In the past few weeks, I have driven past your business/practice several times and have wanted an opportunity to meet you. As we have no mutual acquaintances who could introduce us, I'd like to introduce myself and show you how I help people accumulate and preserve wealth and reduce taxes.

For many years, we have provided insurance and investment planning services to businessowners and professionals in this area. In fact, we have been privileged to work with a number of clients who own companies/practices like yours.

With your agreement, I would like to show you how our services may be of value to you and your business. With that in mind, I will be calling in a day or two to schedule a brief meeting at a mutually convenient time.

I'll look forward to meeting you.

Sincerely,