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US] Existing Client Email HALO Invitation [Email Template]
Email Template for Existing Clients
Subject: Let’s plan Effectively informing your existing clients about HALO is crucial to the process. One effective way to introduce HALO to existing clients is to email them a link to the HALO assessment.
Below is a sample email template advisors can use with existing clients:
Subject: Plan around YOUR health!
Body:
Dear {insert client name}<Client Name>,
One of the things key aspects we’re planning for in your retirement is health and care costs. To do it, most advisors put together estimates based Most advisors base their estimates on the average person, but you’re not average.
That’s why we use HALO - the Health Analysis and Longevity Optimizer. HALO brings science to our health and care cost projections. Just take the By taking a quick, five-minute assessment, and we’ll get the personalized projections we need to plan for what’s comingyou’ll receive personalized predictions to help us plan for your future.
After you take complete the assessment, we’ll talk through discuss the results , together!
Take the assessment!
CONTACT NAME
CONTACT TITLE
ADDRESS
t: 111.222.3333
WEBSITE<embed HALO to in this statement>
Thank you,
<Advisor Name>
[AU] Existing Client Email HALO Invitation [Email Template]
Effectively informing your existing clients about HALO is crucial to the process. One effective way to introduce HALO to existing clients is to email them a link to the HALO assessment.
Below is a sample email template advisors can use with existing clients:
Subject: Plan around YOUR health!
Body:
Dear <Client Name>,
One of the key aspects we’re planning for in your retirement is health and longevity. Most advisors base their estimates on the average person, but you’re not average.
That’s why we use HALO - the Health Analysis and Longevity Optimizer. HALO brings science to our health and longevity projections. By taking a quick, five-minute assessment, you’ll receive personalised predictions to help us plan for your future.
After you complete the assessment, we’ll discuss the results together!
Take the assessment! <embed HALO to in this statement>
Thank you,
<Advisor Name>