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Taxes in Retirement: A FINRA-Reviewed Email Campaign is designed to help financial professionals guide prospects and clients through a topic that is often confusing and easy to underestimate.
For many people, retirement planning focuses on savings and income, while taxes become an afterthought. This campaign helps bring that conversation to the surface in a clear, approachable way. Instead of overwhelming readers, it breaks the topic into manageable ideas that build understanding over time.
The goal is to educate, clear up common misunderstandings, and create natural openings for follow-up conversations.
This download includes a fully built four-email drip campaign focused on taxes in retirement, along with practical guidance on how to launch it smoothly. Each email is designed to be sent on a consistent schedule and includes the required disclosures needed to keep everything compliant.
The campaign is structured so you can put it to work without starting from scratch. It gives you a polished, professional sequence that fits easily into your existing outreach or follow-up efforts.
This campaign works best when it supports an ongoing conversation, not a single touchpoint.
Rather than trying to cover everything at once, the campaign breaks taxes in retirement into focused themes that unfold over time. Each email addresses a specific angle, helping readers stay engaged without feeling overwhelmed.
Topics include common misconceptions about retirement taxes, how different income sources are taxed, how Social Security benefits may be affected, and considerations around structuring withdrawals with taxes in mind.
The tone stays educational and practical, keeping the focus on clarity instead of complexity.
This campaign is a strong fit for individuals who are approaching retirement, newly retired, or starting to ask questions about how taxes may impact their income. It works well with prospects who have opted in through seminars or digital campaigns, as well as existing clients who raise tax-related questions during reviews.
The messaging meets people where they are and encourages curiosity without pressure.
Advisors most often deploy this campaign as a nurture sequence or as a follow-up to events and initial conversations. Emails are sent on a steady cadence to build familiarity and trust, while calls to action invite a simple next step.
When paired with timely responses and an easy booking path, this campaign helps advisors stay visible, build confidence, and move conversations forward naturally.
