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

Hi (Client's name).
We've come to the close of your loan. Thanks again for working with us!
Your lender may have already mentioned this to you but you've saved some significant money on this refinance, and I want to make sure you do the right thing with the savings. It may be time well spent to speak with a Financial Advisor, so you can discuss how to maximize those savings. I want to make sure you are capitalizing on every opportunity.
How is your relationship with your Financial advisor?