Day 3 Welcome Email — Social Security: Most People Leave $100K+ on the Table
This is a staged email draft for the Legacy Wealth Services Day 3 new-subscriber welcome sequence. Review and use the content below in your email platform.
Email Sequence: New Subscriber Welcome — Day 3
Subject Line: Did you know most people leave $100,000+ in Social Security on the table?
Preview Text: The timing decision that costs most retirees six figures — and how to get it right.
From: Rodney | Legacy Wealth Services
Send Timing: Day 3 after new subscriber opt-in
Email Body
Hi [First Name],
A few days ago I introduced myself and the work we do at Legacy Wealth Services. Today I want to share something that surprises almost every client I sit down with.
Most Americans leave over $100,000 in Social Security benefits unclaimed — simply because of when they decide to start.
That’s not a typo. The Social Security Administration’s own data shows that the majority of people claim benefits at the wrong time for their specific situation — either too early, too late, or without factoring in their spouse’s benefit, their health, their other income sources, or current tax implications.
Here’s what most people don’t realize:
- The difference between claiming at 62 vs. 70 can be $1,000+ per month — for the rest of your life
- Married couples have dozens of claiming strategy combinations — most never explore them
- Your Social Security income can be taxed up to 85% — proper planning can legally reduce that
- A delayed claim isn’t always the right answer — it depends on your break-even age, income needs, and overall retirement picture
This is exactly why we offer a complimentary Social Security Benefit Analysis for our clients and prospective clients.
As a credentialed RSSA® (Registered Social Security Analyst), I run a personalized analysis that models your optimal claiming strategy across multiple scenarios — so you can see, in plain numbers, which path puts the most money in your pocket over your lifetime.
This analysis is completely free, and there’s no obligation.
Most people walk away with a clear strategy they’ve never seen before — and peace of mind that they’re not leaving money on the table.
→ Request Your Free Social Security Analysis
If you have a spouse, please bring their information too — the combined strategy often yields the biggest gains.
As always, I’m here if you have any questions. Just reply to this email and it comes straight to me.
To your retirement security,
Rodney
Legacy Wealth Services
📞 503-832-8555
🌐 www.legacywealthservices.com
P.S. — Social Security rules have changed significantly in recent years. Even if you’ve looked into this before, a fresh analysis with current rules can reveal new opportunities. It only takes about 20 minutes.
Additional Services at Legacy Wealth Services:
Medicare Planning · Life Insurance · Final Expense · Annuities · Estate Planning · Group Benefits · FICA Reduction for Businesses · Remote Care Solutions
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Campaign Notes
Why RSSA for Day 3: Social Security optimization is a universal concern for the T61+ and T65 target market. It has strong emotional resonance (“leaving money on the table”), a clear and credible credential (RSSA®), a low-friction CTA (free analysis, no obligation), and it naturally leads into adjacent conversations about Medicare timing, annuities, and estate planning — all Legacy Wealth Services offerings.
Sequence Flow:
- Day 1: Introduction from Rodney — who we are, what we do, what to expect
- Day 3 (this email): RSSA Social Security Analysis — educational hook + free analysis CTA
- Suggested Day 7: Medicare T65 spotlight — the Medicare enrollment window most people miss
CTA Destination: Link to the contact/consultation page or a dedicated Social Security analysis request form.