Hey {first_name},

I was reviewing our files and I noticed that you still have the old index strategy which means you're not making as much interest on your 403B as you could be. For example, the old index earned 1.25% last year and the new one earned 7.5%. That's a big difference!

I want to update your 403B to this new index strategy. All I need is five minutes of your time.

For your convenience, here's a link to my calendar:

https://meetme.so/richclaypool

Or you can text me a time that works best for you.

Chat soon,
Rich Claypool
Retirement Specialist
817-863-4231