AdvisorToClient

Email Your Clients: Reviewing insurance needs

Client Email Client Email

[Subject] Reviewing insurance needs

Dear [First Name],

We’ve all heard the saying, “Hope for the best, plan for the worst.” Whoever coined that phrase captured the core reason why people buy insurance.

I’ve reviewed your policies and there are some areas I believe can be improved to ensure the right coverage is in place should the need arise. Let’s set up a one-hour meeting so I can walk you through my assessment of your situation. These are the types of insurance I want to focus on:

  • Life
  • Property
  • Travel
  • [OPTIONAL:] Business
  • [OPTIONAL:] Disability

Insurance can also factor into your long-term estate planning and philanthropic objectives, saving you tax in the process. We’ll discuss that, too.

Call me at [phone number] when convenient and we’ll arrange a time to meet.

Sincerely,

[First name] [Last name]
[Official title]

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