In the midst of global financial catastrophes and unimaginable obstacles, Lone Beacon remains resolute and committed to identifying and relentlessly capitalizing on growth for our clients. There is no doubt: traditional seminars and face-to-face appointments have drastically changed, but the need for steadfast financial help has never been stronger. With families sheltered in place, the most effective way to reach prospects and reopen lines of communication is through digital platforms – specifically, The Webinar.
Our “Tax Traps” webinar content helps financial advisors engage with their hard-earned leads by demystifying recent market volatility, presenting information on tax credits and deductions, and minimizing the tax burden families will feel as they prepare for retirement.
Lone Beacon previously created the “Keep Calm and Retire On” webinar addressing the impact of the COVID-19 pandemic, and has recently completed a new webinar geared towards helping individuals prepare financially for uncertain tax environments in the future. It puts tax planning in the context of the COVID-19 pandemic by covering how market downturns could affect retirees‘ and near-retirees‘ tax burdens, and opportunities to take advantage of this year and in the future. It also highlights the most important parts of the CARES Act for Americans age 50 and over, and examines long-term tax trends that could affect them.
Much like a well-diversified portfolio, Lone Beacon knows that it is imperative to create an integrated approach in marketing. Marketing elements are more effective when they work together and are part of a larger marketing ecosystem. We give as much thought to how to promote our content as the content creation so that our advisors can see maximum ROI. In addition to the webinar presentation itself, Lone Beacon provides the following marketing elements:
- Webinar Landing Page
- Social Media Ads
- Social Media Campaign Management
- Email Templates
- Custom Branded Tax Guide
Lone Beacon has the ability to not only learn from its 1st party data on-hand but to apply strategic improvements based on it. That, coupled with national empirical data as well as data from specific advisories across the country, led Lone Beacon to perform a new study and analysis on recent webinar metrics. Our Webinar Case Study looks at data from 25 webinars to assess the success of on-demand vs scheduled webinars and the webinar platform in general – read to find out what we learned.
Although “Tax Traps” is the most recent Lone Beacon webinar, we are continually creating new content; coming soon will be additional Webinars on Social Security, Guaranteed Income and Annuities, and the CARES Act. For more information on our “Tax Traps” webinar & guide, please contact us and a member of our team will reach out to you shortly.