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!
Quality v Integrity v Expertise
|
Prospecting Portfolio Review |
|
Date Mr. and Mrs. Client Address Home Town, USA 54321 Dear [Client]: A part of meeting my goal of building business relationships that last is offering my clients the opportunity for a periodic review of their investment objectives, products, and suitability. A review will get us together to bring your portfolio up-to-date and discuss possible courses of action. I will give you information on potential advantages, opportunities, costs, and risks and will offer my professional recommendations as well as information on your current investments. I will call you soon to set an appointment. If you need to reach me in the meantime, please feel free to call me at (phone #). Sincerely, [Your Name], [Title] [Institution]
|
| Back |
|
FSD FINANCIAL
SERVICES |