Letter 15

For Attorneys and CPAs

Alan Advisor

200 Main St.

City, State, Zip                             ____________________

                                                   (Date)

Dear Alan,

Are your clients up to date in their retirement planning?

Have you helped them figure exactly how much retirement income they'll need?

Do their retirement plans take inflation into account?

Do you know how much their 401(k) or IRA will be worth at retirement -- and how much income they can expect from it?

Did they know about the IRS penalty tax if they take too much or too little?

Do they know how much they should be saving each month in order to meet their retirement goals?

Recently, we acquired computer software that addresses all these issues -- and more.

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 Retirement Needs Analysis ("RNA") module can do all the calculations mentioned.