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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 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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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 ...
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ESOPS WHERE IS YOUR COMPANY GOING? Dear (Customer Name): Do you have a perpetuation plan in place specifying what will happen to the company when you retire, or should something happen to...
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ESOP Dear (Customer Name): When employees become owners, profits rise, morale increases, and company sales increase. That's the scenario according to Employee Stock Ownership Plan (ESOP). Studies ...
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DISABILITY/HOMEOWNERS Dear (Customer Name): Your family depends on you. You provide them with food, shelter, and all the comforts of life. But what if you were not able to do so? How would they get...
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DISABILITY/AUTO Dear (Customer Name): If your car is damaged in an accident, you have insurance to pay for the repairs. If your house is burglarized, you have insurance to pay for the stolen items....
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ANNUITY PLAN Dear (Customer Name): Picture this: a warm climate . . . long breakfasts in the mornings . . . golf all afternoon . . . vacationing with the children . . . and no more 8-to-6 rat race! ...
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GROUP INSURANCE IS EXPIRING Dear (Customer Name): As you may recall, ( ) from (Your Agency Name) spoke with you concerning your Group insurance. As you know, we are very interested in working with y...
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GROUP HEALTH LOSS CONTROL HELPING GROWING COMPANIES COPE WITH THE ALPHABET EXPLOSION Dear (Customer Name): (Your Agency Name) can help you save money and time! Here's how: ...