Written By: Karen Deis

As a subscriber to www.LoanOfficerMagazine.com, you have complete access to all marketing documents to create your own NET WORTH CLIENT CAMPAIGN, absolutely FREE. If you are not a subscriber, you can purchase all three marketing pieces, including a copy of the entire article for $79, CLICK HERE TO PURCHASE or subscribe HERE for only $119 per year (24 Issues).

It's the downhill side to the end of the year. Being in this business 28 years, traditiionally you will have some downtime in November and December (well, maybe not LAST year). What an opportunity to send a client appreciation letter and a financial statement to help your clients figure out their personal net worth - but also a chance to get your real estate agents involved in the process.

So, what does a client-marketing letter, a personal financial statement and a comparative market analysis have in common? In this article, we will give you the step-by-step system, called the NET WORTH CLIENT CAMPAIGN, along with the sample letter, a copy of a personal financial statement and a coupon for your clients to order a free, market analysis. (It has been created in a word document so you can also include your picture, logos and contact information or print on your letterhead.)

The Letter

The headline reads, "Why Do Only 17% of Households Know How Much They Are Worth?" The answer: It's because they have not had the opportunity to complete a "personal net worth statement."

For those paid subscribers, you'll be able to receive these marketing pieces free, at the end of the article.

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