P&C AGENT TO REALTOR

Property & Casualty Insurance Agent To the Realtor -NET WORTH CROSS SELL

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Hi (Client's name),
It was a pleasure speaking with you earlier. I wanted to reconnect on something I feel is very important.
It's always valuable to accurately calculate your net worth. This includes knowing the exact value of your home, as Real Estate can fluctuate as much and sometimes even more than other assets.
How is your relationship with your Real Estate Agent who specializes in equity assessments?