Welcome to your new home.

Date

Mr. and Mrs. Client
Address
Home Town, USA   54321

Dear Client:

Congratulations…and welcome to your new home.  I hope you spend many happy years in our community.

One of the advantages of your move, which you may not be aware of, is that you are now in an area serviced by (your broker dealer).

(Your broker dealer) Investment Center, located at (financial institution name), is fully equipped to handle all of your investment needs.  We are especially proud of our reputation for quality, personal service and objective advice. 

If you are considering investing for the first time, I’d be glad to work with you on setting up a program suited to your individual needs – whether they are growth, liquidity, or income.  (Your broker dealer) offers products to services to help meet all of these objectives, including:

                  Annuities                                                    Government Securities

                  Mutual Funds                                             Financial Management

                  Unit Investment Trust                                  Portfolio Evaluation

                  Tax-Advantaged Investments                      Retirement Planning                             

Please call me at (phone #) to schedule an appointment to discuss your investment objectives.  I would be happy to meet with you, without obligation.

Sincerely,

[Your Name], [Title]

[Institution]

FSD FINANCIAL SERVICES
Your One-Stop Annuity Shop!
www.fsdfinancial.com
Toll Free (800) 373-9697
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