Standard Email Template
Epic WealthPrime (email@example.com)
Subject: Your Customized Retirement Planning Report Attached!
Hello <CLIENT NAME>,
Your advisor, <YOUR NAME>, just sent you the following Advanced Retirement Planning report. Please click the link to view your report.
Your Advisor’s Personal Message:
“Marginal tax rates will increase in 2026, which will cause tax rates to also increase. Implement this WealthPRIME strategy to save millions in the future! Please see the attached illustration of your wealth creation.”
Advisor’s Email: <YOUR NAME>
Advisor’s Phone: <YOUR PHONE>
Thank you and we look forward to speaking with you!
Start today by contacting your advisor or one of our WealthPRIME Specialists to discuss your RetirePLUS report in more detail. Schedule a free consultation here.
WealthPRIME Technology, Inc.