Jun 29, 2021 By Tyler

Campaign Releases, Single-Topic Emails

[NEW] Single-Topic Email | A Tale of Two Deals

It was the best of deals; it was the worst of deals.

It was… taking a long time.

After weeks of grandstanding, posturing, and wrangling, it appears that a bipartisan infrastructure deal that both parties can live with is in the works.

Which means it’s time to give your clients and prospects your perspective on the potential bill.

Our latest timely email, A Tale of Two Deals, is packed with the hard data about a couple deals sitting in Congress right now, what kind of timeline folks can expect, and what the deals mean for their wallets.

More about this campaign:

Title: A Tale of Two Deals

Type: Single-Topic Email

Description: This email provides perspective on the Infrastructure Deal and American Families Plan that are currently hanging out in Congress.

Target Audience: Clients & Prospects

Primary Outcome/Action: Help your contacts understand where the potential legislation is at and what it will mean for their bank accounts.

Running Time: Single email

Timely emails present an easy, low-stakes way to maintain a relationship with your list of prospects and clients.

They make a difference!

Here are some of the results from our Weekly Crisis Emails that advisers used during COVID.


Check out more feedback and comments from advisers here.