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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