Prospecting Letter Template

The following Word Doc. is a Prospecting Letter Template to send to clients you believe would be a good fit for a Split-Funded DB Plan.

Simply replace the highlighted text with the assigned information (i.e. name, address, etc.). Also, add any needed personalization in the last paragraph.

[ Click here to download the template ]

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

Pin It on Pinterest

Share This