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