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.  

More about this campaign:

Title: 2020 EOY Tax Opportunities

Type: Lead Generation Campaign

Description: This time-sensitive campaign entices clients and prospects by highlighting financial moves that could help them save on their taxes — but they must act before December 31. This lead magnet underscores the short-lived and complex nature of provisions in current tax laws (including COVID-19 considerations) to reinforce the urgent need for professional assistance.  

Target Audience: Clients and prospects.

Primary Outcome/Action: Email opt-in by downloading lead magnet.

Secondary Outcome/Actions: Asking a question, requesting an appointment, sharing, forwarding email, etc.

Running Time: 4 weeks.

In a year that’s been full of uncertainty, a campaign that offers tax saving opportunities may be a welcome, positive change in clients’ and prospects’ inboxes. This is just one of the marketing strategies we use to help advisers make meaningful connections that drive business.

If you’d like to learn more about our strategies (and how you can use them for yourself), check out the first episode of our “Behind the Campaign” series.

To find out more about how Snappy Kraken can fit into your marketing strategy, click here to see a demo.