Good Morning {first_name},
 
It is time once again for your annual policy review. I would appreciate it if you could schedule a time on my calendar that works for you.
During these reviews it's important to see what changes have happened in life such as:
  • Home upgrades
  • New employer
  • New family members
  • New toys
  • Making sure your net worth is protected
  • Planning for the future
     
Thank you for your trust in my agency.

-Andy

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