Download Recent retirees - Putnam Investments

Sample Prospecting Letter
Putnam Rollover IRA: Recent retirees
(Note to investment representative: Retype this letter on your firm’s letterhead,
which must include your FINRA member name, address, and phone.)
Date
Rollover Prospect
Address
City, State, Zip
Dear Investor:
Please accept my warmest congratulations on your retirement! No doubt you are making adjustments so
that you can take full advantage of the time and energy that are now yours to spend as you wish.
But are you also taking full advantage of your options with regard to your retirement savings? Did you
know that by transferring your assets from your current qualified plan to a Rollover IRA, you might get
benefits that employer plans don’t offer?
For instance, Rollover IRAs typically give you access to a wider range of investment options. IRAs also
offer flexible distribution options, which can affect how much money you’re required to withdraw each
year, and can also provide more options for your beneficiaries.
If you have a number of retirement accounts from previous employers, you may benefit from
consolidating them into a single Rollover IRA. By having all your retirement assets in one account, you
can reduce paperwork and administrative fees while focusing your retirement strategy.
If you would like to learn more about the benefits of a Rollover IRA and discuss the ways you can
improve your retirement income strategy, please call me at [your phone number].
As always, I thank you for your business, and I look forward to every opportunity to help you achieve
your long-term financial goals.
Sincerely,
Your name and title
This information is not meant as tax or legal advice. You should always consult your tax professional as to how IRS rules may apply to your
own situation.
Putnam Retail Management
EO111 259706 2/10