06. Letter to client offering portfolio service
Improve your efficiency | Improve your client experience
A letter template to new or existing clients offering your new document portfolio service. What is a 'document portfolio service' I hear you ask?
Consider this: where do your clients store their important financial documents ready for quick and easy retrieval? Their life insurance policy docs. Their wills and PoAs? Why not add more value to your service offering and provide a new service for them?
This can be a physical folder or a virtual online folder where your clients can store all their financially related important documents such as wills, buy/sell agreements, policy documents, PoA, etc., for easy and quick retrieval by them or family members / business associates when needed. Don't forget to brand your service with your details.
Why not add this template to your existing planning software template library today!
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