Hey {first_name}!

Wanted to reach out and remind you to go checkout the free resources that are available to you:

1. Make sure you’ve signed into the back office of your life insurance provider. You want to be able to check your account at any time and make changes like banking information, beneficiaries, and address changes. For example, if you’re with National Life Group, go to their website and register. If you’re not sure who your life insurance carrier is, reach out to me and I can give you the information. Also, go to the app store and download the app for your carrier.
2. Don’t forget about the tool called emoney. It’ll store all your financial information in an easily accessible location online so you can keep track of your expenses and plan for your financial goals. I sent you a video about it recently. In case you missed it, here’s the link to the two minute video. My other clients have found it to be very valuable and I think you will too.
3. If you haven’t already requested the link to emoney, just reply “emoney” to this email and I’ll send you a link for your free personal financial website.