This email and text provide a meaningful way to honor Veterans Day while connecting with clients or prospects who are veterans or have veterans in their families.
It offers a thoughtful touchpoint that acknowledges their service and highlights relevant financial benefits.
Recommended Schedule: Send November 11
Why It Works
- Personal + Purposeful:
Veterans Day is more than a date on the calendar—it’s an opportunity to show genuine appreciation and build a deeper emotional connection. A simple, heartfelt message goes a long way toward reinforcing trust and goodwill. - Meaningful Engagement:
Rather than focusing on business, this message centers on gratitude and service, which naturally builds rapport and strengthens relationships. It’s a small gesture that feels personal and impactful. - Relevant + Informative:
If appropriate, you can include a quick reminder about financial planning benefits for veterans—such as VA loans, education savings, or healthcare options—positioning yourself as a resource for those who’ve served or supported someone who has.
How to Use It
- For Clients:
Send as a sincere thank-you note to any clients who are veterans or have veterans in their families. You might also include a short paragraph about how you can help them make the most of available benefits or plan for the future. - For Prospects:
Use it as a warm, values-driven touchpoint. Even if they aren’t veterans themselves, acknowledging the day shows that your business is community-minded and thoughtful—qualities that attract trust. - In Multi-Channel Campaigns:
Pair the email with a short text message or a social post expressing gratitude for veterans’ service. A unified message across channels helps amplify your appreciation and keeps your firm visible in a genuine, human way.
Key Takeaway
The Veterans Day Email is a simple yet powerful way to demonstrate care, strengthen relationships, and remind clients that your firm values more than just financial success—it values people.
A thoughtful message of gratitude can deepen trust and keep your name top-of-mind as the year winds down.
About This Email
Title: Veterans Day
Type: Single-Topic Email/Holiday Emails
Description: Use this email to honor Veterans Day and remind veteran clients or prospects about financial benefits and resources available to military service members and their families
Target Audience: Clients and prospects
Running Time: Single email
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