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Date
Mr. and Mrs. Client
Address
Home town, USA Zip
Dear [Client]:
Wouldn't it be great if some of your income were free from taxes?
If you're like most people, your taxes become more challenging with each
passing year. Income from investments can further complicate matters while
increasing your tax bill.
There are a variety of investment choices that allow your earnings the
potential to grow income tax-free or income tax-deferred. As an Investment
Professional with (your Broker dealer) located at (Institution Name), I can
develop a customized investment strategy to help you gain more control of
your earnings while potentially reducing the amount of taxes you pay.
Don't let another tax year pass you by without exploring this opportunity to
reduce your taxes. You deserve to keep more of your hard-earned money. Let
me help you make the right moves to put you ahead of the game. Please
contact me for a free consultation at (Phone Number) (optional - or complete
and return the attached form).
Sincerely,
[Your Name]
[Registered Representative]
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