[NEW] Tax Changes Ahead: 7 Updates That May Affect You - Personal Connection Video for Financial Advisors

This campaign is all about simplifying something that’s anything but simple: the “One Big Beautiful Bill Act.”

The main piece is a short video that breaks down seven changes—ranging from bigger standard deductions to shifts in student loan programs—into a digestible, under-90-second explainer.

For financial advisors, this is an opportunity to show up for clients and prospects as the one who cuts through complexity, filters out the noise, and delivers relevant information without hype. The surrounding email, social post, and text message build intrigue and drive traffic straight to a video page.

It’s timely, useful, easy to launch, and ideal for starting conversations about financial planning needs.

Key Marketing Takeaways:

• Timely & Relevant: Tax law changes create instant buzz and confusion. This positions the advisor as the go-to for clarity and calm.
• Short-Form Video Format: The quick-hit, under-2-minute delivery meets modern attention spans where they are.
• Emotional Hook: Leans into overwhelm (“900 pages!”) and then delivers relief with helpful content.
• Conversation Starter: Ends with an invitation to fill out a form to ask additional questions, or book a time to meet, which naturally moves viewers from passive watching to active engagement.
• Multi-Channel Strategy: Includes a video-based landing page, email, a social post, and text message, all built for maximum exposure with minimal friction.
  

Content Takeaways:

• Tax brackets stay put, but standard deductions rise in 2025.
• SALT deduction cap quadruples, offering potential savings to high-tax state residents.
• Seniors may qualify for an additional $6,000 deduction.
• Child Tax Credit increases and introduces a new “Trump Account” for newborns.
• Student loan overhaul phases out common repayment plans and ends Grad PLUS by 2026.
• Expanded 529 plan uses, including K–12 tuition and therapies.
• New perks and phased-out credits, including for EVs and clean energy investments.
• Complexity acknowledged—some changes kick in now, others later—making it clear why personal financial review is key.
• Invitation to connect encourages one-on-one conversations to take a bigger-picture look at one’s financial goals.

Personal Connection Videos are the fastest way to create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business.

 

 

 

 

 

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More About This Campaign For Financial
Advisors:

Title: Tax Changes Ahead: 7 Updates That May Affect You

Type: Personal Connection Video

Description: Use this simple video to help viewers quickly understand how the new tax law could impact their finances

Target Audience: Clients, employees, families, pre-retirees, prospects, retirees, and taxpayers

Primary Outcome/Action: Create and promote videos at scale, keeping you face-to-face and top of mind with the people who matter most to your business

Running Time: Single email and social posts across platforms driving traffic to a Landing Page