Archive for the ‘Email Marketing’ Category

Dear «firstname», What will your LEGACY be? When you’re gone, what will you leave behind? What will your legacy be? I don’t mean money, or your “estate” … what about your values? What cherished memories, family stories, life lessons, or words of wisdom will you leave behind?

Dear «firstname», Just a quick e-mail to share some very important news: if you have a Roth IRA or Traditional IRA, you can contribute up to $5,000 to it during 2011. That’s up from a $4,000 limit for 2007. (If you will be 50 or older at

Dear «firstname», Do you know the name of the investment advisor assigned to your [investment]? When was the last time you got a call or e-mail from that financial advisor? Has your [investment] been assigned to someone you’ve never even heard of – a total stranger who

Dear «firstname», It’s no secret that the stock market has been exceedingly volatile lately. You may be wondering how this volatility could affect you. Should you sell? Buy? Worry? Wait? The best advice I can give you right now is this … don’t panic. Hasty, speculative decisions

Dear «firstname», You’re financially independent and you know it. Now what? If you’ve made wise decisions with your money, set aside plenty and feel like you’re ready to retire … you’re one step ahead of many Americans. If you’ve planned your estate (arranged how your money and

  Dear «firstname», Are you saving for the future? People often come to me asking for financial advice. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure HOW to save. If you’ve been meaning

Dear «firstname», If you never worry about money, please delete this email. If you’re still reading, then this email is for you. It means that you (like me) are probably among the majority of people who aren’t independently wealthy and don’t have the luxury of never needing

Dear «firstname», The top ten reasons NOT to plan for retirement … You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. My list is different, and probably not what you’d expect to receive from a

  Dear «firstname» Do you know where your money is? Would you like to? If you’re ready to stop procrastinating and start building a plan for your future, I’d like to help. My name is«representativename». I specialize in helping Baby Boomers reach retirement successfully. Have you started

Dear «firstname», Should you pay off your mortgage? Maybe … maybe not. It sounds good, right? No more monthly payment, better cash flow, and the opportunity to make other investments. But … there are valid reasons not to pay off your mortgage. For example, if you’re still