Pre-approach client letter
Pre-approach client letter – Stop Loss for Critical Illness
Hello ,
As your investment advisor, I’ve worked with you to develop a sound investment plan. By properly investing your assets, my job is to help ensure your financial goals are met, both today and in the future. Now that we’ve built a successful plan to fund your retirement income, I’d like to speak to you about a planning technique that would help preserve your retirement lifestyle if you suffered a critical illness.
At TD Waterhouse, you have direct access to experts who are dedicated in providing comprehensive financial solutions that will complement your overall wealth management program. Given the benefits of these financial strategies, I would like to set up a meeting with my Estate Planning Advisor , and yourself in the near future to talk about how to protect your retirement savings.
I’ll give you a call within the next week to set up an appointment at a convenient time. If you would like to discuss sooner, please call me at .
Regards,
All insurance products and services are offered by life licensed agents of TD Waterhouse Insurance Services Inc., a member of TD Bank Financial Group.
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