EDUCATION & CONCEPT Resources
Client PROSPECTING Materials
- Sample Prospecting Letter 1 – Retiring in Next 5-10 Years
- Sample Prospecting Letter 2 – Nearing or In Retirement
- Sample Prospecting Letter 3
Conversation starters
For Financial Professional Use Only. Not Intended for Consumers.
Most insurance policies contain exclusions, limitations, reductions of benefits, and terms for keeping them in force. Ask your financial professional to provide you with costs and complete details. Guarantees are based on the claims-paying ability of the issuing insurance company. AIMCOR Group, LLC is not an insurer and does not issue contracts for coverage. This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended as investment advice.
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