July 22, 2025
Email Templates Made Easier
Agents no longer need to submit email templates to the Advertising Guidance Team (AGT) for review.
We have made it even easier for agents to use our pre-designed email templates! Agents will no longer need to submit these pre-approved emails to the Advertising Guidance Team. Please reference the following guidelines for using an email template.
If you do not change any content in the email templates and only personalize them with your contact information, you do NOT need to submit them to the Advertising Guidance Team (AGT) for review or re-approval.
Please include your name, business address, and email signature (or, if registered with ESI, your approved email signature including your ESI disclosures) as part of this email before you send it out. Please note that all disclosures, form numbers, and opt-out instructions that appear in email templates must be included and not changed. Do not include a website as part of your email signature unless the website has been reviewed and approved by the AGT.
Please be sure to read the resources under Email Marketing found on the agent portal under Training>>Compliance>>Advertising/Social Media>>Telemarketing and Email Solicitation. This provides important information regarding CAN-SPAM requirements and your responsibility to scrub email lists prior to sending marketing emails.
Check out our five pre-designed emails you can send to prospects or existing clients about our flexible premium indexed annuities.
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.
