Lead generation for financial advisors in Delaware.
Delaware has 229,028 residents aged 65 and over, 21.8% of the state and the 5th highest share of any state. An older population that concentrated puts pension exclusions, property tax credits and residency rules near the top of the planning agenda.
Who you are actually talking to in Delaware.
From age 60, Delaware's pension exclusion also covers dividends, interest and capital gains, while its senior school tax credit carries a 10 year domicile test for anyone who moved in after 2017, which matters for people relocating in retirement.
Source: U.S. Census Bureau, vintage 2024 population estimates (sc-est2024-agesex-civ), civilian population aged 65 and over.
What Delaware pre-retirees are actually asking about
The questions here are about what the pension exclusion covers and who qualifies for property tax relief. Verified against the Delaware Division of Revenue, the Delaware Code, the Department of Finance and the Delaware General Assembly on 2026-09-24.
Social Security is not taxed in Delaware
Social Security and Railroad Retirement benefits are not taxable in Delaware and are subtracted to the extent they are included in federal adjusted gross income. They do not count toward the separate pension exclusion, which is left for pensions, IRA withdrawals and investment income.
Up to $12,500 per person excluded from age 60
From age 60, each person can exclude up to $12,500 of pensions and eligible retirement income combined, which includes IRA and 401(k) distributions, dividends, interest, capital gains and net rental income from real property. Under age 60, the exclusion is limited to $2,000 of pension income.
Senior school tax credit, with a 10 year test
Homeowners 65 or over can receive a credit of 50% of regular school property taxes on a primary residence, up to $500. Anyone who established domicile in Delaware after December 31, 2017 must have been domiciled in the state for 10 consecutive years to qualify. Applications close April 30.
Some online guides quote a $25,000 pension exclusion. That figure comes from HB 108 of 2025, which was last recorded in the House Revenue and Finance Committee and was not enacted; the Delaware Code still sets $12,500.
The same system, run in Delaware.
Intent-driven ads
Hyper-targeted campaigns built to create intent, not just impressions. Pre-retirees in your market meet educational content first, so they arrive already wanting a planning conversation.
Consent and verification
A multi-step survey plus prior express written consent, then phone and email validation. Every contact belongs to one advisor only. Never shared, never resold, never recycled.
Appointment setting
Our team confirms the call, sends your content ahead of it and handles follow up. Or you run the cadence yourself with our system.
Coaching to close
Discovery scripting, objection handling and post-call review, with the full funnel tracked from first contact to signed client.
Where else the program performs.
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Let's build your pipeline in Delaware.
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