Grow Your Business
Emails to Financial Professionals

We have multiple emails that you can send to financial professionals on this topic. Click on the images below to read the full content emails.

Instructions on how to send each email are at the bottom of this page. Specific instructions on Mailchimp and Constant Contact are also below.

Producer Email
Open HTML File
Download Fillable PDF
Suggested Subject Line: Hello Opportunity
Producer Email
Open HTML File
Download Fillable PDF
Suggested Subject Line: Closing life clients doesn't have to be hard
Producer Email
Open HTML File
Download Fillable PDF
Suggested Subject Line: Go beyond AUM with your clients
Producer Email
Open HTML File
Suggested Subject Line: Journey to financial fitness
Producer Email
Open HTML File
Suggested Subject Line: Life doesn't stand still - neither should your client's coverage
Producer Email
Open HTML File
Suggested Subject Line: Develop sales strategies to help cover the 'what's new' in your client's life.
Producer Email
Open HTML File
Suggested Subject Line: Save time with ready-to-go prospecting
Instructions for sending an email using a standard email program:
To use in a standard email program, open the HTML file (by clicking the link above) in an internet browser. In that browser window, press <ctrl> or <cmd> + "a" to select all and then <ctrl> or <cmd> + "c" to copy the email images and text. Then, in your regular email program, compose a new message. In the body window of the new message press <ctrl> or <cmd> + "v" to paste in the email.
Customize your email by replacing the placeholder text (000-000-0000 and name@company.com) with your phone number and email address. Find a copy of your logo on a file on your computer or a web page. Right click on your logo and select "copy" then right click on the placeholder logo in your email message window and select "paste."
Type in the email address and the subject line. You are ready to send your email.
Instructions for sending an email using Constant Contact or Mailchimp:
To use in Constant Contact or Mailchimp, open the HTML file by clicking the link above. Right click in that browser window with your email, and select "View Page Source" from the menu to access the HTML source code (which should open in a new tab). In that tab displaying the HTML source code, press <ctrl> or <cmd> + "a" to select all and then <ctrl> or <cmd> + "c" to copy all of the source code. Paste this into the appropriate box in Constant Contact or Mail Chimp (<ctrl> or <cmd> + "v" to paste) in order to copy all the functional links, images and text into your email campaign.
Full Constant Contact Instructions
Full Mailchimp Instructions