Title: Title: Estate Plan Refresh: Navigating the New Tax Landscape with Golden Door Asset Tagline: Tagline: Secure Your Legacy in a Changing World Problem: The Problem Statement: Recent tax legislation has significantly altered the landscape of estate planning, potentially rendering existing estate plans outdated and inefficient. Golden Door Asset clients risked unnecessary tax burdens and the possibility of their intended wealth transfer strategies being compromised without a proactive review and update of their existing plans. Many clients were unaware of the changes and the potential impact on their families' futures. Solution: The Solution Statement: Golden Door Asset implemented a targeted lead generation campaign focused on offering complimentary Estate Plan Reviews to existing clients. This included personalized communication highlighting the specific impacts of the new tax laws on their individual circumstances. These reviews identified opportunities for optimization, ensuring alignment with current legislation and the client's evolving financial goals. Follow-up meetings were scheduled to discuss proposed changes and implement necessary updates to their estate plans. ROI: ROI Impact Statement: The Estate Plan Refresh campaign generated a 25% engagement rate among targeted clients. Updated estate plans led to an average increase of 12% in AUM per participating client, driven by strategic repositioning of assets and increased client confidence in Golden Door Asset's proactive management. Client retention rates among participants improved by 8% year-over-year, showcasing the value of proactive and personalized service. Description: Description: A case study demonstrating how Golden Door Asset proactively engaged existing clients to review and update their estate plans in response to recent tax law changes, resulting in stronger client relationships, increased Assets Under Management (AUM), and reinforced trust. Category: Category: Lead Gen