Lead generation for financial advisors in Louisiana.
Louisiana has 814,527 residents aged 65 and over, 17.8% of the state and 27th of 50 states by count. The income tax overhaul that took effect in 2025 changed the math for retirees drawing down taxable savings. Advisors who can explain the new rules have a clear opening.
Who you are actually talking to in Louisiana.
Louisiana moved to a flat 3% income tax in 2025 and doubled its age 65 retirement income exemption to $12,000 per person for that year, so withdrawal plans built before 2025 are worth a fresh look.
Source: U.S. Census Bureau, vintage 2024 population estimates (sc-est2024-agesex-civ), civilian population aged 65 and over.
What Louisiana pre-retirees are actually asking about
Louisiana rewrote its individual income tax from tax year 2025. These three points cover what most changes a retirement income plan, verified against the Louisiana Department of Revenue and the Louisiana Revised Statutes on 2026-09-24.
A flat 3% state income tax since 2025
For taxable periods beginning on or after January 1, 2025, Louisiana taxes individual income at a flat 3%, replacing brackets that reached 4.25% for 2022 to 2024. A taxable pension payment, IRA withdrawal or Roth conversion is now taxed at the same 3% state rate whatever the income level.
Retirement income exemption doubled to $12,000 at 65
For 2025, Louisiana exempts $12,000 of annual retirement income, meaning pension and annuity income, for each individual aged 65 or older, up from $6,000. When both spouses are 65 or older, each can exclude up to $12,000. The amount is indexed for inflation each year beginning January 1, 2026.
Social Security and government pensions are excluded
Social Security benefits taxed on the federal return may be excluded from Louisiana taxable income. Federal retirement benefits, military and civilian, may be excluded as well, as can benefits from many Louisiana public retirement systems, including LASERS and the Teachers' Retirement System.
A constitutional amendment on the November 3, 2026 ballot would raise the income limit for the senior special assessment level (the homestead assessment freeze available at 65) from $100,000, indexed for inflation from 2026, to $150,000 for tax years from 2027. It is a proposal until voters approve it.
The same system, run in Louisiana.
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.
We run the same system in every state. Every one has its own page.
See everything we do across the United States, or the full map of where we work.
Let's build your pipeline in Louisiana.
Book a strategy call and we will show you how the program performs in your region.