Finch
Oct 6, 2026
The retirement industry is changing. Are you ready?
4 industry shifts every provider needs to know.
Why it works
- Lead with a broad industry change, then explain why it matters to the audience before introducing the deeper resource.
- Set a clear expectation for what the linked content covers so readers know what they will get from the call to action.
- Keep the email focused on one topic and one primary action rather than adding competing offers.
How it is built
- Personalized greeting
- Industry shift overview
- Provider challenges
- Trend breakdown setup
- Single call to action
Email copy
Hi [First name], The retirement industry is undergoing a major shift. Americans are retiring with less, prompting new legislation like SECURE Act 2.0 to rewrite the rules on how plans are built and managed with a focus on automation and accessibility. Retirement providers today face more pressure, more complexity, and higher expectations from employers and employees alike. We’ve identified four key trends that are set to define the next decade of retirement. Get the full breakdown, what’s driving each shift, and how you can respond. See the Trends Finch, 2261 Market Street #4127, San Francisco, California 94114, United States Unsubscribe Manage preferences