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  Dear Voornaam:

As the SECURE Act—the first major piece of retirement legislation in a decade—thrusts retirement planning back into the spotlight, our editors are looking to get an update on how the latest trends in retirement services may impact retirement-related planning for clients.

We’ve identified you as someone who we believe will have interesting views and opinions on this subject. Can you take a few minutes to help us with our quick survey? (Seriously, it should take less than 4 minutes to participate).

As a token of our appreciation for your participation, we’ll enter your name in a drawing for a $250 American Express gift card.

Our survey sample is small, so your cooperation is critical to our success. Rest assured that your answers will only be used in conjunction with the others we receive.

Taking the survey is a snap—simply click here.

Thanks in advance for helping us with our research.

Cordially,

Jay McSherry
Group Marketing Director
WealthManagement.com





 
 
 

 

 

 
 
 

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