Holiday Email — New Year (Send Thu Dec 31, 2026)
Staged email template for the Legacy Wealth Services lifecycle automation. Not a blog post — do not publish to the public site.
Send date: Thursday, December 31, 2026, 10:00 AM Pacific (New Year’s Eve) Audience: All active clients and subscribers Subject: Here’s to a healthy, secure 2027 Preview text: A New Year note from Rodney at Legacy Wealth Services. From: Rodney | Legacy Wealth Services
Hi [First Name],
Happy New Year! Thank you for being part of the Legacy Wealth Services family in 2026.
A new year is a natural time to take stock. If you would like a quick check-in on your plans, I am glad to help. People often find it useful to revisit their Medicare coverage, Social Security timing, life insurance and estate documents, or their business benefits at the start of the year. It is a simple conversation, and there is never any pressure.
If a friend, neighbor, or colleague comes to mind who would appreciate the same kind of care, you can send them our way here. We are grateful for every introduction.
Wishing you a healthy, prosperous, and peaceful 2027.
Sincerely,
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”).
- Year reference “2027” should be updated annually.
- Add the agent phone number in the signature before sending: [Your Phone Number].