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Email Template for Existing Clients

Subject: Let’s plan around YOUR health!

 Body:

Dear {insert client name}

One of the things we’re planning for in retirement is health and care costs. To do it, most advisors put together estimates based on the average person, but you’re not average. 

That’s why we use HALO - the Health Analysis and Longevity Optimizer. 

HALO brings science to our health and care cost projections. Just take the quick, five-minute assessment, and we’ll get the personalized projections we need to plan for what’s coming.

After you take the assessment, we’ll talk through the results, together!

  Take the assessment!

CONTACT NAME

CONTACT TITLE

ADDRESS

t: 111.222.3333

e: EMAIL@EMAILADDRESS.COM

WEBSITE

 

 

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