TO BE PRINTED ON COMPLIANCE-APPROVED LETTERHEAD, OR SENT VIA EMAIL FOLLOWING ALL COMPLIANCE REQUIREMENTS
Date
Name
Address
City State Zip
Dear Name:
[Insert greeting such as “I hope you and your family are well, etc.]
When I form a relationship with my clients, I consider it a lifetime commitment. That said, goals and needs may change over the years, which makes it important for us to check in regularly to make sure the strategies we put into place are still working efficiently for you.
A financial review can help us do just that, and according to my records, it’s time to schedule one. We’ll go over your existing plans and policies, discuss any changes to your situation or your goals, and make adjustments accordingly. The enclosed/attached annual review checklist will help guide us through our discussion.
I will be in touch shortly to set up a convenient time for your review. Otherwise, feel free to contact me to get something on your schedule.
Sincerely,
Rep name
Title(s)
CRN202611-5380575