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 Life insurance, IRAs, and 401(k) plans. We can help you create a complete financial plan for your future.
Whether you're head of a growing family or in charge of a business, you need financial planning. And at (Your Agency Name) we can help you with all your planning. We might be able to show you where to turn for the lowest interest rates. We can also help you get the highest return on your Life insurance dollar.
We'll be calling you soon to set up an appointment to review your financial planning needs.
Sincerely,