Category: Campaign Releases (15)

1 min read

[NEW] What Happens Next? - Timely Email

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients. Use this...

2 min read

[NEW] How to Weather a Recession - Visual Insights Newsletter

Educate clients and prospects about how to weather a recession with a cool head. There’s a lot of anxiety around a pending recession. No one REALLY...

[NEW] Email Communication – Fall Seasonal Email Card 2022

In this season of thanks-giving and blessings, use this responsive email card to offer clients and prospects your gratitude and appreciation.

1 min read

[NEW] Tax Loss Harvesting - Personal Connection Videos

It has never been so easy to get started with video marketing. Just personalize the script, record your video, and add the link to your campaign. Our...

1 min read

[NEW] Summer Rally End? - Timely Email

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

1 min read

[NEW] Student Loan Party - Timely Email

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

1 min read

[NEW] Hidden Tax Opportunities - Lead Generation Campaign

Connect with prospects who want to take advantage of the current tax laws before they change.

1 min read

[NEW] What Is Your Money Personality? - Visual Insights Newsletter

Enlighten clients and prospects by revealing their money personality. Most people would rather talk about politics, their health, and their...

1 min read

[NEW] Inflation Reduction Act (Medicare) Timely Email

Use this simple email to offer clients and prospects your perspective on how the new Inflation Reduction Act could affect retirees. Inside are some...

2 min read

[NEW] Roth Conversions - Lead Generation Campaign

Want to connect with high earners who want to save on their taxes? This campaign is for you. Taxes are probably a sore spot for most high earners. ...