Prospecting Emails for FPDAs

We’ve made it really easy to spread the news about our new flexible premium indexed annuities with five pre-designed emails you can send to prospects or existing clients.

Follow these instructions to create your email:

• Choose a template and click on Download Email. The template will open in a new browser window or tab.
• Click anywhere on the page and select all (Ctrl +A) and copy (Ctrl + C).
• Create a new email. Click in the body of the email and paste (CTRL + V) the template into your email.
• Add the subject line included in the instructions at the top of the template.
• Personalize the email with your contact information as noted.
• Remove the instructions.
• Send a test copy to yourself or a colleague.

Submit the final version of your email to Compliance for review:

• Log onto the Agent Portal.
• Click on the Compliance tile.
• Click on the link under Advertising Guidance to submit advertising via Adtrax.
• Wait for approval from Compliance. You may not send the email to clients before receiving written approval.