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List Builder | Lead Generator

Retirement Tax Bill Toolkit

Could your client's Tax Bill in retirement be TOO BIG? Help them find out.

Generating leads with the Retirement Tax Bill story starts here.

When it comes to retirement planning, taxes are one of today’s most powerful marketing messages – for Baby Boomers and pre-retirees alike. Below are all the resources you need to leverage your RTB landing page into:

  Building Your List  |  Grow your marketing list through lead-capture and opt-in opportunities

  Nurturing Your Leads  |  Generate prospect engagement with your content

  Converting Your Prospects  |  Leverage the tax message to motivate prospects to book appointments

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What's Included in Your Toolkit

Take a Tour of Your Toolkit 

 Clients who have saved all or the majority of their retirement assets in tax-deferred vehicles - like 401(k)s and IRAs - are highly exposed to tax risk. Below are resources to help you educate them on this risk, quantify their Retirement Tax Bills, and help them diversify with tax-free vehicles.

Marketing Your RTB Landing Page

Looking for a quick start marketing your RTB landing page? Curious how other advisors have leveraged their RTB pages to success? 

Download this guide and discover the top 10 ways to incorporate RTB into your marketing. 

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Lead Funnel & Email Campaigns

Your RTB landing page is perfectly positioned to drive engagement in email marketing campaigns – whether to cold leads, warm prospects, or existing clients. 

Download sample email copy and a step-by-step email lead funnel implementation guide below.

 

Client Videos

In these two-minute videos, Stonewood CEO Becky Swansburg educates your clients and prospects on the factors that could impact their tax bills in retirement. The videos are great for social media, newsletters, email campaigns, and your website. 
 
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Social Media

Use these powerful client handouts at group marketing events, as lead-capture opportunities, or in your client meeting process. They'll help your clients understand how Washington could impact their retirement - and what to do about it.
 
 

Call Script

Ready to convert your RTB leads into clients?

Use this call script when following up and setting appointments with clients and prospects who have completed the Retirement Tax Bill lead capture form.

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TV & Radio 

The RTB tax report provides a powerful call-to-action for TV and radio. Offer listeners the opportunity to evaluate their potential taxes in retirement on your TV and radio shows, or use the offer in TV and radio advertisements.

For TV & Radio leads, you may want to create a vanity URL (www.yourpracticeretirementbill.com) or a dedicated slug on your website (www.mypractice.com/taxbill) to direct traffic to your RTB landing page.

Website Buttons & Graphics

When a prospect visits your website, they have a higher chance of connecting with your practice if you provide something of value in return. An RTB report is the perfect offer.

Make sure your Retirement Tax Bill link is prominently displayed on your website. You can use your RTB page as a pop-up offer to all visitors, or create a special tab in the navigation menu linking to their custom landing page.

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Need Help? Schedule Coaching here.

Ready to incorporate the Legislative Risk story into your practice? Stonewood is here to help!

Click the button below to schedule a call with our Member Success team.