Direct Mail and Pre-Approach Letters
Introduction
Letter 1
:
How Would You Like To Use Your Corporate Dollars?
For use with: Executive Security Plan (on
Executive Benefits
tab)
Letter 2
:
Prospecting among CPAs and Attorneys
For use with: CheckMate (attorneys/CPAs).see notes following Letter 2
Letter 3
:
Cash Value Life Insurance
For use with: Other Investments vs. Your Policy (on
Personal Insurance
tab)
Letter 4
:
Permanent Insurance versus Term Insurance
For use with: Term & Invest The Difference Comparison (on
Personal Insurance
tab)
Letter 5
:
Personal Insurance Paid With Corporate Dollars
For use with: Executive Security Plan (on
Executive Benefits
tab)
Letter 6
:
Retirement Planning for the Corporate Owner
For use with: Executive Security Plan (on
Executive Benefits
tab)
Letter 7
:
How Much Insurance Is Enough?
For use with: Survivor Needs Analysis (on
Personal Needs Analysis
tab)
Letter 8
:
Pension Calculator (prospects)
For use with: Pension Calculator (on
InsCalc
tab)
Letter 9
:
Pension Calculator (attorneys/CPAs)
For use with: Pension Calculator (on
InsCalc
tab)
Letter 10
:
Social Security Calculator (prospects)
For use with: Social Security Calculator (on
InsCalc
tab)
Letter 11
:
Social Security Calculator (attorneys/CPAs)
For use with: Social Security Calculator (on
InsCalc
tab)
Letter 12
:
Investment Calculators (prospects)
For use with: Investment Calculators (on
InsCalc
tab)
Letter 13
:
Investment Calculators (attorneys/CPAs)
For use with: Investment Calculators (on
InsCalc
tab)
Letter 14
:
Retirement Needs Analysis (prospects)
For use with: Retirement Needs Analysis (on
Personal Needs Analysis
tab)
Letter 15
:
Retirement Needs Analysis (attorneys/CPAs)
For use with: Retirement Needs Analysis (on
Personal Needs Analysis
tab)
