You asked us for it, we heard you … and created it! Here is our unique, custom, Trial & Heirs Drip List. Many have you have expressed to us the struggles you’ve faced broaching the estate planning topic with your clients. This Drip List Template is an email campaign that you can send to your clients and prospects which prompts them to do their estate planning through fun and educational celebrity-themed reminders, and serves as a great way for you to get in front of your clients and prospects!
Here is how it works…
Fill out the form below with your name and email address or phone number, write a brief personalized message, then choose which template you’d like to send to your contacts. Click “Get Preview” and if you have no changes, click “Send Email”…. and watch your inbox fill with messages from clients ready to move forward with business!
Or you can choose to export the Drip List and send to all of your contacts at once through your own email system.