Client Prospecting

These are SAMPLE pieces designed to give agents ideas about how they could prospect new clients. They are not approved for distribution to clients and they are not for further dissemination to licensed agents.


1) Estate Tax Letter (1)

2) Estate Tax Letter (2)

3) Five Challenges of Retirement

4) Guaranteed Income Letter

5) Indexed Annuity Letter

6) Market Loss Letter

7) Protecting Loss Brochure

8) Retirement Planning Letter (1)

9) Retirement Planning Letter (2)

10) Rollover Letter

11) Tax Deferral Letter