Use this Letter to help your clients and prospects create constructive resolutions for their financial lives.
Review last year’s volatility with clients and set expectations for 2019 with this letter template
5 money mistakes and how to avoid them
Share wisdom from Warren Buffett’s annual letter, plus provide context around the ups and downs of the market with this letter template.
Financial scams targeting seniors have become so prevalent in our society it has unfortunately become the new norm. In an effort to help raise awareness AIC, drafted a compliance-approved letter for use by our (RRs) and (IARs).
Make sure you clients understand the chances that they will need LTC and the associated cost with this letter.
Data breaches and cyberattacks are a growing threat make sure your clients know how to protect themselves with this letter.
Clients will struggle with the delicate balancing act of building a college fund for their children while also saving for their retirement. Help rectify these two major financial goals with this letter.
This letter will share quick tips on the top mistakes to avoid as your clients prepare for retirement.
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