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[NEW] SECURE Act 2.0: 529 Rollovers Email

23 Jan, 2023 BY Nicolle Cruz

Secure Act- 529 Rollovers - BLOG HEADER


Educate your clients and prospects about the recent SECURE Act 2.0 changes to 529 accounts.

IMPORTANT! This email has not been reviewed by FINRA. To get emails about hot topics into your hands as quickly as possible, we do not submit them for FINRA review.

About This Campaign

Title: SECURE Act 2.0: 529 Rollovers Email

Type: Single-Topic Email/Timely Emails

Description: Use this simple email to offer clients and prospects your perspective on the recent SECURE Act 2.0 changes to 529 accounts

Target Audience: Clients, families, investors, and prospects

Primary Outcome/Action: Address concerns as they arise and show your leads and clients that you’ve got their back and that you’re ready to take them through thick and thin

Running Time: Single email

Here are some of the results from our Weekly Crisis Emails that advisers used during the peak of COVID.

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