template Income Gap Calculator -

Advisor Income Gap Calculator Content Kit

A complete toolkit to help financial advisors integrate, promote, and personalize the Income Gap Calculator with ease.

Overview

This content kit is designed to help advisors easily promote and integrate the Income Gap Calculator on their website, social media, email campaigns, and newsletters. Each section provides editable templates you can customize with your firm’s branding, disclosure language, and personal tone. The goal is to make it simple to engage your pre-retiree and retiree audience, drive more website traffic, and convert visitors into qualified leads.

All content can be personalized with placeholders:

[ADVISOR_NAME] – Your name or team name
[FIRM_NAME] – Your firm or practice name
[ADVISOR_WEBSITE] – Link to your website page where the calculator appears
[DISCLOSURE_TEXT] – Compliance disclosure language specific to your firm

Each piece already includes natural prompts for your audience to use the calculator, download their personalized report, and engage with your firm.

Website Content Templates

Short-Form (Above Calculator)

Headline options:

See If Your Retirement Income Covers Your Expenses
Estimate Your Income Gap in Retirement
Understand Whether Your Retirement Plan Is on Track

Body copy:
Use this calculator to estimate the difference between your expected monthly income and projected retirement expenses. It helps you see whether your current income sources may cover your future needs — or if there could be a shortfall to plan for.

CTA:
Try the Income Gap Calculator Below

Disclosure:
[DISCLOSURE_TEXT]

Tip for Advisors: Keep this section short and above the calculator so visitors see context before they begin.

Long-Form (Below Calculator)

Purpose: For advisors who want to add more educational context, SEO value, and engagement. Use this under the calculator or as a standalone page section.

Headline:
Understanding Your Income Gap in Retirement

Body copy:
Retirement planning isn’t just about how much you save — it’s also about how much you may need to spend and receive each month once you stop working. Seeing both sides of that equation can help you plan with greater confidence.

This Income Gap Calculator estimates how your future expenses may compare to your expected income in retirement. It first adjusts your expenses for inflation, then subtracts income sources such as Social Security, pensions, or other lifetime income streams. The result is a clear picture of whether your projected income may meet, exceed, or fall short of your estimated expenses.

You can download a personalized report summarizing your results to use as a reference or share during your next planning discussion.

Try the calculator below to estimate your income gap and see how your retirement picture may look.

[DISCLOSURE_TEXT]

Tip for Advisors: This version works well below the calculator or as a standalone educational resource page. You can add your own insights or a brief video introduction for a personal touch.

Social Media Post Templates

Email Template (Advisors → Clients/Prospects)

Purpose: For re-engaging inactive clients or reaching new prospects through email campaigns or newsletters. This message feels personal and useful without being overly technical.

Subject line options:

See If Your Retirement Income Covers Your Expenses
Estimate Your Income Gap in Minutes
Understand Your Retirement Income Picture

Body copy:

Hi [FIRST_NAME],

A key part of retirement planning is understanding whether your income will cover your expenses. While no one can predict the future exactly, seeing an estimate can help you prepare with clarity.

Our Income Gap Calculator compares your projected monthly expenses to your expected income sources, after factoring in inflation. You’ll see right away whether your income may meet your needs or if there’s a gap to plan for.

Try it here: [ADVISOR_WEBSITE]

Best,
[ADVISOR_NAME]
[FIRM_NAME]

Disclosure:
[DISCLOSURE_TEXT]

Tip for Advisors: This email template works great in targeted list campaigns to increase open and click rates.

Article / Blog Template

Short Version (100–150 words)

Headline options:

Estimate Your Income Gap in Retirement
How to See If Your Retirement Income Covers Your Expenses
Planning Ahead for Your Retirement Income Needs

Body copy:
One of the most helpful steps in retirement planning is understanding whether your income will match your expected expenses. This calculator shows how your projected monthly income compares with your inflation-adjusted expenses to help you see if you’re on track.

It’s quick, educational, and designed to make your retirement picture easier to visualize. Try the Income Gap Calculator below and download your personalized report in just a few clicks.

Disclosure:
[DISCLOSURE_TEXT]

Long Version (500–600 words)

Headline:
How to Understand Your Income Gap in Retirement

Body copy:
A successful retirement plan depends on more than just savings — it’s about matching your future income with the expenses you’ll need to cover. That difference is your income gap. Knowing what it looks like can help you make more informed decisions about your retirement strategy.

What this calculator shows
Our Income Gap Calculator estimates how your future expenses — adjusted for inflation — compare to your income from sources such as Social Security and pensions. If expenses are greater than income, the difference is shown as an income gap. If income exceeds expenses, you’ll see that reflected too.

How to use it
Enter your current age, expected retirement age, and monthly expenses along with your income sources. The calculator displays your estimated monthly gap instantly and provides a clear summary you can download for reference or discussion.

Why it matters
Understanding your income gap helps you plan ahead with realistic expectations about how your resources align with future spending needs. It’s a valuable starting point for exploring ways to strengthen your financial readiness for retirement.

Your next step
Try the calculator below to see how your income compares to your projected expenses. Download your personalized report and consider discussing your results with [FIRM_NAME] for a clearer view of your retirement plan.

[DISCLOSURE_TEXT]

Tip for Advisors: You can repurpose this article for your website’s blog, newsletter, or as a long-form educational post on LinkedIn. Consider adding a brief introductory note in your own voice to personalize the experience.