RETIREMENT PLANNING

Date

Client Name

Address

City, State  Zip Code

[Dear Client]:

According to current statistics, the average 65-year-old can expect to live for at least 20 years or more.  By 2030, 20% of the U.S. population or 70 million people will be over 65* – people are living much longer now; pensions and social security can no longer be relied upon to cover all of your retirement expenses.  Accumulating enough money to carry your self through your retirement years has never been so challenging.

At (your broker dealer), we work with individuals like yourself, using a long-term disciplined approach to help you move towards reaching your retirement goals.  I’d like to assist you in beginning your retirement plan, or reviewing your existing one.  Please give me a call and we’ll set up a convenient time to meet.  I can be reached at {insert your phone number}.

 Sincerely,

[Your Name]

[Title]

 *Source from American Demographics, November 2000 Issue.

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