Date

First and Last Name(s)
Address
City, State, Zip

Hi <<Client Name>> -
 
I don’t want to be “That Guy” that lets you down.  So, I’m sending you this short – but very important -- email.
 
You may have already heard that there have been some major issues and changes within the Social Security, Medicare and Medicaid budgets recently.  With 10,000 Baby Boomers turning age 65 every day, we need to be realistic about our futures.  They say about 70% of us Americans who turn age 65 will need some type of extended care help.  
 
Times have changed, it may not be possible for the government to be there as our safety net…. If we need help with care for an extended period, it could be a financially devastating event resulting in unintended consequences.  All of us need to learn more about longevity planning – and what it can mean for us and our families.
 
Longevity planning is beyond the scope of my expertise.  But, I’m excited that I’ve just become a part of an innovative program that allows me to offer my clients a no-obligation visit with a longevity planning specialist.  These experts can have a conversation with you over the phone – you don’t have to schedule a big office visit or anything.  But, they can educate you and share some great ways to protect yourself and your loved ones.
 
I really think that learning enough to make a good decision about something this important is definitely the wisest choice.  Again, this is totally free of charge – if you just zap me back confirming the best number to reach you (and a good time of day to have them call), one of the specialists will reach out and contact you.  They’ll even mention my name, so you know that this isn’t some random telemarketing call.
 
Please get me the information as soon a you can so we don’t have delays.  I really DON’T want to let you down by having you miss this important planning step!
 
Thanks for your time, <<Client Name>>, I’ll eagerly await your okay – and I’ll make this happen for you!
 
Yours,
<<Your Name>>