

Disclaimer: Trust & Will is not affiliated with Snappy Kraken. They have contributed their expertise for the creation of this content.

By clicking on the link to TrustAndWill.com, you will be directed to their website, where you can explore further resources and services.

More about this campaign:

Title: Estate Planning Mistakes & How to Avoid Them

Type: Visual Insights Newsletter (VIN)

Description: Educate, entertain, and inform your clients and prospects on how to avoid estate planning mistakes in this issue of our Visual Insights Newsletter

Primary Outcome: To increase engagement and new subscribers

Target Audience: Clients and prospects

Running Time: 21 days

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