Connect with clients by sending educational videos on retirement topics, including estate planning, Social Security, and more, created specifically for pre-retirees.

To activate this campaign, navigate to Automated Marketing in the navigation pane on the left side of your dashboard:

Left Nav Bar Automated Marketing

Here, you can locate the Pre-Retiree Primer campaign and toggle the campaign on:

Pre-Retiree Primer

Like our other campaigns, it's up to you to decide which of your contacts receives this campaign. By default, all of your contacts will be in your audience. 

Need to adjust your campaign audience?
Easy! Click here to learn more. 

You will receive an email the day before this campaign goes out to your contacts.That email will contain a preview of the message that your contacts will see. 

Click here for more information on setting
up these campaign notifications. 

Each email will include a short blurb and a link to a video on your website:

  • Click here to view the latest Pre-Retiree Primer video on a website

  • Below is an example of a campaign email:

Want to change your email header graphic and colors? Simple!
Click here to learn more about updating your email design. 

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