Lead generation for financial advisors in Wisconsin.
Wisconsin has about 1.17 million residents aged 65 and over, 19.6 percent of its population. A 2025 law gave residents 67 and older a new subtraction for retirement plan and IRA income, which puts age 67 into the planning conversation.
Who you are actually talking to in Wisconsin.
Wisconsin's new age 67 subtraction rules out state income tax credits in the year it is claimed, so whether to use it is a yearly decision, not a one time election.
Source: U.S. Census Bureau, vintage 2024 population estimates (sc-est2024-agesex-civ), civilian population aged 65 and over.
What Wisconsin pre-retirees are actually asking about
Three rules that shape retirement income in Wisconsin, verified against the Wisconsin Statutes and the Wisconsin Department of Revenue on 2026-09-24.
Social Security is not taxed in Wisconsin
Social Security and railroad retirement benefits are not taxable for Wisconsin. Pension and annuity income that is taxable federally is generally taxable for Wisconsin, with carve outs such as U.S. military retirement pay and certain older public pensions.
A new subtraction starts at 67, with a trade off
From tax year 2025, a resident 67 or older can subtract up to $24,000 a year of qualified retirement plan and IRA distributions, or up to $48,000 on a joint return when both spouses are 67. Claiming it rules out Wisconsin income tax credits for that year.
30 percent of long term capital gain is excluded
Wisconsin generally lets residents subtract 30 percent of capital gain on assets held more than one year, and on assets acquired from a decedent. The subtraction rises to 60 percent for qualifying farm assets held more than one year, which matters when a family sells qualifying farmland.
A separate, older $5,000 subtraction at 65 still exists, but it applies only when federal adjusted gross income is under $15,000, or under $30,000 combined for a married couple.
The same system, run in Wisconsin.
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 Wisconsin.
Book a strategy call and we will show you how the program performs in your region.