Enhance Your Digital Presence
Leverage our offers to make the most of radio and TV.
Media Core Offers
AE | 10 Tips to Help Empower Women Investors
AE | 10 Tips to Help Empower Women Investors
Women face different challenges than men when it comes to preparing for their financial future. This 4-page guide offers simple steps to help your female clients and prospects take charge of their financial future, from paying themselves first and putting a plan in writing to working with an experienced financial professional.
AE | Are You Paying Too Much in Taxes in Retirement?
AE | Are You Paying Too Much in Taxes in Retirement?
No one wants to pay more than their share of taxes. Help clients understand the ever-changing tax laws and recognize options for tax decisions in retirement with this 8-page guide.
AE | Checklist Challenge
AE | Checklist Challenge
Encourage clients and prospects to test their retirement readiness with this 34-question Checklist Challenge, which prompts them to seek your help if they can’t check off all 34 considerations with confidence.
AE | Will Your Money Last as Long as You Do?
AE | Will Your Money Last as Long as You Do?
Let prospects know why a retirement income analysis is important for their financial future with this 8-page guide. Help them understand the historical context and the right questions to ask about retirement — and how to get answers from an experienced financial professional.
AE | Estate Planning Guide
AE | Estate Planning Guide
Help clients and prospects consider the value of an estate plan communicating how they want their assets distributed in the event of their passing. This 12-page guide thoughtfully guides them in considering how making a plan today can not only help secure their loved ones’ future but also be a comfort at a difficult time.
SK | Social Security
SK | Social Security
Do you want to connect with prospects who need Social Security planning? This campaign is for you.
Social Security advice is a huge prospecting area for advisors seeking to grow their practice with retirees and pre-retirees. Nearly every retiree relies on Social Security’s guaranteed income, and there’s widespread ignorance about the choices available, deadlines and consequences of mistakes. With recent changes in Social Security claiming rules, prospects are more in need of your advice than ever.
SK | Retirement Success (3 Pillars)
SK | Retirement Success (3 Pillars)
Do you want to connect with prospects who are within five years of retirement? This campaign is for you.
Attract fresh prospects with a campaign that offers an appealing checklist: The 3 Pillars of Successful Retirement Plans. Nurture existing prospects by highlighting the dangers of waiting too long to plan for markets, taxes and income, and emphasizing your ability to help them make the most of this critical period before retirement.
This compelling guide presents pre-retirees with a three-pillar checklist, helping them identify their weak areas before retirement and positioning you as the expert who can help them create the retirement strategy they need.
SK | Retiring in Uncertain Times
SK | Retiring in Uncertain Times
Do you want to connect with prospects who are planning for retirement in these chaotic times? This campaign is for you.
Millions of high net worth Americans are facing uncertain retirement prospects; some have been pushed into retiring early, others aren’t sure they can retire at all. These chaotic times offer unique prospecting opportunities for advisers who want to be a voice of reason and reassurance.
Cut through the noise and attract fresh prospects with a campaign that offers a compelling decision-making tool to open the door to future conversations about retirement: Retiring in Uncertain Times? The “Dos” and “Don’ts” to Help Safeguard Your Future.
SK | Riskalyze Lead Generation Campaign
SK | Riskalyze Lead Generation Campaign
Promote your Riskalyze Lead Generation Questionnaire (“LGQ”).
IMPORTANT NOTE: To use this campaign, you must have a Riskalyze Account and an active Lead Generation Hyperlink.
CUSTOM | Your Book
CUSTOM | Your Book
Leverage your book as a custom offer. This campaign does not include follow-up emails but will include a Snappy Kraken landing page where prospects can enter name, email and mailing address; notification to your office so you can mail the book out; and up to 8 blank follow-up emails that you can use if you provide content.
Schedule a Visit
CUSTOM | Schedule a Visit
People today use their phones to do just about everything (including visiting your website) except make a phone call. Everything from food to concert tickets is available at their fingertips, including your financial services. With this Snappy Kraken landing page, your prospects can quickly and easily schedule a meeting with your office online by entering their information — name, email, phone number, mailing address — with a click of a button.
These guides are for informational purposes only. They are not intended to serve as the basis for financial decisions.
Producers are ultimately responsible for the use or implementation of these concepts and should be aware of any and all applicable compliance requirements.
11/21-1929476