Protecting your wealth with insurance video - prospecting client email

Subject line: It might be time to rethink how you protect your wealth.

A common belief is that if you're wealthy, you don't need insurance. Here are a couple of reasons to reconsider that idea:

  1. The more money you have, the more you have to lose.
  2. The more money you have, the more you'll need to maintain your lifestyle - things like travel, real estate and investing.

I'd like to talk with you about ways to protect your assets and future earnings. Please watch this video before we chat. It'll help you think about safeguarding your retirement savings and reducing the amount of tax you pay.

If you have any questions, please call me at xxx-xxx-xxxx or reply to this email. I'll contact you soon to see if I can help you with your retirement plan.

I'll continue to send you emails about any insurance and investments you may have with Sun Life Financial for your records. Please let me know if you'd like to opt out of receiving informational emails like this one from me.