Category: Campaign Releases (25)

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[NEW] Lead Gen Campaign | College Opportunity

Most parents want the best for their children, and often that includes a college education. But even high-net-worth parents can struggle with...

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[NEW] Personal Connection Video | Cryptocurrency

Is it a fad? The future? A dangerous frenzy?

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[NEW] Market Update Campaign | Q1 2021 Financial Dashboard

Help your clients and prospects understand how markets performed in Q1 2021 with a simple, easy-to-understand overview of the quarter’s key metrics...

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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...