BEGIN 
HOLISTICALLY

Send this checklist to clients and prospects this January! Life changes happen frequently and those in your care may not think to tell you, but it could have a BIG impact on their financial future.  
 
Once you send them the checklist, follow up with them and set an appointment to discuss any changes they may have experienced in the past year.  Then contact the team at UMS to discuss Annuities, Life, LTC, Med Supp, Disability Income, and more - we will help you be in business for yourself, not by yourself with our backroom support.  Then, meet with your client and revise their plan according to their goals.  

Choose your format below and fill out the form to get your personalized copy from our Marketing Team! 
  • Postcard Version

    Prefer mailers?  You can send this out to prospects you don't know to remind them of the importance of planning financially.  


     

    Then when they respond, ask them about their goals for the New Year, set the appointment and give us a call!  

  • Letter Version

    Have clients already that you want to check in with?  Include this with a personal note that you want to see how they are doing and what they have been up to, financially.  

    Then ask them to send this back to you or follow up with you to set an appointment for the New Year to review their goals! 

Designed for insurance financial professional use.

Underwriters Marketing Service

100 Century Parkway

Suite 240

Mt Laurel NJ 08054

Phone:  800-524-1774

Fax:       856-727-0600