[NEW] Prospect Engagement Campaign | Estate Planning

22 Apr, 2021 BY Tyler


The SECURE Act blew a hole through several common estate planning tools.

A change that has left many of your HNW prospects needing some serious review of their current plans.

When there is a lot to consider and review, it’s easy to be indecisive.

Indecision leads to inaction.

Not with this campaign!

It will help you light a fire under your prospects and help them be more decisive.

Coach prospects and get them through the door to have their wills, trusts, and estate strategies reviewed in light of the SECURE Act and TCJA.

More about this campaign:


Title: Estate Planning

Type: Prospect Engagement Campaign

Description: This campaign builds urgency through the need to get their documents reviewed before tax laws change under the new administration.

Target Audience: High Net Worth prospects whose estate plans have been altered.

Primary Outcome/Action: Drive prospects to a personalizable landing page that promotes a free Legacy Review call to remove the friction prospects feel about a free appointment offer.

Secondary Outcome/Actions: Continue the conversation with prospects and bring them further into the awareness funnel.

Running Time: 6 weeks.

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

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