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Free Sample – The Financial House

All assets ready to download – Social graphics, video, flyer, postcard & blog post included
Download All Assets
Retirement planning gets a whole lot easier to explain when clients can visualize it as something familiar. This kit is built around the "financial house" framework — a four-part analogy covering income, investments, protection, and estate planning — that turns abstract concepts into a conversation clients actually follow. Use these materials to open planning discussions, introduce comprehensive reviews, or re-engage clients who've been putting off the "big picture" talk.

Social Images & Suggested Captions

Your retirement plan should be built on something solid. Just like a house needs a strong foundation, your financial life needs a reliable income strategy once the paycheck stops. Social Security, pensions, and withdrawals from savings should all work together to support your lifestyle. Without the foundation, the rest of the plan doesn’t hold up.
A foundation alone doesn’t make a house livable. Your investments are the walls of your financial home. They provide structure and help your wealth grow so your income can keep up with inflation over time. A thoughtful investment plan helps you keep building strength into your financial future.
Even the best house needs protection from the storm. Insurance and risk planning act as the roof over your financial life. Coverage for life, health, and long-term care helps protect everything you’ve worked to build.
Once your financial house is built, it’s time to think about the legacy it creates. Estate planning is where your values and priorities come into focus. It helps ensure your wealth supports your family, your goals, and the causes you care about. The finishing touches are often the most meaningful.
Download Social Assets (.zip)

This is one kit. The vault has 50+.

✓Instant access to everything
✓New content every month
✓One-time price

Animated Video

Download Video (mp4)

Client Flyer / PDF

Use as a handout, radio show giveaway, office leave-behind, or website lead magnet.

Download Client Flyer (.pdf)

This is one kit. The vault has 50+.

✓Instant access to everything
✓New content every month
✓One-time price

Postcard

Front

Back

Download Postcard Design (.pdf)

Blog Post

Blog Post

Ready-to-publish Word document. Copoy & paste directly into your website or CMS.

Download Blog Post (.docx)

This is one kit. The vault has 50+.

✓Instant access to everything
✓New content every month
✓One-time price

Your 5-Step Monthly Routine

  1. Schedule one social graphic per week to Facebook, LinkedIn, and other channels.
  2. Publish the animated video to your YouTube channel.
  3. Publish the blog post to your website.
  4. Send an email blast featuring this month’s topic using the blog, graphics, and/or flyer.
  5. Use the postcard for a client and/or prospect mailer.

10 More Ways To use This Content

Toolkits & Lead Magnets

Include the flyer in retirement toolkit giveaways or put it behind an email form as a lead magnet.

Prospect Follow-Up

Send a relevant blog, video, or flyer after meetings with prospects to stay top of mind.

LinkedIn Authority Posts

Break the blog into 5–7 thought leadership posts for a LinkedIn content series.

Podcast & Radio Talking Points

Use the blog outline as fodder for your next podcast, radio show, or YouTube video.

Seminars & Workshops

Include the flyer in your seminar packets as helpful educational takeaways.

Website Enhancer

Publish the video directly to your website within the blog post or as a standalone feature.

Social Video Posts

Upload the video directly to Facebook, LinkedIn, or Instagram as a native post for extra reach.

Client Portal

Add materials to your client portal and share with professional partners — CPAs, attorneys, etc.

Webinar Content

Use the materials to record a short webinar or virtual workshop for clients and prospects.

Client Review Trigger

Share a relevant topic with existing clients as a conversation starter — a natural, low-pressure reason to reach out and schedule their next annual review.
Pricing

One decision. Years of content.

Buy the vault once and own everything currently inside it. Your purchase includes 6 months of new monthly content free, then $49/month continues automatically unless cancelled.

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The Vault

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✓ After the 6 free months, $49/month continues automatically unless cancelled
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Monthly Access

If you don't need the whole vault but want ongoing content.

$49 /month
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✓ New monthly kit delivered each month
✓ Access to the prior three months of content on a rolling basis
✓ Cancel anytime
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Done For You

Love the monthly access idea but want someone to do all the posting for you? We've got you covered.

We handle all the posting across your website and social channels, fully managed. Includes rolling monthly content access.

$200 /month
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