[US] Prospective Client Email HALO Invitation [Email Template]
Subject: Let’s plan around YOUR health!
Body:
Dear {insert client name}
You’re 5 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 HALO - the Health Analysis and Longevity Optimizer.
HALO brings science to our health and care cost projections. Just take the quick, five-minute assessment, and we’ll get the personalized projections we need to make sure you enjoy a healthy retirement.
After you take the assessment, we’ll talk through the results together!
Take the assessment!
CONTACT NAME
CONTACT TITLE
ADDRESS
t: 111.222.3333
WEBSITE