EMAILS
Emails are available to help you prospect potential clients and to re-engage with clients for cross-selling. Once you've identified quality leads having the right prospecting strategy is critical to moving from a lead to a sale.
*All communications are Compliance-approved and ready for your use.
Prospecting Templates
These resources are general enough to use with a variety of prospects.
Financial planning
Retirement planning
College planning
Etc
Prospecting Emails
Initial Outreach (Financial Planning)
Early Accumulator Market:
Mid-Professional Market:
Feeling Stuck?- How CFG Can Help (High Level)
What Are Your Financial Gaps? - Retirement and College Saving
How Has Your Financial Strategy Held Up Amid Market Volatility?
Too Busy to Plan for Your Retirement? Or Your Child’s College Education?
Are You Paying for College, or Saving for Your Dream Retirement?
Are You Confident in Your Financial Strategy? - Retirement and College Saving
Business Owner Market:
What Would Happen to Your Business if You Experienced a Disability? - Disability Insurance
Pre-Retiree Market:
What Are the Most Efficient and Creative Ways to Navigate Retirement?
Are You Feeling Like You Are Not Organized for Your Upcoming Retirement?
Retiree Market:
Internal Tools & Resources
Tools
Below are links to tools and content to help you grow your business:
Mailchimp - For compliance-approved practice management emails.
Supporting Documents
When reaching out to business owners, use content that can illustrate your breadth of knowledge. Don’t just use prospecting tools to sell products. Instead, offer the owner knowledge to help them run their business better or be better at what they do. The product sales will follow.
Referral Language - Catchy language to use at the end of your prospecting meetings to keep leads interested and/or direct you to other referrals.
Top 10 Questions for Business Owners - SB10214 (PDF) - Use this brochure as a door opener to get business owners thinking and talking about what's most important to them, their families, and their businesses.
Agent Capabilities Brochure for Business Owners - SB10072 (PDF) - Use this agent capabilities brochure to show business owners the myriad ways you can help them with their business planning needs.
Actionable Ideas for Business Owners - Tips, information and worksheets to help business owners plan - SB1017 (PDF) - Features 150 tips for business owners, and includes worksheets and information pages. Advisors can use worksheets to help owners create long-term plans for the business. Great for prospecting, seminar/conference handouts, or existing client gifts.