I would like to take this opportunity to thank you for your continued business.   As your mortgage advisor, I am always looking for ways to provide you with helpful information that could lead to the achievement of your long-term financial goals.  This is why I have decided to introduce you to an important member of my advisory team.  

_____________________  of ______________ Insurance Company has been providing services to my clients for over _____ years.   During that time, many I have helped to purchase or refinance a home have been able to lower their cost of insurance using ____ services.   

In addition, I also find that as my clients’ situations change, so do their need for insurance services. The recent rise in home values may leave many without enough coverage if they don’t have a replacement cost endorsement.  Or, perhaps you have improved your home and need additional coverage or you are expanding your family and need to provide additional life insurance coverage for your loved ones.   Even if you have had a grown child move out into an apartment, they may not realize the importance of having a policy that covers their personal belongings.

Because I have worked with _____________ for so many years, I am quite confident that he can help you assess your needs and perhaps lower your cost for your current coverage.   You can contact ___ as follows:

Joe Black
Black Insurance Company
jblack@blackinsurance.com
888-888-8888
www.blackinsurancecompany.org

I hope you find this information helpful.  I also have a free article available, Saving Money on Homeowners Insurance – just contact me and I will forward the article to you.   

And remember, if you are looking to purchase a home or refinance or know someone else who is in the market, I am always available to help.   Thanks again.  

Sincerely,

Loan Officer