Thee Total Financial Plan Email Campaign
Do you have client's that could benefit from learning more about their personal finances and how to build credit, save and protect their finances? This email course is designed with your clients in mind.This email series is comprised of 24 emails that go over various topics of finance. Add value to your business by educating your client in the areas of:
3. Budgeting Their Finances
4. Protecting their Finances (Insurance planning)
5. Saving and Investing
6. Legacy Planning
Whether you're adding it as an added bonus for your current clients or using this campaign to attrach prospects for your email list, your client's won't be disappointed in the knowledge they gain.