P&C AGENT TO FINANCIAL ADVISOR

P&C AGENT-The Insurance Renewal Cross Sell To The Financial Advisor

COPY & PASTE THE TEXT BELOW (Make Edits As Necessary)

Hi (Client's name),
Your insurance is up for renewal. Please give me a call if you have any questions. It always makes sense to review all of your insurances together. How is your relationship with your financial advisor who specializes in insurance?