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Retirement Planning Email 1

Retirement planning means preparing today for your future life so that you continue to meet all your goals and dreams independently. This includes setting your retirement goals, estimating the amount of money you will need, and investing to grow your retirement savings.

Every once in a while, it would be good to send out an email to check if your customers are ready to start a plan for their retirement years. Some of them might already have a plan but may wish to review the plan to ensure it is updated and align with their retirement goals.

Every retirement plan is unique. After all, your customers may have very specific ideas on how they want their retired life to be. This is why it’s important to have a plan that is designed specifically to cater to their individual needs.


Subject: Planning for your retirement

Dear [NAME],

As a friend, I'm sure you're aware that planning for retirement is one of the most important things you can do. And yet, it seems that many people have not yet started.

In fact, in a recent survey of working Singaporeans, it was found that 7 in 10 had not started planning for their retirement.

If you'd like to get ahead of the game and make sure your hard work pays off when you finally retire, there are a number of things you can do right now to ensure your golden years are as good as they can be.

I'd love to talk with you about this! Simply reply to this email and let me know if this is something you'd like us to discuss.

Or if there's anyone else who might be interested in learning more about financial planning, please refer them to me—I will treat them with the same diligence and care as I do with all my other clients.

I can't wait to catch up!


[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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