Policy Review Letter

January 19, 2018

Dear *|FNAME|*,

 

Isn't it amazing how quickly things change?

 

Our children grow older. Our lifestyle change and we progress in our work/business. It seems like we're always renovating, moving, upsizing, or downscaling to adjust to the changes in our life.  We buy new things, replace the old, and sometimes indulge in those well-deserved luxuries along the way. 

 

In the midst of these changes, sometimes we might overlook certain areas that might be critical to our financial well-being. Our financial plans should also correspondingly grow and adjust with us whenever these life stages occur.  Whether you've just changed a job, received a promotion, gotten a new addition to the family; it may be time to review your current insurance policies.

 

Do let me know if this is something you wish to look into. I work with hundreds of clients and have helped many of them:

 

1.    achieved better returns for their savings
2.    avoid costly investment losses
3.    protect themselves financially from unexpected catastrophes

 

I believe there could be several areas which you might benefit from.

 

Hope to hear from you soon!

 

Rgds
 

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