Category: Visual Insights Newsletters

A lot can change in 25 to 30 years, including retirement. 

In fact, whether you or your kids retire by 2050, the future of retirement could look quite different from retired life today.

Why?

Longer life spans, climate change, and technology will shake things up in big ways, altering when, how, and where folks retire. And those changes could make retirement better, longer, and more complicated in the future.

So, how will retirement be different by 2050?

This month’s Visual Insights Newsletter will answer that question, sharing 6 to 8 ways retirement is expected to evolve over the next three decades. Highlighting changes in retirement age, income, health care, and location in the future.

This campaign will also share some fun lifestyle trends related to food, transportation, and travel for retirees of 2050.

The key message will center on planning ahead, staying flexible, and adapting to evolving circumstances. Acknowledging that things can change unexpectedly and that no one can ever fully predict the future.

The VIN will position the financial professional as a confidant, coach, and counselor, who can help folks plan for their retirement years and make financial choices that empower them to live their best life in retirement.

Continue reading [NEW] Visual Insights Newsletter – Retirement Trends

 What does uncertainty do to you? How does it make you feel and react? Most of us can’t stand it. We get anxious, stressed, and freaked out by it. We’d much rather have the comfort of certainty. And some of us will go pretty far out of our way to get it. But that could be a mistake. Why?

This month’s Visual Insights Newsletter will answer that question, looking at how uncertainty can actually be good for us.

Spotlighting the silver linings of uncertainty and offering a fresh perspective on the unknown, the VIN will focus on novel opportunities to learn, challenge ourselves, and grow in uncertain times.

The key message will center on resilience, how to leverage uncertainty, and how to thrive outside of our comfort zone in the face of the unknown. Acknowledging that uncertainty is unavoidable, the VIN will position the financial professional as a mentor, counselor, and resource who can help folks stay focused on the big picture and make better financial choices as they navigate the uncertainties of life and the markets.

Continue reading [NEW] Visual Insights Newsletter – Silver Linings of Uncertainty

What would take your next vacation to the next level? What does your ‘dream’ trip look like?

These days, we have more options than ever — and that’s not just when it comes to destinations.

Modern trends in travel are opening up so many new opportunities, giving us novel ways to explore, enjoy, and extend our vacations. That’s created almost limitless opportunities for much richer experiences that can create lifetime memories.

So, what modern travel trends could make your (or your contacts’) next vacation the best one yet?

This VIN will answer that question, sharing some surprising and exciting new trends in modern travel.

Highlighting options for singles, couples, and families, the VIN will explore the flexibility, motivations, and passions behind some of the latest travel trends and how those trends are redefining how we get away, recharge, and benefit from a much deeper enjoyment of our travel experiences.

The key message will center on the connection between travel, experiences, and living a rich, satisfying life.

Acknowledging life’s responsibilities and uncertainties, as well as the mental health benefits of travel, the VIN will position you as a partner and guide who can help folks enjoy a rich, deeply satisfying life, no matter what that looks like for them.

Each Visual Insights Newsletter campaign delivers the following over 21 days:

• Landing Page With Email Capture Form
• Promotional Emails
• Confirmation Email
• Follow-Up Email
• Social Media Posts

Personalize this campaign to engage and entertain your clients & prospects now!

Continue reading [NEW] Visual Insights Newsletter – Modern Travel Trends

Educate, entertain, and inform your clients about investing myths in this issue of our Visual Insights Newsletter. Customize the Financial Lesson in the timeline to add your personal spin.

When it comes to making investment decisions, most people don’t look at the facts.

Instead, they rely on stories – often myths – to guide their decision-making.

These are some of the common myths people base their decisions on:

• Cash is always safer than stocks
• I need $X before investing
• Investing in the market is like gambling.
• I don’t have time to invest.
• When the market’s in trouble, it’s time to SELL.
• If I could only pick the “right” stock…

This Visual Insights Newsletter campaign debunks these myths and helps people understand the facts about investing.

It also 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.

Each Visual Insights Newsletter campaign delivers the following over 21 days:

• Landing Page With Email Capture Form
• Promotional Emails
• Confirmation Email
• Follow-Up Email
• Social Media Posts

Personalize this campaign to engage and entertain your clients & prospects now!

 

Continue reading [NEW] Visual Insights Newsletter | Investing Myths

Teach clients and prospects five powerful money lessons that are never too late to leverage. 

The lessons we pick up about money can influence our choices, and they can stick with us for life.

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. 

Each Visual Insights Newsletter campaign delivers the following:

• Landing Page With Email Capture Form
• Promotional Email
• Follow-Up Emails
• Social Media Posts

Personalize this campaign to engage and entertain your clients and prospects now!

 

Continue reading [NEW] Visual Insights Newsletter | Money Lessons We Wish We Learned Sooner

Most of us aren’t very good at keeping our resolutions.

In fact, even with the best intentions, most of us give up on our resolutions before January’s over (Jan. 14, 2022 is “Quitters’ Day” for a reason).

This VIN will answer that question, sharing neuroscience-backed brain hacks for keeping resolutions, making changes, and forming new habits.

Educate, entertain, and inform your clients and prospects about hacks to set and achieve goals effectively.

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 Email
• Follow-Up Emails
• Social Media Posts

Personalize this campaign to engage and entertain your clients & prospects now!

This VIN will also position the financial professional as a coach and an ally who can help folks stay focused, choose the right financial goals, and make them a reality. 

 

Continue reading [NEW] Visual Insights Newsletter | Mental Hacks to Make Resolutions Stick

What inspires us to give to the causes we care about?

What stops us from giving?

The number one reason most affluent folks don’t give to charity is that they can’t nail down what they care most about and they can’t decide where to donate.

In fact, more than half (56%) say they don’t have a budget or strategy for giving. And nearly half say they don’t even really know that much about charitable giving — and they don’t really know what impact their philanthropy is having. 

How do we change that?

What can we do to give in more meaningful ways and truly make a difference?

This VIN will help folks answer these questions by getting them to think more deeply about their values and how their giving can have the most impact.

With 8 thought-provoking questions, this VIN will explore how to give more strategically so folks can maximize the impacts of their gifts.

It will share some of the latest data from the “2021 Study of Philanthropy: Charitable Giving by Affluent Households” and provide a crash course in impact philanthropy, highlighting the remarkable benefits (physiological, psychological, and social) of giving and showing how our giving can create or build on our legacy.

This VIN will also extend the financial professional as a helpful resource who can give the gift of experienced advice and guidance when folks are ready to start giving more and doing more with those gifts.

 

Continue reading [NEW] Visual Insights Newsletter | Strategic Philanthropy

How financially literate are your clients and prospects – really?

Reveal the truth with the Financial Literacy Quiz.

When it comes to financial literacy – most people will say they’re very knowledgeable about financial matters. 

But guess what?

Only about 1 in 3 can score 80% on a simple financial literacy quiz.

And only 7% answer every question correctly.

So, how will your prospects and clients measure up?

This Visual Insights Newsletter campaign will take them through a quiz on how financially literate they are. 

While the quiz will give folks a clear picture of their financial literacy, it will also reveal possible gaps with their financial knowledge in a positive way. 

It will position you as a knowledgeable and trusted resource who can help them get a better grip on their financial lives and goals. 

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. 

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 Email
• Follow-Up Emails
• Social Media Posts

Personalize this campaign to engage and entertain your clients & prospects now!

Continue reading [NEW] Visual Insights Newsletter | Financial Literacy Quiz

By 2030, everything from food, housing, and gas to health care, childcare, and education is simply going to cost more.

And that shouldn’t catch your clients off-guard.

This Visual Insights Newsletter highlights the complexity of inflation and will get folks thinking about their financial goals and the future.

But what exactly is a Visual Insights Newsletter?

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 infographics, 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:

• Infographic Landing Page With Email Capture Form
• Promotional Email
• Follow-Up Emails
• Social Media Posts

Personalize this campaign to engage and entertain your clients & prospects now!

Continue reading [NEW] Visual Insights Newsletter | Now and Future Costs