A READY-TO-POST CONTENT KIT FOR RETIREMENT PROFESSIONALs
Help your clients understand the retirement accounts they’ve spent years building.
Your clients may have spent 20, 30, or even 40 years building retirement accounts.
A 401(k) from their current employer. Another one from three jobs ago. An IRA they opened years ago. Maybe a 403(b), TSP, or pension somewhere in the mix.
And there’s a pretty good chance they’ve never looked at all of it together.
That’s exactly why you need to be talking about it.
The 401(k), IRA & Rollover Content Kit gives you ready-to-use content to help your audience understand the retirement accounts they’ve built, recognize what may deserve a closer look, and start thinking about decisions they may need to make as they change jobs or approach retirement.
You can talk about old 401(k)s, rollovers, IRAs, 403(b)s, TSP, fees, beneficiaries, account reviews, and retirement transitions without spending hours researching every topic or figuring out how to turn it into client-friendly content.
And this isn't just a stack of social media captions.
You also have the stories, graphics, emails, SEO blog content, and a client-facing Retirement Account Checkup to help you take the conversation beyond the feed.
I already did that part for you.
“I think I have a 401(k) from that job.”
sounds simple.
Until your client realizes they haven’t looked at that account in eight years.
They may not remember where it’s held, how it’s invested, what they’re paying in fees, or even who they named as the beneficiary.
They may have another retirement account from the job before that one. And an IRA they opened years ago. Maybe a 403(b) or TSP somewhere in the mix.
Then a job change or retirement gets closer and suddenly they’re trying to figure out what to do with all of it.
That’s why this content matters.
The 401(k), IRA & Rollover Content Kit gives you a simple way to start these conversations before your client is staring at a rollover form trying to make a decision about money they’ve spent decades building.
You’re helping them find the accounts, understand what they have, notice what deserves attention, and know when it’s time to have a bigger conversation.
Because the best time to understand a retirement account is before you have to decide what to do with it.
Your clients have retirement accounts.
They may not understand what they have.
They may have a 401(k) from a former employer they haven’t looked at in years.
They may have multiple retirement accounts and wonder whether they should leave them where they are or consolidate them.
They may be considering a rollover without realizing fees, withdrawal rules, protections, tax treatment, and other account features can change when money moves.
And as retirement gets closer, they may finally realize they’ve never looked at all of those accounts together.
You don't have to figure out how to explain this.
The 401(k), IRA & Rollover Content Kit gives you ready-to-use content to start conversations about the retirement accounts your clients have spent years building.
Inside, you'll get:
20 ready-to-post social media posts
Client-friendly captions covering 401(k)s, IRAs, 403(b)s, TSP, old employer accounts, rollovers, fees, beneficiaries, job changes, account reviews, and approaching retirement.
60 corresponding story prompts
Three stories for every post to help you reinforce the topic, use polls and questions, and find out what your audience is already wondering about.
20 editable Canva graphics
Ready-to-brand designs for every post so you're not starting from a blank Canva screen.
The Retirement Account Checkup
An editable, client-facing resource you can brand as your own and use as a lead magnet to help clients inventory their accounts, identify what may deserve attention, and prepare for a retirement account review.
3 ready-to-send client emails
Emails designed to help you reach the people already on your list, start retirement account conversations, and invite the right people into a review.
3 SEO-optimized blog posts
Search-friendly, ready-to-publish articles built around questions people are already asking about old 401(k)s, rollovers, and finding retirement accounts from previous employers.
And no, you don't have to research all of these topics, write 20 captions, create 60 stories, design the graphics, write the emails, figure out SEO, and build the lead magnet yourself.
One less retirement topic
you have to turn into content.
$47
$47
What do you get?
20 ready-to-post social media posts + graphics
Client-friendly captions covering 401(k)s, IRAs, 403(b)s, TSP, old employer accounts, rollovers, fees, beneficiaries, job changes, and approaching retirement, plus an editable Canva graphic for every post.
60 ready-to-use story prompts
Three corresponding stories for every post, including polls, questions, and simple educational prompts that help you keep the conversation going.
The Retirement Account Checkup
An editable, client-facing resource you can brand as your own and use as a lead magnet to help clients inventory their retirement accounts, spot what may need attention, and prepare for a review.
3 ready-to-send client emails
Done-for-you emails that help you take the conversation beyond social media, from finding forgotten retirement accounts to rollover questions and approaching retirement.
3 SEO-optimized blog posts
Ready-to-publish articles built around retirement account questions people are actually searching for, complete with SEO titles, keywords, meta descriptions, URL slugs, and FAQs.
A complete plug-and-play content plan
Everything is organized so you know how to use the posts, stories, lead magnet, emails, and blogs together instead of getting a folder full of content and wondering what the heck you're supposed to do with it. 🤣
Founder
Megan Thomas
I work with insurance and retirement professionals every day, and one thing I know for sure is that your clients already have questions about the retirement accounts they’ve built.
They just may not be asking you yet.
They’re changing jobs. Finding old 401(k)s. Getting closer to retirement. Wondering whether they should consolidate accounts. Hearing that they should “just roll it over” without really understanding what could change when they do.
That’s exactly why I created this kit.
Retirement accounts give you so many opportunities to educate your audience, but they aren’t always the easiest topics to turn into content people actually want to read.
There are rules to research, distinctions to explain, and a whole lot of financial language that needs to sound like something an actual human would say. 🤣
So I did the heavy lifting for you.
I turned these conversations into 20 social posts, 60 story prompts, editable graphics, three client emails, three SEO-optimized blog posts, and The Retirement Account Checkup, giving you content that can start the conversation on social media and help you continue it well beyond the feed.
Customize it. Start sharing it. Put useful information in front of the people who already know you.
Because your clients have spent years building these accounts. I want you to be the person they think of when they finally have questions about them.
Your clients have spent years building these accounts.
Be the person they come to when they have questions.
20 posts. 60 stories. Editable graphics. 3 client emails. 3 SEO-optimized blogs. The Retirement Account Checkup.