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 remind clients and prospects to take their RMDs before December 31.
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: RMD Reminder
Type: Single-Topic Email/Nurturing Email Series
Description: Use this simple email to remind clients and prospects to take their RMDs before December 31
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
Here are some of the results from our Weekly Crisis Emails that advisers used during the peak of COVID.
Wondering if Snappy Kraken is right for you?
