All types of fixed annuities! Deferred and Immediate Annuity quotes.
The Annuity General Agent For The Independent Agent.
(800) 373-9697 See what Over 30 Years Experience has to offer!
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Financial and Estate Services |
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Mr. and Mrs. Client Address Home Town, USA 54321
Dear [Client]:
Have you noticed that it is increasingly difficult these days to administer financial affairs effectively, and stay current with the constant changes in tax laws, regulations, and the volatile investment marketplace? With all the confusion, a professional planning effort can make the most of your current financial future. The purpose of this letter is to inform you of some of the financial and estate services available to you from (Your Broker Dealer) At your earliest convenience, I would appreciate the opportunity to meet with you to demonstrate the benefits of these services. I am proposing a brief visit to review a financial strategy together, and I will explain how it may help you meet your financial goals. With these thoughts in mind, I will contact you soon to arrange a mutually convenient appointment, or please feel free to reach me at (phone #). Sincerely,
[Your Name], [Title] [Institution] |
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