[
...
US] Prospective Client Email HALO Invitation [Email Template]
Subject: Let’s plan around YOUR healthEffectively informing your prospective clients about HALO is crucial to the process. One effective way to introduce HALO to prospective clients is to email them a link to the HALO assessment.
Below is a sample email template advisors can use to reach potential clients:
Subject: Plan for a Healthier Retirement in Just 5 Minutes!
Body:
Dear {insert client name}<Prospect Name>
You’re
...
just five minutes away from a healthier retirement
...
!
Health and care costs are the biggest unknown in retirement planning. Most advisors base their estimates on the average person, but no client is average.
That’s why our practice uses we use HALO - the Health Analysis and Longevity Optimizer. HALO brings science to our health and care cost projections. Just take the quick, By taking a quick five-minute assessment, and we’ll get the personalized projections we need to make sure you’ll receive personalized predictions to ensure you enjoy a healthy retirement.
After After you take 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] Prospective Client Email HALO Invitation [Email Template]
Effectively informing your prospective clients about HALO is crucial to the process. One effective way to introduce HALO to prospective clients is to email them a link to the HALO assessment.
Below is a sample email template advisors can use to reach potential clients:
Subject: Plan for a Healthier Retirement in Just 5 Minutes!
Body:
Dear <Prospect Name>
You’re just five minutes away from a healthier retirement!
Health and longevity are the biggest unknowns in retirement planning. Most advisors base their estimates on the average person, but no client is 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 ensure you enjoy a healthy retirement.
After you take the assessment, we’ll discuss the results together!
Take the assessment! <embed HALO link in this statement>
Thank you,
<Advisor Name>