Dear {first_name},

I truly hope this note finds you healthy and happy.

We all faced a very challenging year in 2020 and we’re not out of the woods just yet. The good news is there are 
certainly bright spots on the horizon. I’m hopeful things will continue to improve for everyone.

Like you, I observed a tremendous amount of pain and suffering last year. While much of that pain and suffering 
was physical, there was a vast amount of related financial pain experienced by people from all walks of life and 
at all socioeconomic levels. Through no fault of their own, people lost jobs, businesses, incomes, savings, 
retirement accounts and possibly most damaging, their sense of security.   

While much of the damage was unavoidable, some of it could have been mitigated with proper planning. This has led 
me to realize that I want to play a larger role in protecting the financial security of my clients.

Accordingly, I've restructured my agency and aligned myself with a few other very experienced financial 
professionals, in order to focus on two very fundamental and essential roles: protecting you from financial loss 
in all its forms, and helping you achieve financial success, whatever that means to you.

The two firms that I co-founded, bringing together more than 60 years of financial planning expertise, are 
WealthDefense Insurance Group, LLC and WealthDefense Financial Advisors, LLC. 

We’ll be sharing more information about this collaboration with you soon. In fact, be on the lookout for another 
message from me about a conversation I’d like to have with you regarding your Income Replacement Plan. 

I want to recommit to you, and commit the resources of my entire team, to protecting everything and everyone you 
hold dear and precious. We also welcome the opportunity to be your advocate and guide when it comes to 
accumulating, protecting and utilizing wealth, to accomplish your most important objectives.

More than anything, I look forward to reconnecting with you at your earliest convenience. In order to make that 
a smooth and easy process for you, please use this link to select a 15 or 30 minute time block on my calendar 
https://www.calendly.com/WealthDefenseDavid. 

By now I’m sure you’re a Zoom expert, so you’ll automatically receive a meeting link when you schedule your meeting.