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],
I was wondering if you've started planning for retirement yet?
As you probably know, the sooner we start planning for retirement, the more likely we are to achieve our retirement goals. But according to a recent survey, 7 in 10 working Singaporeans haven't started planning for their golden years yet.
As there are a number of factors impacting the quality of our retirement, we can be much better off during our golden years by addressing these factors as early as possible.
So I just wanted to check in with you about this and see if it's something you might be interested in reviewing. As a close friend, I feel like I have a responsibility to offer this sort of advice—and if you're interested in setting up a time to talk about it further, please let me know and we can arrange a meeting.
Alternatively, if there's anyone else out there who might benefit from my services and expertise on financial planning, please feel free to pass along my contact information!
I can't wait to catch up!
Sincerely,
[Your name]
[Title]
[Company]
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