FINANCIAL SERVICES - 401(K)
Dear (Customer Name):
You have been a valued customer at (Your Agency Name) for ( ) years.
But did you know that in addition to offering a number of insurance products, we can also help you with your financial services needs?
We offer a variety of financial services products, including 401(k) programs, designed to help your company provide top-quality employee benefit packages.
What better way to show your employees you care about their financial future than a 401(k) plan? Our financial planning experts can help you set up and maintain a 401(K) program.
We'll be calling you soon to set up an appointment to discuss your financial services needs.
Sincerely,