| Dear Client, |
You may not be aware that I left Wells Fargo Insurance
and have started my own
independent firm, Executive Benefit Strategies. I am excited
to now reconnect with my
Wells Fargo Insurance clients. |
I was required to sign a non-compete agreement but it
has now expired. These
agreements are standard at most companies in my industry.
As well, you may not be
aware that when an agent leaves a company, as I did with
Wells Fargo, there is no one
to pick up and maintain those agent’s files. Those
client files, unfortunately, will sit
unattended and un-reviewed – a potential costly
scenario to you. Therefore, I am
contacting you to let you know that I am now able to access
your files with your
written permission. |
As an independent broker I am not dictated on the companies
I may use to assist your
needs. I work for you, not the insurance company. I am
eager to work with you to
update and manage your policy. However, before I can help
you I must have your
written authorization for me to access and update your
policy records. |
Repeatedly over the years I’ve heard …
“Mary Lou, I have lost 42% of my IRA and now
I’m 54.
I don’t want to lose any more money.”
or,
“Mary Lou, I have several CD and savings accounts
and I’m tired of the low interest rate,
plus having to pay taxes on what little I earn. Is there
another option?” |
I now have an exciting new product to offer you to address
these issues. It will assist
you in preserving and maintaining your wealth while providing
your retirement dollars
greater growth due to tax-deferral. Please visit my website
www.mldobbs.com for
articles I have written, or call my toll free number at
1-877-688-6703. |
Please complete and return the enclosed authorization
form to me. I will contact you as
soon as I have your .les available. I am excited to work
with you again and look forward
to continuing to serve your ongoing needs. |
| Most sincerely, |
| Mary Lou Dobbs |
P.S. Call me today to make an appointment to review
your policy OR for more
information on the innovative, new products I can now
offer you. |
