MUST BE PRINTED ON COMPLIANCE-APPROVED LETTERHEAD OR SENT VIA CAN SPAM-COMPLIANT EMAIL.
Client name
Address
City, State, Zip
Date
Dear [Client name],
I hope you [OPTIONAL: and your family] are well. When we last spoke, I was [insert last role]. I’m excited to write to you today to announce my new career with Charter Oak Financial, a regional firm with local presence and a history that traces back to 1886.
If you know me well, you know that my desire to always be helpful is ingrained in my personality. That’s why I’m delighted to move into this role that gives me the opportunity to help everyone I know live a more secure financial life.
I can’t think of a better career than to help the people I care about protect the people they care about.
Please call me to discuss any financial concerns that may be on your mind. Otherwise, I’ll be in touch with you soon to set up a time to meet and see how I may be able to help you [OPTIONAL: and others in your family]. My vision, and my goal as a financial professional, is to make sure you are feeling positive about your financial future.
Warm regards,
Agent Name