Hi client_first_name,

Welcome — and congratulations on taking this important step to protect what matters most. I'm glad to have you as a client, and I want to make sure you feel confident and informed from the very start.

YOUR POLICY AT A GLANCE

• Policy Number: policy_number

• Coverage: coverage_summary

• Effective Date: effective_date

• First Payment Due: payment_due_date

Your welcome packet is attached — it contains your policy documents, a summary of key coverage provisions, and important contact numbers for claims and customer service.

SETTING UP YOUR ACCOUNT

You can manage your policy, make payments, and access your documents anytime through our client portal at portal_url. I recommend setting up your online account early so you're ready to go well before your first payment is due.

WHAT HAPPENS NEXT

• You'll receive a separate communication with your payment setup instructions

• Your policy documents will be mailed to your address on file within 7–10 business days

• I'll schedule a brief check-in call in the coming weeks to answer any questions after you've had a chance to review your documents

I'M HERE FOR YOU

My goal isn't just to sell you a policy — it's to be your long-term advisor. As your life changes, your coverage needs may change too. Please reach out anytime at me::phone. I'm always happy to talk through your situation.

Thank you for the trust you've placed in me.