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Media Core Offers
SK | Women’s Money Blocks
SK | Women’s Money Blocks
Do you want to connect with women who need financial planning? This campaign is for you. Women are not a niche. They control over $14 trillion of global wealth but are woefully underserved by the financial services industry. Ditch the pink marketing and reach women where they live with a campaign that highlights empathy, education and the “blocks” keeping women from reaching financial empowerment.
Cut through the noise and reach fresh prospects with a campaign that offers a compelling guide that opens the door to future conversations: Unlock Your “Money Blocks”: How Women Can Break Through These 5 Barriers to Experience Financial Empowerment.
AE | Avoid the Tax Torpedo
AE | Avoid the Tax Torpedo
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. This campaign is appropriate for dually licensed producers, those licensed to offer both insurance and investment products.
AE | Essential Retirement Checklist
AE | Essential Retirement Checklist
Encourage clients and prospects to test their retirement readiness with this 34-question Essential Retirement Checklist, which prompts them to seek your help if they can’t check off all 34 considerations with confidence. This campaign is appropriate for dually licensed producers, those licensed to offer both insurance and investment products.
AE | Don't Outlive Your Savings
AE | Don't Outlive Your Savings
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 a trusted financial professional.
SK | 401(k) Rollover Lead Generation Campaign
SK | 401(k) Rollover Lead Generation Campaign
IRA assets are projected to grow to $12.6 trillion by the end of 2022, making prospecting for plan rollovers a huge opportunity for financial professionals because nearly every HNW worker has at least one old plan sitting around at a former employer. The tax consequences of rollover mistakes can be severe and prospects are looking for guidance.
Cut through the noise and attract fresh prospects with a campaign that offers a compelling decision-making guide to open the door to future conversations about 401(k)s and employer-sponsored plans: What Should I Do with My Old 401(k) or Employer Plan?
SK | Retirement Income Teeter Totter
SK | Retirement Income Teeter Totter
Today’s retirees and pre-retirees are planning their transition during a period of incredible uncertainty. Income planning is a great tool to connect with prospects who are worried about their retirement lifestyle during unstable markets.
Every retiree needs a solid income plan and there’s widespread ignorance about the choices available and consequences of mistakes.
Cut through the noise and attract fresh prospects with a campaign that offers a compelling decision-making guide to open the door to future conversations about income planning: The Retirement Income Teeter-Totter.
AE | What, When, Who, How? The Social Security Decisions
AE | What, When, Who, How? The Social Security Decisions
Social Security is an important part of your clients’ retirement puzzle. In this 16-page guide, they will learn how to optimize Social Security for their personal situation, why timing is so important when it comes to one’s benefits and ways to supplement your Social Security income. This guide is appropriate both for producers licensed to offer insurance products and dually licensed producers, those licensed to offer both insurance and investment products.
AE | Will a Recession Rob Your Retirement?
AE | Will a Recession Rob Your Retirement?
Help clients and prospects ensure they are supported – even if the economy takes a dip. This complimentary guide will walk them through the three things to check so they can feel confident in retirement, even in a recession.
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.
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