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

Hi (Client's name),
I wanted to follow up after our earlier conversation to let you know about an Umbrella Policy that will protect your property from lawsuits. I apologize for not mentioning it earlier in the process. I value you as a client and want to make sure I am being a valuable resource for you.
Let me know when would be a good time to discuss this?
Also, how is your relationship with your Financial Advisor? It is important to review your policies together to make sure they are properly aligned.