Thank You!
{first_name},

I just wanted you to know that I really appreciate the fact that you trusted me to provide the proper insurance on some of the biggest assets you own.  I do not take this responsibility lightly!

 

As a part of my commitment to you, we ask all of our clients to fill out this Client Portfolio questionnaire. This helps us to ensure that we are fulfilling our duties to protect your family and assets. You can CLICK HERE to fill out the brief form.
 

At any point if you need me to answer any questions, provide you with documents or anything, simply call or text me at (470)377-5001.

 

Thanks again for trusting me,

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