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[NEW] RMD Reminder - Single Email

12 Dec, 2023 BY Snappy Kraken

RMD Reminder Single Email

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.

 

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