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AGENCY BROCHURE ENCLOSED Dear (Customer Name): Thank you for letting us take the opportunity to review your insurance program. Before we meet, I thought I would share a little of our firm's backgro...
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SOCIAL SECURITY PLANNING DO YOU KNOW HOW MUCH YOU'RE OWED? Dear (Customer Name), Like most Americans, you have access to a valuable insurance fund that provides coverage for Disab...
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PERSONAL LINES DISABILITY Dear (Customer Name): Your car . . . your home . . . your personal possessions . . . all are insured. But have you insured that which makes all those things possible - your...
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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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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 - 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 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...