Retirement Planning Letter Template
While retirement planning may not seem like a popular topic for most of us, it is something that we will confront sooner or later. The compounding effects of a proper retirement plan can make a significant difference between a life of comfort or uncertainty.
Recently, our company has launched a plan that can help you to achieve greater financial security and comfort for your golden years. This plan can also help to safeguard the well-being of your love ones even if something unimaginable should happen to you; the major breadwinner for the family.
Making sure you have the right plan in place is vitally important. I am available to work with you to ensure you have all the necessary bases covered and with the most cost effective strategies.
Please reply to this email to schedule an appointment to discuss your retirement planning needs.
I certainly look forward to catching up with you again.
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