Sample Refer a Friend E-mail

Dear To Name,

I thought you might be interested in a service you can use to help manage your retirement assets: the HCM 401(k) Optimizer®.

With the HCM 401(k) Optimizer®, you receive professional advice for your 401(k), 403(b), 457 or other company sponsored retirement plan. It is also useful for the U.S. Government's Thrift Savings Plan.

What you get when you sign up:

  • Professional investment advice you can use right away
  • Personalized recommendations
  • Quarterly updates
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  • Bonus – a standard subscription to LifeLock®, the nation's premier identity theft protection service, is included at no additional charge

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Comment

Best regards,
Your Name