WBS Campaign

Social Post

Email

Email

Email

Phone Call

Email

Email

Email

Email

Meeting

Email

Email

Email 8

Subject line:

Cash balance – Ready to take the next step?

To add template content to email:

1. Open downloaded .docx file
2. Click Edit > Select All and Copy
3. In body of new email, click Paste

Download file

Email 5

Subject line:

Cash balance – How a Merrill advisor became a business owner’s sole advisor

To add template content to email:

1. Open downloaded .docx file
2. Click Edit > Select All and Copy
3. In body of new email, click Paste

Download file

Email 4

Subject line:

Cash balance – FuturePlan’s resources to support Merrill

To add template content to email:

1. Open downloaded .docx file
2. Click Edit > Select All and Copy
3. In body of new email, click Paste

Download file

Email 1

Subject line:

Cash Balance Program – Equip your advisors with a high-impact retirement solution

To add template content to email:

1. Open downloaded .docx file
2. Click Edit > Select All and Copy
3. In body of new email, click Paste

Download file

Email 3

Subject line:

Cash balance – Let us educate your advisors in 30 minutes

To add template content to email:

1. Open downloaded .docx file
2. Click Edit > Select All and Copy
3. In body of new email, click Paste

Download file

Email 2

Subject line:

Cash balance – A rapidly growing, differentiated retirement plan benefit

To add template content to email:

1. Open downloaded .docx file
2. Click Edit > Select All and Copy
3. In body of new email, click Paste

Download file

Email 6

Subject line:

Cash balance – Scheduling time to prep for the advisor presentation

To add template content to email:

1. Open downloaded .docx file
2. Click Edit > Select All and Copy
3. In body of new email, click Paste

Download file

Social Post 1

Post copy:

Cash balance plans can transform your practice through increased AUM and differentiation from your competition.

Visit LiveSocial to access social posts for sharing.

Go to LiveSocial

Email 9

Subject line:

Cash balance – See how they’re transforming Merrill advisors’ practices

To add template content to email:

1. Open downloaded .docx file
2. Click Edit > Select All and Copy
3. In body of new email, click Paste

Download file

Email 7

Subject line:

Cash balance – Promoting the upcoming presentation with your advisors

To add template content to email:

1. Open downloaded .docx file
2. Click Edit > Select All and Copy
3. In body of new email, click Paste

Download file

Meeting

Initiate an Event Request Form

Event resources

Phone Call

Have a follow-up conversation with WBS to reiterate the magnitude of the opportunity. Download these talking points as your guide.

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