Dear Mr. Lowell:
You are important to me, and I value you as a client. Your confidence in me is greatly appreciated, and I want to assure you that I am available to answer any questions you may have in a personal meeting or phone call. In my conversations with other valued clients, I have come to realize that they often have friends or acquaintances with insurance or financial concerns that are not being addressed. If you know or become aware of any such person who (describe your client profile), I would consider it an honor if you would introduce that person to me. Generally, I find this works best if you simply give me a call with a name and phone number, so we can discuss the best approach. Thank you again. I look forward to assisting you in the future. Sincerely, Sandy Benson |
* To existing clients
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