Dear Ms. Santos:

As your Ohio National agent, one of my responsibilities is to be sure your insurance coverage is current and complete.

You may recall when we last spoke, I suggested that we review your policies at least once a year - sooner, if the need should arise. My records indicate that we had scheduled a policy review for 11:00 a.m. on April 3rd, at my office.

In addition to this review, which will take about 45 minutes, we can discuss any questions you may have about your existing coverage or other financial security objectives.

I'll be in touch shortly to confirm that meeting and look forward to seeing you again.

Sincerely,

Margaret Murphy

P.S. To aid our discussion, enclosed is a Policyholder's Annual Update for your completion. Thank you.

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