Letter 11

For Attorneys and CPAs

 

Alan Advisor

200 Main St.

City, State, Zip                             ____________________

                                                   (Date)

Dear Alan,

Have you ever wanted to estimate Social Security benefits for a client?  

For example, it's difficult to estimate how much should be saved for retirement without first knowing Social Security's retirement benefits.

The same goes for survivor and disability benefits.

Recently, we acquired computer software that calculates all these benefits -- including factors for inflation.

I'll call in a few days to arrange a mutually agreeable time to show you details of how reports from this software might have use for you in your practice.

Sincerely,

 

 

Note to InsMark users:  This letter is best used as a pre-approach letter designed for specific telephone follow-up by you. We do not recommend you use it as a direct mail letter with a postcard response. If you must use it in this way, replace the last paragraph with: "If you would like to learn more about this software, please complete and return the enclosed postpaid reply card."

 

The Social Security Calculator within InsCalc can do all the calculations mentioned.