HALO Existing Client Email Series [Email Templates]

For implementation in Email Service Provider (Hubspot, MailChimp, etc)

Workflow Members Criteria:

Existing client
Timing Recommendations:
1. Email One
2. Email Two – 10 business day delay (after the first email in the series)
3. Email Three – 10 business day delay
4. Email Four – 15 business day delay

Recommendations for Further Refinement + Additional Workflows:

● Create specific goals for the workflow as it pertains to audience engagement with each email (if they click through to schedule a consultation/meeting, if they simply click through, or if they do not open/click at all, etc.)

● Call or personally email any lead who completes the entire workflow and has opened/clicked all emails.

Email One

Subject Line: Are You Financially Prepared for Your Future Healthcare Costs?

Preview Text: Planning for the future is tricky, but there’s a new solution that can help project your individual needs and costs.

Body Copy:

Hi [First Name],

I wanted to reach out and let you know about a new solution that will really impact the way we plan for retirement. It’s called HALO (Health Analysis & Longevity Optimizer) and it uses your current health status along with your family health history and lifestyle factors to estimate your longevity along with the number of active years and assisted care years you might face. With this information, HALO then projects what your individualized health and care costs will be now and in retirement.

We can then use that information with your current financial plan and determine if you should make any adjustments. I want you to be prepared for your future and we all know healthcare costs can substantially affect financial plans. The more you know about your future health and care costs, the better decisions you can make about your future wealth now.

I’m excited about using HALO and I think you will be, too. The HALO assessment only takes a few minutes to complete; and is free and confidential. It’s just a few minutes of your time that could help you create a significantly better financial plan.

CTA: Schedule a Consultation (link to your site or include a phone number) or Take HALO Now (link to your HALO assessment page)

Email Two

Subject Line: People Are Living Longer and Healthcare Costs Keep Rising

Preview Text: Understanding your individual health and care needs and their costs will help you create a better financial plan for your future needs.

Body Copy:

Hi [First Name],

I know I introduced HALO to you in a previous email, but I wanted to let you know I’ve been using it with other clients and I’m really impressed with how it has helped their financial planning.

We know the goal of financial planning is to prepare for the future and take care of those we love after we’re gone. But planning for the future can get complicated. And with people living longer while health and care costs keep rising, estimating those expenses can get tricky.

That’s where HALO comes in. HALO is a new solution that creates an individualized projection of your future care needs and estimates the cost of those needs. With this information, we can better evaluate your financial plan and adjust if needed.

I want you to be prepared for your future. And I want to help you leave behind the legacy you envision for your loved ones. It’s never easy to talk about planning for when you’re gone, but with HALO, creating an awareness about future needs leads to easier conversations about how to deal with what’s to come.

I’d like to show you how HALO can help you create a better plan for your future needs.

CTA: Learn More (link to services or about page) or Take HALO Today (link to HALO assessment)

Email Three

Subject Line: New Solution to Estimate Future Health & Care Costs

Preview Text: Nobody can predict the future, but we can plan for anticipated needs. Future wealth depends on financial and wellness goals.

Body Copy:

Hi [First Name],

I know you’re busy, so I won’t take up too much of your time. I’ve been using a new solution that I think you’ll be interested in. It’s called HALO, and it can help us evaluate your current financial planning so that you’re prepared for your future health and care needs.

No one knows for certain what the future will bring in terms of health and care needs, so it’s tricky to estimate those needs and their costs. But the impact they have on our retirement and what we can leave for our loved ones is huge.

What if I told you we now have a new solution to estimate those expenses based on your individual health status? And what if I told you it would only take a few minutes of your time?

That’s HALO. It estimates your future health and care expenses by assessing your current health status and projecting your future health needs. This is done through a quick and easy assessment. And it’s all free and confidential.

I’d like to encourage you to schedule a time to take the HALO assessment.

CTA: Schedule a Consultation (link to your site or include a phone number) or Take HALO Today (link to HALO assessment)

Email Four

Subject Line: Plan Now to Protect Your Retirement and Legacy

Preview Text: I know you’re busy, but this info can help protect your loved ones.

Body Copy:

Hi [First Name],

Just checking in again to tell you more about HALO, the new solution that can help you create a financial plan that prepares you for your future health and care needs.

I get it, you’re busy, and planning for your health and care needs in retirement is probably not at the top of your to-do list. But those costs will significantly impact your ability to enjoy the retirement you’re working so hard to create. Not being prepared could affect how you enjoy your retirement and significantly change the legacy you leave for your loved ones.

Nobody wants to leave loved ones with medical or long-term care bills that no one anticipated. The best plan is to account for those possibilities early on so there is time to prepare financially.

HALO can do that. It provides an individualized projection of your health and care needs and costs so that you can adjust your financial planning now.

Schedule a consultation to go through the HALO assessment or take it on your own today. It only takes a few minutes and it’s free and confidential.

CTA: Schedule a Consultation (link to your site or include a phone number) or Take HALO Today (link to HALO assessment)