[NEW] Retirement Income Planning Guide - Lead Generation Campaign

This campaign helps advisors turn retirement confusion into confidence.

The Retirement Income Planning Campaign is built for prospects who are in or nearing retirement, right at the moment when turning a lifetime of savings into a steady paycheck becomes the big question.

It’s a strategic, confidence-building guide that helps them rethink how income works in retirement by exploring taxes, timing, withdrawals, and risks they may not have considered.

The content is clear, practical, and designed to prompt better conversations, not overwhelm them with jargon or canned advice.

Financial professionals who launch this campaign are stepping in as the guide when retirees need it most. It’s not about having all the answers. It’s about showing up with better questions, smarter strategies, and a sense of calm when the stakes feel high.

Key Marketing Takeaways

• Real Prospect Pain Point: Focuses on the moment many retirees fear, switching from saving to spending, and offers calm, clear guidance.
• Full Funnel Coverage: From awareness (social posts and emails) to action (appointment booking), every step is optimized for conversion and trust-building.
• Educational Without Overwhelming: Breaks down complex retirement topics like RMDs and sequence-of-returns risk into easy-to-understand insights.
• Credibility Builder: Leans on data, research, and cited sources while keeping the tone human and helpful, not stiff or overly technical.
• Conversation Starter: Every piece of content includes gentle nudges toward a real conversation. This isn’t just info. It’s a reason to connect.
• Lead Magnet as a Hook: The guide is framed not as a how-to manual but a prompt for better questions, creating a natural segue to an advisor’s services.
  
  

Content Takeaways

• Maps Income Sources: Helps readers understand the difference between guaranteed, variable, and optional income in retirement.
• Explains Social Security Strategy: Shows how timing can dramatically affect monthly benefits and lifetime value.
• Breaks Down Withdrawal Strategy: Considers how to take income from savings in a way that adjusts for market changes, stretches money over time, and minimizes taxes.
• Addresses Market Volatility: Introduces sequence-of-returns risk and offers practical protection strategies like cash buffers and diversification.
• Tackles Retirement Taxes: Educates on RMDs, Roth conversions, and QCDs, arming prospects with better tax questions.
• Guides Action Through Questions: The guide closes with reflective prompts that naturally tee up the advisor’s value.
• Includes Follow-Up Touchpoints: Emails and appointment CTAs gently push prospects toward dialogue without pressure.
• Multi-Channel Support: Includes social posts, texts, a website widget, and email sequences to meet prospects wherever they are.
  
  

Why This Campaign Matters 

Retirement is a major life transition, and for many, it comes with uncertainty and anxiety.

This campaign gives advisors the tools to step in with clarity, credibility, and calm.

By addressing real pain points and guiding prospects with thoughtful, practical content, advisors create trust and position themselves as essential partners in one of life’s most critical financial decisions.

The campaign’s multi-channel approach ensures consistent engagement across social media, email, text, and web, while the guide itself encourages reflection and conversation, making it easier for advisors to connect with prospects meaningfully.

In short: advisors don’t need to have all the answers, they need to ask the right questions, provide actionable insights, and instill confidence at a moment that matters most.

About This Campaign

Title: Retirement Income Planning Guide

Type: Lead Generation Campaign

Description: Attract fresh prospects by offering a free guide that includes a lead-capture landing page, prospecting emails, and social media posts

Target Audience: Pre-retirees, prospects, and retirees

Primary Outcome/Action: Get noticed and earn contacts

Running Time: 4 weeks

Campaign Touchpoints