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Category:Timely Emails

23 Jan, 2023 • BY Nicolle Cruz
Campaign Releases, Single-Topic Emails, Timely Emails

[NEW] SECURE Act 2.0: 529 Rollovers Email

[NEW] SECURE Act 2.0: 529 Rollovers Email

  Educate your clients and prospects about the recent SECURE Act 2.0 changes to 529 accounts. IMPORTANT! This email has not been reviewed by FINRA....

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19 Jan, 2023 • BY Nicolle Cruz
Campaign Releases, Single-Topic Emails, Timely Emails

[NEW] What Makes You Happy? - Timely Email

[NEW] What Makes You Happy? - Timely Email

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

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09 Jan, 2023 • BY Nicolle Cruz
Campaign Releases, Single-Topic Emails, Timely Emails

[NEW] SECURE Act 2.0 - Timely Email

[NEW] SECURE Act 2.0 - Timely Email

  This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during...

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16 Dec, 2022 • BY Nicolle Cruz
Campaign Releases, Single-Topic Emails, Timely Emails

[NEW] 2022 EOY Client Letter - Timely Email

[NEW] 2022 EOY Client Letter - Timely Email

  This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during...

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04 Aug, 2022 • BY Nicolle Cruz
Timely Emails

[NEW] Recession (Y/N)?- Timely Email

[NEW] Recession (Y/N)?- Timely Email

This is not your average marketing email.

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22 Jul, 2022 • BY Nicolle Cruz
Timely Emails

[NEW] Timely Email: Investing Rollercoaster

[NEW] Timely Email: Investing Rollercoaster

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

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07 Jul, 2022 • BY Nicolle Cruz
Timely Emails

[NEW] Gratitude and Optimism - Timely Email

[NEW] Gratitude and Optimism - Timely Email

This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these...

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