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TO BE PRINTED ON COMPLIANCE-APPROVED LETTERHEAD OR SENT VIA A CAN-SPAM COMPLIANT EMAIL METHOD
Dear [Client Name]:
It’s with sadness that I’m reaching out today to let you know that [Agent Name], your agent at Charter Oak Financial/MassMutual, passed away on [Date].
Among other things, [name] was a respected colleague who was devoted to his work and his clients. It’s my honor to continue the relationships he/she built over the years by assuming the role of your agent.
Please expect a phone call from me within the next several weeks both to introduce myself and to see how I might be of professional assistance at this time.
I look forward to working with you,
[Name]
CRN202606-4563846