Rule #1: Keep It Short & Casual

Nobody wants to read a long sales pitch in a text. Your goal is to start a conversation, not close the deal in one message.🚫 Bad Example (Too Long & Salesy):

"Hello [Name], my name is [Your Name] with [Company Name]. I specialize in retirement planning strategies using indexed universal life insurance and fixed indexed annuities. I'd love to schedule a time to go over some options with you. Let me know when you're available!"✅ Good Example (Short & Conversational):

"Hey [Name], you requested info about tax-free retirement strategies. Got a quick sec to chat?"

Rule #2: Sound Like a Real Person (Not a Salesbot)

If your texts sound too formal or too generic, people will ignore them. Write how you would text a friend.🚫 Bad Example (Too Corporate):

"Dear [Name], we are reaching out to you regarding your inquiry about financial strategies. Please call our office at your earliest convenience to discuss."✅ Good Example (Casual & Natural):

"Hey [Name], just saw your request for info. Got a quick minute to chat today or tomorrow?"

Rule #3: Use a Clear Call-to-Action (CTA)

Never send a text that doesn’t tell the prospect what to do next. Always include a simple question or instruction.🚫 Bad Example (No CTA):

"Hey [Name], I help people protect their money from taxes. Let me know if you're interested."✅ Good Example (Clear CTA):

"Hey [Name], I help people keep more of their retirement money tax-free. Got 10 mins today or tomorrow to go over how it works?"