Educate and empower prospects to take control of their retirement with clear, easy-to-understand financial planning concepts.
For clients, it can serve as a reminder to get in touch with you if their individual goals have changed.
Retirement income can be a perplexing part of financial planning, often awash with complex jargon and daunting numbers.
In this issue of our Visual Insights Newsletter, you get to transform the mystifying into the manageable, using simple yet powerful breakdowns to illuminate the subject of retirement income. Namely: how much would an investor have to have saved by the time they retire, to have a target retirement income (we spell out a few scenarios), without drawing down on their principal.
The content provides straightforward numerical examples, introduces adaptive strategies, and highlights the impact of early and diversified savings.
All designed to help clients and prospects visualize a financially secure future.
This campaign provides content over 21 days.
The Financial Lesson offers valuable advice and can be quickly customized to add your personal spin.
Our Visual Insights Newsletter series offers interesting and entertaining insights on current topics designed to help you wow clients and nurture prospects. Each issue is backed by research and designed to be highly shareable.
To increase engagement and new subscribers, each Visual Insights Newsletter is just one piece of a larger campaign meant to dazzle readers while informing them — quickly. It includes landing pages and social media promotions to help you build a bigger email list and get the word out about your firm.
This campaign can be sent to clients, prospects, friends, and anyone who enjoys receiving interesting content. It’s our most versatile campaign!
Each Visual Insights Newsletter campaign delivers the following:
- Landing Page With Email Capture Form
- Promotional Emails
- Confirmation Email
- Follow-Up Email
- Social Media Posts
Personalize this campaign to educate, entertain, and inspire your clients & prospects today!
More about this campaign:
Title: The Retirement Income Decoder: Simplifying the Numbers
Type: Visual Insights Newsletter (VIN)
Description: Educate and empower prospects to take control of their retirement with clear, easy-to-understand financial planning concepts
Primary Outcome: To increase engagement and new subscribers
Target Audience: Clients, employees, and investors
Running Time: 21 days
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