06. Letter to existing client offering new portfolio folder service
Letter to existing client offering new document portfolio folder service. This can be a physical folder or a virtual online folder where your client 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.
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
GST, shipping and discounts will be calculated at checkout.