Would
you like more
income?A pre-approved client letter for annuity sales presentations and lead program!
FSD Financial Services the fixed annuity agency for the independent insurance producer.
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Would You Like More Income? (Retiree) |
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Date Mr. and Mrs. Client Dear [Current Client Name, retired]: Would You Like More Income? I hope you are still enjoying your retirement. I was reviewing your file recently and was glad to note that your money is continuing to work hard for you even while you’re at play! But, I did have a question. Are you happy with your current level of income from your investments? Many of my customers assume that their income is relatively fixed once they reach retirement, but that isn’t necessarily true. After reviewing your file, I would like to know if you would be interested in potentially increasing your income and enjoying a more comfortable retirement? I have some ideas that I think you’ll find helpful that may increase your current cash flow. In addition, we can talk about potentially decreasing your tax burden, and possibly enhancing your long-term growth, without taking on any additional risk. I’d like to ask you to take one short hour to invest in your future. I’m still located at [address/office], and think it’s time you had a financial check-up. I’ll be calling you in a few days to arrange a convenient time for you to come in, or please feel free to drop by or call me at [number] anytime. I look forward to talking to you again soon. Sincerely, [Your Name] |
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