Hey {first_name},

I was reviewing our files and I noticed that we didn't have a note regarding who your current life insurance carrier is. As your retirement specialist, if something ever happens to you, we're often one of the first to get called about whether or not you have life insurance. We just like to have that in our system so we could point your family in the right direction if anything ever happened.

Who is your life insurance carrier?

Chat soon,

Rich
817-863-4231