GReminders lets you leverage your contacts in your CRM to automate a variety of email and SMS notifications to clients around critical life events. One of the most powerful ways financial advisors use this feature is to proactively target clients approaching key age milestones.

By setting up dynamic date criteria, you can automatically run bulk sends or continuous outreach to prepare clients for strategic tax transitions, Social Security decisions, or Medicare registration windows.

These automated touchpoints ensure you never miss a critical planning window, building deeper client trust while systematically opening doors for annual reviews or specialized consultations.

To build these automated lists, you will filter your CRM contacts using criteria based on their Calculated Age/Birthday fields.

For notifying clients when they are reaching 59 1/2 that they can now withdraw from IRA/401(K) penalty-free, you would want to send that 90 days before.

For notifying clients who have hit the earliest Social Security eligibility (62 years old). You would want to typically send this 6 months before their birthday.

For notifying clients that their Medicare planning window opens, you would want to send this out 2 years before they turn 65 years old.

For notifying clients that they have reached Medicare eligibility (65 years old), you will want to send this out 3 months prior.

For notifying clients that their Social Security benefits have been maximized (70 years old), you will want to send this out 6 months prior.

For notifying clients that their QLACS is allowed up to 25% of IRA balance (75 years old), you will want to send this out 3 months prior.

For notifying clients that their RMD window has come up (73 for those born 1951+ and 72 for the rest), you will want to send this out when they turn 72 IF their birthday IS BEFORE 1951.

Remember that you don’t have to manually pull these lists every week. Once you build a milestone list, you can check “Make this an Ongoing Automation.” GReminders will continuously monitor your CRM, picking up clients the exact week or month they cross into these age parameters, delivering your custom SMS or Email reminder completely hands-free. Use this in conjunction with a calendar scheduling link so they can instantly book their milestone review session with you.

We are here to help. If you need assistance setting up advanced date-math filters for your specific CRM fields, please contact [email protected] or enlist our dedicated onboarding team to help build these out for you.

Happy Scheduling!