Holiday Email — Christmas (Send Wed Dec 23, 2026)
Staged email template for the Legacy Wealth Services lifecycle automation. Not a blog post — do not publish to the public site.
Send date: Wednesday, December 23, 2026, 9:00 AM Pacific (two days before Christmas) Audience: All active clients and subscribers Subject: Warm wishes for the holidays, [First Name] Preview text: Season’s greetings from Rodney and the Legacy Wealth Services team. From: Rodney | Legacy Wealth Services
Hi [First Name],
From my family to yours, Merry Christmas and happy holidays.
This is a season for slowing down and spending time with the people who matter most. It is also a good reminder of why we do this work: helping you protect those people and plan with confidence for the years ahead.
If it would be helpful in the new year, I am happy to walk through any of the areas we help with, including Medicare, life insurance and final expense, annuities, Social Security timing, estate planning, or benefits for your business. Just reply to this email and it comes straight to me.
Know someone who could use a trusted, no-pressure conversation? Introduce them to Legacy Wealth Services. Your kind words mean more to us than any gift.
Wishing you peace, health, and joy this holiday season.
Warmly,
Rodney Legacy Wealth Services www.legacywealthservices.com
You are receiving this because you are a client or requested information from Legacy Wealth Services. [Unsubscribe]
Automation notes
- Merge tag: [First Name] (fallback: “friend”).
- Greeting is inclusive (“happy holidays” alongside Merry Christmas); consider a segment variant if preferred.
- Add the agent phone number in the signature before sending: [Your Phone Number].