Legal & General: Encourage eligible clients to exchange their policy

Protect Clients' Futures - Reach out to clients who qualify for exchange

Elevate your client interactions with these specially crafted letter templates, designed for LGA's Term-2-Term exchange program. These templates offer a streamlined way to convey the significant benefits of extending term life policies with ease and precision.

‍

Why use these templates?

• Save time: Quickly send professional communications.
• Customizable: Add your information in the red fields.
• High engagement: Crafted to increase client responses and interactions.

How to use:

• Download the template for William Penn or Banner Life.
• Personalize with your specific contact information.
• Copy into your platform of choice and distribute to your eligible clients.

‍

William Penn Letter

Banner Life Letter

‍

Now is the time to enhance your outreach. Use these letter templates to start a conversation that could change your clients' futures

‍