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Show your clients how you can help them create a well-rounded retirement plan with these articles from Advisor to Client.

It’s simple to personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along to particular clients. This lets you steer the conversation on topics about which they may want your guidance. You can also print these articles to pass along to clients or share them using the site’s email button, Twitter and LinkedIn.

And there are more helpful tools to use with your clients on this topic at AdvisorToClient includingConversation Starters and ready-made Checklists.

Subject line: Build a sustainable future

Hi XX,

As our years of working together show, setting up a durable retirement takes smart planning and forethought. Your future rests on the strong foundation we’ve laid. But there’s more we can do; whether it’s minimizing tax or planning how to handle a crisis.

These stories outline what I’d like to talk to you about in our next meeting. As always, if you have any questions before then, don’t hesitate to contact me.

When retirement plans change

Stretch your retirement funds

Tax credits for seniors

Plan for incapacity

Pensions for the long lived

Financial stability in transitional times

Please let me know if you’re available on DATE for a meeting, or contact my office with your availability.

Sincerely,

YOUR NAME

You can also print these articles to pass along to clients or share them using the site’s email button, Twitter and LinkedIn.

Plus, there are more helpful tools to use with your clients on this topic at AdvisorToClient including Conversation Starters and ready-made Checklists.

Originally published on Advisor.ca

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