Kansas

Lead generation for financial advisors in Kansas.

Kansas has about 528,200 residents aged 65 and over, 17.9% of its population, per Census Bureau 2024 estimates. Its income tax has two rates, 5.2% and 5.58%, and since 2024 Social Security has been fully exempt.

The state in numbers

Who you are actually talking to in Kansas.

528,177residents aged 65 and over
17.9%of the state population
2,950,274total population

Kansas exempts its own public pensions and federal and military pensions, but private pensions, IRAs and 401(k)s are not on its list of exemptions, so the mix of accounts a pre-retiree holds shapes the state bill.

Source: U.S. Census Bureau, vintage 2024 population estimates (sc-est2024-agesex-civ), civilian population aged 65 and over.

Market knowledge

What Kansas pre-retirees are actually asking about

Three rules shape retirement income planning in Kansas, verified against the Kansas Department of Revenue and the Kansas Statutes on 2026-09-24.

Social Security is fully exempt from 2024

For tax years beginning after December 31, 2023, Social Security benefits included in federal adjusted gross income are not subject to Kansas income tax. The change came in Senate Bill 1 of the 2024 special session and applies at every income level, so it reaches higher income retirees as well.

Kansas and federal pensions are exempt; IRAs are not

KPERS, Kansas police and fire, teacher and Highway Patrol pensions, federal civil service annuities, military pensions and Railroad Retirement benefits are subtracted on Schedule S. Private pensions, IRAs, 401(k)s and other states' public pensions are not on that list, so for joint filers they are generally taxed at 5.2% up to $46,000 of taxable income and 5.58% above.

Property tax increases can be refunded from 65

The K-40SVR program refunds the difference between a homeowner's property tax in a base year and the current year for owners who were 65 or older for the entire base year. For 2025, household income must be $58,041 or less, and the home cannot be valued above $350,000 in the base year. The earliest base year is 2021.

Kansas has no estate tax for deaths after December 31, 2009. SB 269 (2025) can lower income tax rates when revenue allows, but no reduction was triggered for tax year 2026.

How it runs

The same system, run in Kansas.

1

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.

2

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.

3

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.

4

Coaching to close

Discovery scripting, objection handling and post-call review, with the full funnel tracked from first contact to signed client.

Claim your market

Let's build your pipeline in Kansas.

Book a strategy call and we will show you how the program performs in your region.