With Wealthcare, advisors are equipped and empowered with the tools they need to build their market footprint.

Marketing keeps you at the forefront of your existing client’s mind and helps you recruit new ones. It’s incredibly important to the success of a business but marketing your business takes work. The more organized you are, the easier that work becomes. A well-maintained marketing calendar (2021 template) provides a clear overview and understanding of what and when marketing activities should occur. It helps you spot gaps and keeps you from veering off-track.

Each month we will boost your marketing collateral with an email, social media ad, and corresponding article. We have also included QRG’s for customizing and posting these pieces along with our Practice Management and Build You Brand interactive guides which can be used to build upon the marketing strategy we have started here.

To view our complete marketing suite, please visit our Marketing Landing page or contact marketing@wealthcarecapital.com.

MARCH 2021

Five Ways to Increase Your Tax Efficiency

Article

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Email

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Subject Line: Will you be able to afford long-term care?
Plan for the unexpected.

[Email body]: What would you do if you or a loved one suddenly required long-term medical care? Could you afford it?Since November is National Long-Term Care Awareness Month, we are exploring rising facility and home aide costs, as well as strategies people are using to pay for their large, ongoing medical bills.As your advisor, I can help you plan for all contingencies, such as future long-term care needs for yourself or a loved one. Get in touch for more information.

<Link to Article>

Social Post

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LinkedIn:

It’s #NationalLongTermCareAwarenessMonth. Ask your #Wealthcare #FinancialAdvisor how you can develop a contingency plan to cover future long-term care costs should they arise for you or a loved one. <Link to Article>

Facebook:

For National #LongTermCareAwarenessMonth, take some time to think about how you might pay for a sudden, unexpected need for continuous medical care. Though 50% of us will have this need at some point in our lives, 90% of Americans have no long-term care insurance. Learn about the monthly costs of assisted living, nursing facilities, and home health aides based on recent data, as well as the many ways you can save for long-term care emergencies. Consider adding #LTC strategies to your #retirement plan. <Link to Article>

Twitter

Tweet 1:

It’s #NationalLongTermCareAwarenessMonth! Have you thought about how you’d meet long-term medical care needs if necessary? Find out how much #LTC costs and what your options are. <Link to Article>

Tweet 2:

November is #LTCAwareness Month, reminding us to discuss adding a long-term care strategy to our #retirement plan. The latest figures on the cost of such care show unprecedented spikes in cost! <Link to Article>

[Hashtag ideas]:

#NationalLongTermCareAwarenessMonth #LTC #LTCAwarenessMonth #November2021 #LongTermCare #FinancialPlanning #Retirement #CareCosts #WealthcareGDX #WMS #Estate #FinancialAdvisor

APRIL 2021

Don’t let your financial situation stress you out

Article

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Email

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[Subject Line]: Take the stress out of financial planning

[Email body]:

Are you feeling stressed about your financial situation?
April is Stress Awareness Month, so we’re bringing light to many of our clients’ biggest stressors—and sharing some strategies that can help.
We try to minimize financial stressors by empowering you to take charge of your financial future with clarity, confidence, and control.
Discover a range of steps you can take today to reduce your financial stress—from questions you can ask yourself about your priorities and financial goals to our proprietary GDX360® and Comfort Zone® technologies, specifically designed to reduce investor uncertainty and build confidence and comfort.
Tools for financial independence and stress-free financial planning are only a click away.
For more information, contact me today.

Social Post

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LinkedIn and Facebook Post

How stressed are you about your financial future? Discover some of our strategies to reduce financial planning stress—and face your future with clarity, confidence, and control:

#stressawarenessmonth #stressfree #financialplanning #comfortzone #GDX360 #the3cs #clarity #confidence #control #takecontrol #financialfuture

Twitter

April is Stress Awareness Month. It’s time to take charge of your financial concerns and plan for your future with clarity, confidence, and control. Here are some strategies we use:

#stressawarenessmonth #stressfree #financialplanning #comfortzone #GDX360 #the3cs #clarity #confidence #control #takecontrol #financialfuture

MAY 2021

Spring Cleaning Your Financial Records

Article

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Email

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[Subject Line]: It’s Time to Spring Clean Your Financial Records!

[Email body]:

Spring clean your financial records—and start fresh.

If you feel like your financial records are getting out of control, you’re not the only one. The good news is you likely don’t need them all, and there’s a more organized way to store them.

We’ve created a step-by-step guide to spring cleaning your financial records. Take a look to see what documents to keep, how long to keep them, and how to safely store them—all to protect you and your loved ones. Not only will you free up space in your file cabinets, you’ll free yourself from worry.

Spring forward with financial clarity, and start fresh with {{Advisor Name/Firm Name}}.

Optional Grab and Go Guide for Client

Questions? Contact me today.

 

Social Post

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LinkedIn and Facebook Post

Feeling inspired this spring? Get started on spring cleaning—and sort out your financial records once and for all. We’ve put together a step-by-step guide and helpful checklist to get you on your way. Check it out: <read more/link to article>

#springcleaning #happyspring #financialrecords #getsorted #getorganized #shredding #planning #springforward #startfresh #clearitout #guide #checklist #financialfuture #clarityandcontrol #wealthcare #heretohelp

Twitter

Happy spring! Declutter and start fresh with Wealthcare’s guide to financial record spring cleaning: <read more/link to article>

#springcleaning #happyspring #financialrecords #getsorted #getorganized #shredding #planning #springforward #startfresh #clearitout #guide #checklist #financialfuture #clarityandcontrol #wealthcare #heretohelp

JUNE 2021

Earn an A+ in College Funding Prep

Article

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Email

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[Subject Line]: How to Earn an A+ in College Funding Prep

[Email body]:

It’s never too early to start college planning.
Students may have SAT prep, but parents have another type of college prep—and it starts a lot earlier: financial planning.
All too often, parents sacrifice their retirement savings to fund their child’s higher education. But it doesn’t have to be that way, and there are a range of financially sound alternatives to consider.
As you save for your child’s college education, keep in mind that there’s no single solution—and it’s never too soon to get up to speed on your options.
From taxable investments to financial aid and everything in between, getting familiar with the different asset types and accounts available to you is the best place to start.
We’ve compiled a list of higher education funding options organized by asset type, so you can weigh the advantages and disadvantages of each to make smarter, more informed saving decisions while still being mindful of your retirement savings.

Speak to your advisor to discuss the options that make the most sense for you, and earn an A+ in college funding prep today.

 

Social Post

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LinkedIn and Facebook Post

Have you started saving for your child’s education? Get a head start on college funding prep with Wealthcare’s newest guide. Discover the asset and account options available to you—along with the advantages and disadvantages of each—and earn an A+ in financial planning. Jump into your guide today: Earn An A+ In College Funding Prep <Link to Article>

Twitter

Financial planning for your child’s education can be intimidating, but it doesn’t have to be. Learn about the pros and cons of various funding strategies in Wealthcare’s newest guide, and consult your advisor today. The prize? An A+ in college funding prep.

#a+ #preparation #collegeprepforparents #educationfunding #college #prosandcons #financialplanning #familyfirst #guides #wealthcare #futureforwardfinances #wecare #smartstrategies #smartsaving #savings #taxdeffered #taxexempt #finanicalaid #getinformed #clarityandcontrol

JULY 2021

It’s Time For Your Checkup!

Article

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Email

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[Subject Line]: How healthy is your financial plan?

[Email body]:

Health is wealth. But how healthy is your wealth?

This July, conduct a mid-year financial checkup to ensure you’re on track for the remainder of the year. From your financial vitals—such as your spending budgets, savings contributions, debt management, and more—to other financial health factors including your tax withholdings, credit reports, and insurance coverage, discover all the right questions to ask yourself this month, and set yourself up for long-term financial well-being.

We encourage you to go through {Wealthcare’s} mid-year checkup list, and then contact your financial advisor to discuss any adjustments that need to be made or questions you may have. At {Wealthcare}, a healthier financial future starts today. <Link to Article>

Social Post

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LinkedIn and Facebook Post

Your financial health is important! This July, conduct a mid-year checkup to ensure your spending, savings, and other financial factors are on track. Follow {Wealthcare’s} mid-year checklist to see where you’re aligning with your financial plan, and where you may be falling short. Then, talk to your {Wealthcare} advisor to make any necessary updates. There’s no better feeling than knowing you’re setting yourself up for a healthy future <Link to Article>

Twitter

It’s time for your mid-year checkup! Financial, that is. Follow {Wealthcare’s} guide to see if you’re on track for a healthy financial future—and thank yourself for it later.

#financialhealth #checkuptime #july #midyearcheckup #financialfuture #financialplanning #ontrack #happysummer #healthiswealth #wealthcare #advisors #wecare #guide #checklist #planning #financialfun

AUGUST 2021

Back-To-School Basics: Investing 101

Article

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Email

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Subject Line: Get to know your portfolio with Investing 101

[Email body]:

How well do you know your portfolio?

As students and teachers head back to school, everyone is gearing up for a long year of learning—and there’s no better time for you to do some studying of your own. This month, educate yourself on the basics of investing and take a look inside your portfolio with newfound understanding.

In the world of investing, knowledge is power—and it’s time for you to take charge.

From frequently asked questions to the most important industry terms and the most common types of investments, get up to speed with Wealthcare’s back to basics guide: Investing 101. Review the asset to gain a snapshot of the fundamentals and refer back to it whenever you need a refresher. To do a deeper dive into your portfolio or ask any additional questions, contact your advisor today.

<Link to Article>

Social Post

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LinkedIn and Facebook Post

August is here! For many of us, that means one thing: heading back to school. As students and teachers around the world hit the books, you can do the same—educating yourself on the basics of investing to take control of your financial future. Wealthcare’s latest guide, Investing 101, is a quick study on the fundamentals—covering everything from frequently asked questions to common industry terms and types of investments.

Take a look to get up to speed, and emerge with a newfound understanding of what’s in your portfolio. For a deeper dive, contact your Wealthcare advisor today. <Link to Article>

Twitter

As the world heads back to school, we’ve put together some study material of our own. Meet Investing 101: Wealthcare’s guide covering everything from commonly asked questions to must-know investment types. Check it out today—and reap the financial rewards tomorrow. <Link to Article>

[Hashtag ideas]: #backtoschool #investing101 #basics #backtobasics #investmenttypes #investmentterms #riskvsreward #investing #saving #august #fundamentals #studytime #hitthebooks #stocks #bonds #etfs #mutualfunds #reits #commodities #investingfun #knowyourportfolio #wealthcare #wecare #gettowork #finanicalconfience #knowledgeispower #takecontrol #studyup

SEPTEMBER 2021

It’s Life Insurance Awareness Month

Article

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Email

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Subject Line: It’s Life Insurance Awareness Month: is your policy up to date?

[Email body]:

If something were to happen to you, would your loved ones be financially stable?

It’s Life Insurance Awareness Month: time for you to check if your life insurance policy is up to date. From making sure you have the right beneficiaries listed to assessing whether your current plan has the right amount of coverage, the attached guide will help you ask the questions to land your family in their financial Comfort Zone®—even after you’re gone.

Life insurance isn’t an investment for those who die, but for those who are left behind.

An insurance needs calculator or analysis tool—along with your advisor—will help you determine whether your current plan will cover those you want to protect, for as long as you want it to.

<Link to Article>

Social Post

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LinkedIn and Facebook Post

Life insurance isn’t an investment for those who die, but for those who are left behind. This Life Insurance Awareness Month, make sure your life insurance policy is up to date—from ensuring you have the right beneficiaries listed to assessing whether your plan has the right amount of coverage. Your loved ones will thank you for it later. Take a look at Wealthcare’s new life insurance guide to learn more. <Link to Article>

Twitter

Life insurance can be a sensitive subject, but it’s hugely important. September is Life Insurance Awareness Month, and Wealthcare has created a simple guide to help you determine whether your current plan meets your coverage needs. Take a look today: <Link to Article>

[Hashtag ideas]: #lifeinsuranceawareness #investinyourlovedones #leaveyourlegacy #september #wealthcare #wecare #comfortzone #lifeinsuranceneeds #GDX360 #itstime #updateyourpolicy #financialplanning #advisors #contactus

OCTOBER 2021

National Estate Planning Week

Article

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Email

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Subject Line: Plan your estate with confidence. It’s never too early to start.

[Email body]:

Give One Final Gift To Loved Ones By Taking Care Of This Estate Planning Checklist!

It can be hard to imagine the world without you, but National Estate Planning Awareness Week (October 18-24) reminds us to take a few moments to consider our heirs. What will happen to your accumulated wealth and assets when you’re gone? What can you do today to ease concerns about finances, taxes, and transfers your loved ones may be dealing with now, and after you’ve passed?

As an advisor, I am here to help. I/We’ve put together this comprehensive checklist of questions you’ll need to go over with an estate planner, whether you have $7,000 or $7 million. Estate planning is not a luxury for the rich; it’s a benefit for us all to leave one last gift to our loved ones.


<Link to Article>

Social Post

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LinkedIn and Facebook Post

October 18-24th is National Estate Planning Awareness Week! Making plans for your assets now can give your loved ones room to grieve your loss, without worrying about their financial situation or wealth transfers. Take a moment to consider key questions to ask your estate planner and contact me to take the next step toward greater confidence for your family. <Link to Article>

Twitter

Twitter

Get a helpful comprehensive checklist with questions to ask an estate planner from your friends at Wealthcare. National Estate Planning Awareness Week reminds us it’s never too early to start planning a smooth asset and wealth transfer to take care of the family.

<Link to Article>

[Hashtag ideas]: #NationalEstatePlanningAwarenessWeek #NEPAW #estateplanning #assettransfer #wealthtransfer #lifeinsurance #financialchecklist #wealthcare #trusts #heirs #lifegoals #estatetaxes #estate #legacy #will #retirementplan #retirementplanning #propertytransfer #assetprotection #financialadvisor #estateplanner #estateadvisor #financialplanning

NOVEMBER 2021

National Long-Term Care Awareness Month

Article

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Email

Use the Image and email copy below as part of your email marketing campaign.
[Subject Line]: How tax-efficient are your finances?

[Email body]:

The more you’ve saved, the more you’ll earn on your investments—right? Not necessarily.

It’s tax season, and it’s time you ask yourself one question: are your investments as tax efficient as they could be? You may not know the answer, but I’m here to help you make sure it’s “yes.”

Here are five strategies to help maximize your savings and increase your returns. Because this tax season, you can do more than file your 2020 statement—you can feel confident in your financial future.

Tax and Cost Management
Tax Optimization
Household-Level Rebalancing
Tax Sensitive Withdrawals and Loss Harvesting
Tax Smart Planning

Dive deeper at the link below.

For more information on how to get started, contact me today.

Call to Action (CTA) <read more/link to article>

Social Post

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LinkedIn and Facebook Post

Tax planning may be intimidating, but as your advisor I’m here to help. It’s time you take the steps to make all of your investments as tax-efficient as they can be—maximizing your returns and locking in future savings. These top tax strategies can help you get started.

Call to Action (CTA) <read more/link to article>

#GDX360 #TaxStrategies #LessTaxesMoreSavings

Twitter

This tax season, do more than file your 2020 statement—secure your financial future. Here are 5 strategies to help optimize your tax efficiency, and maximize your savings.

Call to Action (CTA) <read more/link to article>

DECEMBER 2021

Article

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Email

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[Subject Line Options]:

Tis the season for giving (and tax planning!)

[Email body]:

Are you wondering how to make a bigger impact with your charitable giving this holiday season?

Over one-third of all charitable giving happens this month, especially in the last three days of the calendar year. It’s not too late to show some love (and support!) to your favorite charitable organizations, while also reducing your 2021 tax burden.

As your advisor, I can help you allocate funds, maximize the tax benefits extended from the 2020 CARES Act, and plan for next year’s contributions. Let’s talk.

Wishing you and your loved ones very happy holidays,.


<Link to Article>

Social Post

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LinkedIn:

Let’s spread the spirit of generosity with #NationalGivingMonth this December. Contact me(us) to learn how to make the most of 2021 tax deductions, so you can give more and save more in 2021 <Link to Article>

Facebook:

Wondering how to #GiveMore and #SaveMore on your taxes this year? The Taxpayer Certainty and Disaster Tax Relief Act of 2020 extends CARES Act tax relief for individuals and corporations looking to #DonateToCharity this year. Contact an advisor to learn more. <Link to Article>

Twitter

Tweet 1:

Feeling generous? December is #NationalGivingMonth. Find out about new individual and corporate tax breaks for eligible contributions in 2021.

Tweet 2:

Did you know one-third of #CharitableGiving happens in December? Let’s make it a December to remember for those in need. Find out how to #GiveMore, while reducing your #2021Taxes.

[Hashtag Ideas:]

#GivingTuesday, #CharitableGiving, #CharitableDonations, #Charity, #TaxDeductions, #TaxBenefits, #TaxPlanning, #Donate, #GivingToCharity, #LegacyPlanning, #Charities, #DecemberGiving, #2021Taxes, #NationalGivingMonth, #GiveMore, #SaveMore