[US] Prospective Client Email - HALO Invitation [Email Template]

Effectively reaching out to prospective clients about HALO is crucial to the process. One way to introduce HALO to prospective/new clients is to email them a link to the HALO assessment.

Below are sample email templates advisors can use with prospective 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 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 we use HALO - the Health Analysis and Longevity Optimizer. HALO brings science to our health and care cost projections. By taking a quick five-minute assessment, you’ll receive personalized predictions to ensure you enjoy a healthy retirement.

After you take the assessment, we’ll discuss the results together!

We look forward to helping you achieve a secure and well-planned retirement.

Take the assessment! [embed your HALO link into the Take the Assessment statement]

Thank you, 

<Advisor Name>

[AU] Prospective Client Email - HALO Invitation [Email Template]

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!

We look forward to helping you achieve a secure and well-planned retirement.

Take the assessment! [embed your HALO link into the Take the Assessment statement]

Thank you, 

<Advisor Name>