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Initial Email

Hello (Mr. or Mrs. Client). I am writing you today in response to your interest in purchasing a life insurance policy
through Robertson Ryan & Associates. My name is (HCB Representative) and my company is Highland Capital Brokerage,
we support Robertson Ryan & Associates by helping them with their client’s life insurance needs. Our firm has worked
in the life insurance industry for decades and we are experts in providing the right coverage and products to fit our
client’s needs. I notice you that you have already run a quote for your insurance on the website.

Our records show that you were looking for (face amount) for (term length) and you were quoted the price of (range).
In order to complete your purchase, I will need 5 to 10 minutes of your time to get a few more questions answered from
you. I will be reaching out to you from (xxx) xxx-xxxx within the hour to complete this process. If that is not convenient,
please let me know better time to call and I will make sure you are contacted then. Our office hours are (X) am to (X)
pm eastern standard time.

We look forward to working with you to help insure your family’s most valuable asset…You! If you have any question or
concerns, please feel free to contact me at the information provided below.
Thank you,

Follow Up Email

Hello (Mr. or Mrs. Client). I am sorry I seem to keep missing you. My name is (HCB Representative) and represent
Robertson Ryan & Associates. We received a notice that you were looking for (face amount) for (term length) and you
were quotes the price of (range).

In order to complete your purchase, I will need 5 to 10 minutes of your time to get a few more questions answered from
you. My phone number is (xxx) xxx-xxxx and I will be calling you within the hour to complete this process. If that is not
convenient, please let me know better time to call and I will make sure you are contacted then. Our office hours are (X)
am to (X) pm eastern standard time.
I look forward to helping you today with your insurance purchase, and if you have any questions please feel free to ask.

Thank you,

Final Follow Up Email

Hello (Mr. or Mrs. Client). From the information you provided on the website, you are almost halfway through with the
process of purchasing life insurance. I can take you through a quick phone call to complete the application if you are still
interested in the coverage of (face amount) for (term length) and you were quotes the price of (range).

If you have already purchased the coverage and no longer need our help, congratulations on protecting your family’s
most important asset! If you haven’t purchased coverage yet and for some reason you are not able to get your
insurance right now, please keep my contact information on file. We and Robertson Ryan & Associates are always here
to help you with any questions you may have and can run a new quote for you once the time is right.

Thank you,