Resources to sell and support your clients.

Best for: clients you have a strong relationship with and want to give the full picture upfront

Audience: Client Main Point of Contact
‍Subject: A new benefit I'm excited to bring to [Company Name]

Hi [First Name],

As your retirement advisor, my job doesn't stop at the 401(k). I'm always looking for ways to support your employees' broader financial health because when people feel confident about their money, everything works better.

That's why I'm excited to share something new: I've partnered with Your Money Line, a financial wellness platform I'm now offering to my clients as a value-add benefit. Here's what it means for your team:

• Employees get free access to tools that help them budget, track accounts, and monitor their credit
• There's no cost to you as the employer
• Setup is simple: employees register in minutes with their work email
• I'll be here to support the rollout every step of the way

This is one more way I'm invested in your people, not just your plan. I'd love to show you what this looks like for your team — can we grab 30 minutes?

Thanks,
[Your Name]

Best for: clients you already have a meeting or review scheduled with

‍Subject: Something I want to bring to our next conversation

Hi [First Name],

As we head into [renewal season / our upcoming review / Q3], I wanted to give you a heads up on something I'm adding to the way I support my clients.I've partnered with Your Money Line, a financial wellness platform that goes beyond the retirement plan to help your employees manage their full financial lives. It's free to your team, simple to set up, and something I'm genuinely excited about.

I'd love to spend a few minutes walking you through it when we connect. I think it'll be a nice addition to what we're already building together.

Talk soon,
[Your Name]

Best for: clients who didn't respond to your first email

‍Subject: Wanted to make sure you saw this

Hi [First Name],

I reached out a little while ago about something new I'm bringing to my clients — just wanted to make sure it didn't get buried.

In short: I've partnered with Your Money Line to offer your employees a free financial wellness benefit. Think of it as a companion to their retirement plan — tools to help them budget, track their accounts, and monitor their credit, all in one place. This is a free, simple way to strengthen your benefits package.

No cost to you. Easy rollout.

Would you be open to a quick 30-minute walkthrough? I think you'll want to see this.

Thanks,
[Your Name]

Send this within 24 hours of your walkthrough call to recap what was covered and make next steps crystal clear.

Audience: Client Main Point of Contact
‍Subject: Great connecting — here's what comes next

Hi [First Name],

Thanks for taking the time to connect today — I really enjoyed walking you through Your Money Line and think it's going to be a great fit for your team.

To recap what we covered:

• Your employees get free access to financial wellness tools including account tracking, budgeting, and credit monitoring
• There's no cost to you as the employer
• Setup is simple — once we have your employee list, we handle the rest

Here's what next steps look like:

• Send me your employee census file (I'll send over the template separately)
• We'll get your team loaded into the platform
• You'll get a welcome email ready to forward to your employees when you're ready to go live

The whole process is designed to be as hands-off for you as possible — that's kind of the point.Any questions at all, just reply here. Otherwise, I'll follow up in a few days to see where you're at.

Thanks,
[Your Name]

When a client has decided they want to launch Your Money Line, send these instructions to the main Client point of contact to get their employer account set-up and their eligible employee census file uploaded. This is required before launch.

This should be sent ASAP after agreeing to roll out Your Money Line.

Audience: Client Main Point of Contact
‍Subject: Let’s begin your organization’s financial wellness journey with Your Money Line!

Hi [First Name],

Please complete the following three action steps:

If you would prefer an automated SFTP feed from your IT department, please let me know and I can coordinate the setup.Please send me a note once you’ve completed these items. If you have any questions as you go along, please don’t hesitate to reach out!

Thanks,
[Your Name]

When a client has decided they want to launch Your Money Line, send these instructions to the main Client point of contact to share with their IT team to ensure future communications are delivered without interruption.

‍This should be sent 10 days before the launch date.

Audience: Client Main Point of Contact
‍Subject: We’re thrilled to welcome your team to the Your Money Line experience!

Hi [First Name],

To ensure your team has uninterrupted access to the Your Money Line platform and receives all important communications, we kindly ask you to add the following emails, domains, and IP addresses to your safelist.

Safelisting these will:

• Prevent important messages (such as login instructions, account updates, and webinar invites) from being blocked or sent to spam.
• Ensure smooth access to tools we use for content delivery, learning modules, and support.
• Provide employees with the best experience from the very start of their journey with us.

Thank you,
[Your Name]

Audience: Participants
‍Subject: Meet your free financial coaching benefit