Category: Campaign Releases (24)

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[NEW] Single-Topic Email | Taxes Going Up?

With new leadership in D.C. trying to pass a $2 Trillion spending bill, your clients and prospects are probably wondering about upcoming tax hikes.

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[NEW] Visual Insights Newsletter | Money Lies (We Tell Ourselves)

Have you ever lied to yourself about money? Have your clients?

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[NEW] Lead Gen Campaign | Early Retirement Time Bomb

While most folks have a target age in mind for retirement, sometimes external factors can prompt us to consider retiring earlier. And often, we don’t...

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[NEW] Visual Insights Newsletter | How Far Could $1 Million Go in Retirement?

A million dollars.

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[NEW] Single-Topic Email | Stimulus Recap

Stimulus checks are on the way out, vaccine money is being distributed, and jobless aid is on the way.

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[NEW] Personal Connection Video | Small Business Tax Credit

The second round of stimulus funding in the CARES Act includes a small business tax credit that your clients and prospects may not know about.

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[NEW] Traffic Generation Campaign | Tax Opportunities

What’s a Traffic Generation Campaign? Our newest campaign type, the Traffic Generation campaign, is designed to be the very first piece of a larger...

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[NEW] Single-Topic Email | What if Something Good Happens?

A lot of things are a mess right now.

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[NEW] Single-Topic Email | What Makes You Happy?

There’s plenty in the world to fret over right now.

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[NEW] Personal Connection Video | Tax Planning in 2021

A new Executive Branch likely means new tax codes.