Letters (Customer Service)
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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...
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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...
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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...
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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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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...
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FINANCIAL SERVICES - 401(K) Dear (Customer Name): Does your company have a retirement plan for its employees? Do the employees feel it's an adequate plan? If you answered 'no' to either question...
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FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...
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FINANCIAL SERVICES - IRAS Dear (Customer Name): Individual Retirement Accounts (IRAs) have always been a good investment - even with the tax changes. Income earned on an IRA remains tax-free, and th...
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FIRST CLAIM ACKNOWLEDGEMENT Dear (Customer Name): RE: ( ), ( ), with ( ). Thank you for reporting your recent claim so promptly. We have sent the report to (Name) today, and your claim should be ...
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FLESHING OUT PRESENT ACCOUNTS THANK YOU FOR YOUR INSURANCE BUSINESS! Dear (Customer Name): Perhaps we don't say it often enough, but we sincerely appreciate serving you. As independent insurance ...