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This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these challenging times. Use this simple email to offer clients and prospects an overview of their 401(k) options during or after a job transition.
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: A 401(k) Options Overview
Type: Single-Topic Email
Description: Use this simple email to offer clients and prospects an overview of their 401(k) options during or after a job transition
Target Audience: Clients 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
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