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Communications Resource Center

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Engagement - Best Practices

Client Email # 1 (Estate Planning): Planning Ahead: Protect What Matters Most

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Date Sent: N/A

Audience: Advisor-to-Investor | Learn more about audiences

Description/Overview:

This email gives advisors a clear, approachable way to introduce estate planning to clients by focusing on clarity, protection, and peace of mind. It aligns with the practice guide’s emphasis on helping clients understand the importance of planning ahead and sets the foundation for deeper estate planning discussions.

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Communications Resource Center

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.