Invest in a retirement plan*: As you plan to retire at 55, we know that it is important to you to have a hassle free, peaceful retirement, so that you can spend your time with your family and loved ones. To ensure this happens, we recommend investing in Roth IRA with our company.
Investing in the …show more content…
Investing in a long term care insurance plan will eliminate any worries that you may have if you or your husband were to become disabled. Also by investing in a permanent life insurance plan, if you or your husband were to pass,* Jeffrey would be protected permanently as many of these policies * As a valued customer, we appreciate your feedback and welcome any comments to improve our proposal. If you have any questions regarding the proposal Chelsea Moore, our customer relations advisor, can be reached at 704-564-8888 Monday through Friday, during regular business hours. Enclosed, for your benefit, are some forms for you and your husband to fill out if you would like to begin your investment plan with Northwestern Mutual. We ask that you fax the completed forms to 704-567-9687 within 7-10 business days.
We look forward to hearing from you regarding the decision, but more importantly we looking forward to working with you to secure your financial