Ben’s email to cc:                Ben@arrowequities.com.au

 

 

Email subject:                      Personal insurances - complimentary review

 

 

Good morning [Client name],

 

To protect your new asset, it’s ideal as part of the loan process to have your personal insurances reviewed. This includes any insurance policies you already have running through your superannuation fund.

 

Because you’re a valued client of ours, we’ve organised a complimentary, obligation-free review of your current personal insurance needs and any existing insurance policies you already have - this is a saving of over $2500 in advice fees.

 

We have also ensured that as a client of ours, the Advisor won’t charge you any implementation or ongoing advisory fees should you decide to proceed with the advice.

 

This is a great opportunity because it will cost you nothing and may protect you and your family in case of unforeseen circumstances.

 

Any insurance you take out may also be fully funded by your superannuation, so you have no out of pocket expenses for your personal insurances.

 

Ben is a personal insurance specialist. He will likely discuss with you the full range of personal insurance options including Life, TPD, Income Protection and Trauma. You will be able to make an informed decision about which insurance options are right for you and your family.

 

I have looped Ben into this email. You can also book a call with him here or phone him at your convenience on 0423 720 152.

 

Hi Ben,

 

[client name] has just completed his/her finance application. Please reach out and review future asset protection / personal insurance.

 

[Client name and phone number].

 

Kind Regards,

 

[Your name].