Life Events

Relationships are key to growing your business. And to build strong relationships, it’s important to know when clients are experiencing a major life event — and to help them through it.

That’s where these marketing resources come in. We offer tools to help you start a conversation with clients and learn whether they’re going through a life change. You can also reach out using more specific materials about getting married, buying a home, having a child and other life events.

By helping clients ensure their financial needs are met at these moments, you’ll be able to build their trust and solidify your relationship.

Start the conversation about life events:

Where Do You Go From Here — Client Brochure (RF1610)
Outlines how clients can be financially prepared for life events.
View (PDF) • Order

Client Email for Life Event (RF1613)
Email to send to clients when a life event occurs.
View (OFT)

Life Events Customizable Postcard (RFC1616)
Customizable postcard to send to clients when a life event occurs. 
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Personal Finance Worksheet (RF1634)
Resource clients can use to map out income and expenses.
View (PDF) • Order

Reach out about specific life events:

Pre-Approach Congratulatory Letter for Life Event (RF1618)
Congratulatory letter to send to clients when a life event occurs.
View (DOC)

Pre-Approach Sympathy Letter for Life Event (RF1618A)
Sympathy letter to send to clients when a life event occurs. 
View (DOC)

Getting Married Checklist (RF1623)
Action plan for clients who are tying the knot.
View (PDF) • Order

Buying or Selling a Home Checklist (RF1628)
Action plan for clients buying or selling a home.
View (PDF) • Order

Having or Adopting a Child Checklist (RF1622)
Action plan for clients expecting a child.
View (PDF) • Order

Changing Jobs Checklist (RF1627)
Action plan for clients taking a new job.
View (PDF) • Order

Dealing With Divorce Checklist (RF1625)
Action plan for clients going through a divorce.
View (PDF) • Order

Caring for an Aging Family Member Checklist (RF1612)
Action plan for clients taking care of an elderly family member.
View (PDF) • Order

Emptying the Nest Checklist (RF1624)
Action plan for empty nesters.
View (PDF) • Order

Coping With the Death of a Family Member Checklist (RF1626)
Action plan for clients who are coping with a family member’s death.
View (PDF) • Order

Retirement Checklist (RF1621)
Action plan for clients who are retiring.
View (PDF) • Order

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