Letter Library

At Regal, we are constantly looking for ways to make your life easier. It is with that end in mind that we have created the Regal Letter Library. The Library contains 50+ sample letters for your use; and it includes:

Prospecting Letters
E
xisting Client Letters
T
hank You Letters
M
eeting Follow Up Letters
T
wo special letters that communicate the DOL changes to your clients

Even better, the letters have been pre-approved by the Regal compliance department. That means as long as you don’t make material changes to the letters, you can just grab them and go. Simple and efficient.


 

Client Letters

This ZIP file (1.1 MB) contains 28 unique Word document templates for communications with your current clients. The categories covered are:

  • - Appointment Confirmation
  • - Appointment Follow-Up
  • - Client Meeting Evaluation
  • - Client Termination
  • - Client Birth Congratulations
  • - Disability Insurance
  • - DOL
  • - Long-Term Care
  • - New BD-RIA
  • - New BD-RIA Negative Consent
  • - Our Team is Growing Announcement
  • - Requesting Warm Referral
  • - Retirement Planning

Client Letters

This ZIP File contains Word document templates for communications with your current clients. The categories covered are:

  • Clients in their 20s
  • Clients in their 30s
  • Clients in their 40s
  • Clients in their 50s
  • Required Minimum Distribution
  • Medicare
  • Social Security

 

Client Prospecting Materials

This ZIP file (1.1 MB) contains 30 unique Word document templates to prospect new clients. The categories covered are:

  • - Beneficiary Review Consultation
  • - Birth Congratulations
  • - Disability
  • - Estate Planning Consultation
  • - Event Invitation
  • - General Prospecting
  • - Long Term Care
  • - Marriage Congratulations
  • - Meeting Reminders, Evaluations & Follow Up
  • - Modern Portfolio Theory
  • - Referral Appointment Confirmation
  • - Referral Requests
  • - Referral Thank You Letters
  • - Turn Down Letters

 

Client Meeting Templates

This ZIP file (1.5 MB) contains a series of Word documents, PowerPoint slides, and PDF files to aide you in planning client meetings. The categories covered are:

  • - Closing Process
  • - Internal Process Tools
  • - Questions for Your Clients
  • - Sample Agendas
  • - Tools for the Planning Process