Imagine guiding your clients into a retirement that's not just longer, but richer and more fulfilling. That's the power of understanding and planning for longevity in retirement.
As retirement stretches beyond the traditional timeline due to increased life expectancies, the role you play as a financial professional has never been more critical. You're not just managing wealth; you're curating a lifestyle for your clients that could span 30 years or more.
From ensuring their health and wellness are prioritized to navigating the complexities of long-term care, your guidance can transform their golden years into a period of growth, discovery, and joy.
Content Takeaways:
- Health and Wellness: Highlights the need to invest in our health as we do our portfolios. A healthy lifestyle is the foundation of a joyful retirement.
- Long-Term Care Planning: Reminds us that because there’s a significant chance of needing long-term care, it’s crucial to consider the potential costs and begin early preparation.
- Time Management in Retirement: Invites the reader to envision and plan for extra time in retirement, and how to turn potential boredom into opportunities for learning, growth, and community involvement.
- Building Financial Safety Nets: Stresses the importance of solidifying social security benefits and other income sources to ensure a stable financial future.
- Fostering Meaningful Relationships: Shows the reader how to navigate the social changes retirement brings, and the importance of maintaining and building new connections.
- Support Systems: Underscores the need to attend regular "financial wellness" checks to adapt plans as markets shift and personal goals evolve.
Marketing Takeaways:
- Longevity as Opportunity: You have the chance to redefine retirement for your clients, showing them the possibilities that a longer life offers.
- Comprehensive Retirement Planning: Your expertise goes beyond finances, encompassing health, lifestyle, and emotional well-being to ensure a fulfilling retirement.
- The Advisor's Role in Navigating Retirement: You are a crucial navigator through the retirement journey, helping clients prepare for everything from healthcare to hobbies.
This campaign offers you a platform to not only educate but also to remind your clients and prospects of the value you bring to their financial health beyond the fleeting trends of social media.
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!
More about this campaign:
Title: How Longevity Can Impact Retirement
Type: Visual Insights Newsletter (VIN)
Description: Educate, entertain, and inform your clients about considering longevity when planning for retirement in this issue of our Visual Insights Newsletter
Primary Outcome: To increase engagement and new subscribers
Target Audience: Clients, pre-retirees, prospects, and retirees
Running Time: 21 days
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