The opportunity:
Born from 1965 to 1980,1 Gen Xers are in their prime earning years. In fact, 46% of business owners are members of this generation.2 These clients should be thinking about portfolio diversification to help mitigate tax risk in retirement.

The message:
“If you are making maximum contributions to your 401(k) plan or own a business, talk with a financial professional about planning
for tax-efficient retirement income.”

1FamilySearch, “Generation X: History and Characteristics,” January 16, 2021.
2SmallBizGenius, “39 Entrepreneur Statistics You Need to Know in 2021,” May 27, 2021.

Launch a campaign with personalized direct marketing

"Diversify with a Tax-Efficient Retirement Asset"

Attach this link to your client emails and social posts.

https://vimeo.com/622779352/b4b97bfee1 Copy Link

Embed this video into your website.

<iframe src="https://player.vimeo.com/video/622779352?h=b4b97bfee1" width="640" height="360" frameborder="0" allow="autoplay; fullscreen" allowfullscreen></iframe> Copy Embed Code

Want more marketing support?


Find additional client-approved collateral
and producer material.


Get Resources  


See Other Campaigns