Blend Advisors

Sample Follow-up Email

________________________________________

ADVISOR,

It was great meeting with you!

As promised, please find the following materials:

  1. A link to the podcast with Rick (see below)
  2. A Link to the Educating Beneficiaries Webinar
    1. To access it and other Advisor Resources materials without the link, you may visit www.lifespanusa.com and login using the username advisor and password lifespan
  3. Brief description of our law firm:

“Randall, & Bryant, P.C. is a transformative law firm focused exclusively on estate planning, business planning, and elder law. Dedicated to plans that work, we work with families to create, maintain, and transfer both financial and non-financial wealth.”

Attachments:

  1. LifeSpan Circle™
  2. ePlanning Plan Development Navigator™
  3. Important Family Questions from page 7 of our Personal Information Profile
  4. Complete Personal Information Profile

Please let me know if you have any questions!

Best,

Autumn

Autumn I. Bryant, J.D.
Attorney & Counsellor At-Law

RB-Logo-Email.png#asset:803:articleThumbnailImage

Randall & Bryant, P.C.
3500 De Pauw Blvd, Suite 2090
Indianapolis, IN 46268
Phone: 317-803-4180
Fax: 317-803-4181
Email: [email protected]


IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in the communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

Associated Files

Return to Main Page