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Unlocking wealth through tax savings

Retirement Navigator aimed to highlight the significant tax savings that can be achieved through strategic retirement planning. Most consumers are unaware of how to go about building and executing tax savings in retirement. The goal was to raise awareness and encourage potential clients to explore Retirement Navigator’s unique services.

Client

Retirement Navigator

Deliverables

Content

Year

April to May 2024

Preview

Project Link

Solution

A comprehensive article titled "How to unlock tax savings for a wealthier retirement" was produced. The article provided actionable advice on strategic tax planning, emphasizing the importance of making informed funding choices during retirement years to enhance cash flow. The content aimed to educate readers on optimizing their retirement savings and encouraged them to schedule a complimentary session with Retirement Navigator.

Results

Page views: Achieved over three times the expected page views.

Quality time spent: The article's average time spent exceeded the benchmark by 70%, resulting in more than 100 hours of time spent from engaged readers on the article content, alongside Retirement Navigator’s brand ad surround.

Average scroll depth: Surpassed expectations by more than 80%

Solution

Results

Page views: Achieved over three times the expected page views.

Average scroll depth: Surpassed expectations by more than 80%

Takeaways: The campaign successfully addressed a critical and often overlooked aspect of retirement planning, resonating deeply with the audience. The focus on strategic tax planning and incremental cash flow optimization drew significant engagement, indicating a strong interest in actionable financial advice.

On to Ottawa

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