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Articles tagged with customer name


Estate Planning

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ESTATE PLANNING Dear (Customer Name): Estate planning is the key to keeping things running. Unfortunately, many estates suffer from forced liquidation because not enough cash is available for taxes ...

Existing Clients

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EXISTING CLIENTS Re: Homeowners Insurance Dear (Customer Name), Enclosed is your renewal policy effective (Date) written with (Company Name). As you are undoubtedly aware, construction costs are c...

Explain High Prices

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EXPLAIN HIGH PRICES Dear (Customer Name): UP, UP, AND AWAY . . . unfortunately, that's where insurance costs seem to be heading these days. More and more people are suing America...

Explains Hard Market

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EXPLAINS HARD MARKET Dear (Customer Name): You've probably noticed that your insurance rates have increased. It's nothing personal. The insurance industry is in what is ...

Extra Expense

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EXTRA EXPENSE KEEP YOUR BUSINESS DOORS OPEN Dear (Customer Name): Try to imagine posting this notice on your fire-damaged building: 'Sorry about the fire. It will take approximate...

Fiduciary Responsibility

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FIDUCIARY RESPONSIBILITY Dear (Customer Name): How do you know if you have the right Fiduciary Liability policy? Take the insurance buyers' ERISA quiz: ...

Fifty Years' Experience In Homeowners

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FIFTY YEARS' EXPERIENCE IN HOMEOWNERS Dear (Customer Name), This may come as a surprise to you ... in the next few days, your banker might spend a substantial number of your hard-earned dollars (ve...

Financial Institutions - "An Investment In Insurance"

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FINANCIAL INSTITUTIONS - 'AN INVESTMENT IN INSURANCE' Dear (Customer Name): WOULD YOU OFFER ALL YOUR CUSTOMERS THE SAME INVESTMENT PLAN? Of course not - for your financial institution t...

Financial Institutions - "We Are Specialists"

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FINANCIAL INSTITUTIONS - 'WE ARE SPECIALISTS' Dear (Customer Name): IT'S JUST GOOD COMMON SENSE . . . to consult (Your Agency Name) when you're looking for Financial Institution insur...

Financial Services

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FINANCIAL SERVICES Dear (Customer Name): We have handled your ( ) insurance for ( ) years. Did you know we also can take care of your financial services needs? As an independent agency, we offer Li...

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