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Dear {first name},
A while ago, one of my friends got very upset with me because I had never let them know that I was available and could help him and his family with all their insurance and financial matters. It dawned upon me, at that moment, that I had failed to let the people I care about most, to know about the work I do, and the services I provide.
You should call me if any of these things occur:
- If you go into debt of any kind.
- If you change jobs.
- If you retire or are considering retiring.
- If you receive an inheritance.
- If interest rates go up or down in a substantial way.
- If the stock market goes up or down in a substantial way.
- If you pay taxes on their Social Security.
- If you have to pay alternative minimum tax.
- If you get married
- If you get divorced.
- If you have a child.
- If you buy a house.
- If you buy or start a business.
- If you win the lottery.
- If you require long term care.
- If you face a catastrophic illness like a heart attack, stroke, or cancer.
I want you to know, at no cost or obligation that if you have any questions, want a second opinion, or I can be of assistance to you in any way, please do not hesitate to give me a call.
Respectfully,
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Alex Boggs
Insurance and financial professional
443-949-6248
P.S. If you do not have any immediate reasons to speak with me but would like to stay in touch. Please consider signing up to my free weekly email newsletter. I will be sharing articles, tools, resources and books related to all things personal finance that I believe my readers will benefit from. Click Here.
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