Tag: LPL

Use this template to remind clients to take their Required Minimum Distributions (RMDs) before the deadline. Download

Use this template to remind clients who have recently turned 72 about the need to take Required Minimum Distributions (RMDs). Download

Use this template to send an email to your clients announcing your new and improved website. Download

Use this template letter with a focus on staying young at heart to send birthday greetings to your clients. Download

Use this template letter that references an extravagant $25 million birthday party to send birthday greetings to clients. Download

Use this template letter that reminds people how wonderful they are to send birthday greetings to your clients. Download

Use this template letter with a focus on joy and blessings to send birthday greetings to your clients. Download

Use this template letter that touches on things that have transpired in one year to send birthday greetings to your clients. Download

Use this template to inform clients when the Associate Wealth Advisor (AWA) assigned to them has left the firm. (LPL Approval # 1-05025896) Download