Over the past few decades, defined contribution (DC) plans have evolved from a supplemental retirement and savings vehicle to the primary one for many companies in the US.
This email is for clients you have already made contact with, clients you have some familiarity with. Start off by addressing them directly in the subject line, using their name will attract their attention
There is a famous saying in economics, loss looms larger than gains, it is the idea that the pain of losing financially outweighs any pleasure derived from gains.You need to keep this in mind when structuring emails and producing content. Identifying what troubles your clients is crucial for communication and sales conversion.
You can spend $10-15K on a fancy website, maybe a grand on SEO with little to no results; and yet your competitor, armed only with an email subscriber list, of 1000 people, could be leaving you for dust.