To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

It’s another feature of AdvisorToClient that’s designed to facilitate your conversations with clients. Besides email shares, the site is full of Action Steps, Conversation Starters and other tools help invigorate your client relationships.

To use these emails, just copy our template into your email application, choose which stories you’d like to pass along to particular clients, and hit send.

Subject Line: Make sure you have the right insurance

Dear XXX,

We’ve made sure you’re safe with the traditional types of life and health insurance. But there are some gaps in your coverage that could be filled by specialized policies.

I want to follow up with you about your new responsibilities, and set up a meeting to discuss your own estate plans.

Before we meet, I’d like you to take a look at a few articles that lay the groundwork for the discussion we’ll be having:

Companies must protect key people

Plan for natural disaster

Why disability insurance matters

Insure your stay at home spouse

While your day-to-day concerns are covered, we should talk about addressing your more specialized insurance needs.



Originally published on Advisor.ca
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