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Request for an appointment with an old friend/contact

Updated: Oct 5, 2022

As you expand your network and reach out to more prospects, there could be among your address book, numerous old friends and contacts whom you have not kept in touch with. Some of them might be in the market for some policies or may wish to review their existing insurance portfolio. As the trust and familiarity is already present, sending an email to catch up may easily yield additional businesses which could have been overlooked.


Subject: Long time no see. Let’s catch up.

Dear [NAME],

I hope this email finds you well. I understand you have been busy and have other things on your plate. However, it has been a while since we last caught up and I just wanted to check in and see if we could catch up over coffee sometime soon.

While you might be asking if life insurance is really necessary for you. The truth of the matter is that life insurance offers a number of benefits that you may not have previously considered.

Some of these benefits include:

  1. Income replacement (should the breadwinner passes away) that a family will need to survive

  2. Loan cancellation (including mortgages, personal or business debts)

  3. Children education fund

  4. Provision for final expenses, such as funeral costs, taxes and medical bills

  5. Critical illness and health care fund

Life insurance can be just the thing you need to ensure security and comfort for your family. As a financial service advisor, I don't intend to sell you something you can't afford or that won't be beneficial to you.

I just want to present you with the latest available plans and the most appropriate information so that you can maximize your savings and achieve your financial objectives. The decision to buy is up to you.

If this is ok with you, simply reply to this email with a date and time that is convenient for us to catch up. While the meeting may or may not result in any transactions, at least we are still able to catch up with the good old times.


[Your name]




P/S: If you would like to set up an email system that can send out thousands of personalised emails to your customers and friends with a few clicks, do check out my email service by clicking here.

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