Financial Planner Prospecting Letter Samples!

Below are two different types of financial planner planner prospecting letters.

The first letter is a low key soft selling letter that most planners would feel comfortable using in their marketing efforts to attract new clients.

The second letter is a more aggress emotional direct response marketing lead generation letter.

Financial Planner Introduction Letter #1.

Continue reading Financial Planner Prospecting Letter Samples!

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Life Insurance Prospecting Letter Samples!

Can a simple life insurance prospecting letter generate a flood of leads for your agency? The short answer is no. But you may be able to generate a few new clients from a letter if it’s sent to the right list.

There’s an old saying (I’m paraphrasing), ‘I don’t know one way to get 100 new clients in the door. But I do know ten ways to get one’.

Combine a direct mail with your other online and offline marketing strategies and you will get a steady trickle of prospects.

If you have a list of clients who know you or if you are fortunate to have permission to mail to another professionals list (CPA, Financial Planner, Broker etc), then a modeling and mailing letter like this may help you generate life insurance leads. Continue reading Life Insurance Prospecting Letter Samples!

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Long Term Care Prospecting Letters!

The following two long term care prospecting letters are samples you can review for your lead generation efforts.

The first letter is a soft sell version that is non threatening. The second letter is a  more aggressive lead generation letter that incorporates direct response marketing techniques which are proven to boost response rates.

Letter #1:

June 13, 2017

Recipients Name
Recipients Address

Dear Name,

Insurance is an important tool for protecting yourself against risk. You may never need long-term care but 40 percent of the 13 million people receiving long-term care are between the ages of 18 and 64 – and it is very expensive. Continue reading Long Term Care Prospecting Letters!

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Health Insurance Sales Letter!

Here is an example of a health insurance sales letter or group health insurance prospecting letter. Once again we are using an attention getting device called a grabber or ‘lumpy mail’ promotional item to get the attention of the reader.

Read this about lumpy mail grabbers that help you increase your response rates.

Health insurance sales letter example for better prospecting and lead generation:

million dollar bill

Dear Name,

As you can see I have attached a nice crisp $1,000,000.00 Bill to the top of this letter. Why have I done this? There are really two reasons:

1. I have something very important to tell you and I needed some way of grabbing your attention.

2. And second, since I specialize in helping Circle Lake businesses save thousands in employee benefits and other financial expenses, I thought this “Eye Catcher”
was especially appropriate.

In the last few weeks you’ve received two letters from me. I explained that I help businesses in the Circle Lake area save exceptional sums of money in needless employee benefit expenses. Continue reading Health Insurance Sales Letter!

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