Holiday Email — Thanksgiving (Send Tue Nov 24, 2026)
Staged email template for the Legacy Wealth Services lifecycle automation. Not a blog post — do not publish to the public site.
Send date: Tuesday, November 24, 2026, 9:00 AM Pacific (two days before Thanksgiving, Nov 26) Audience: All active clients and subscribers Subject: Thankful for you, [First Name] Preview text: A short note of thanks from all of us at Legacy Wealth Services. From: Rodney | Legacy Wealth Services
Hi [First Name],
As Thanksgiving approaches, I wanted to pause and say thank you.
Working with families and business owners across Oregon is a privilege, and the trust you place in us is something we do not take lightly. Whatever your table looks like this year, I hope it is full of the people you love.
If there is anything about your coverage or retirement plans you would like a second look at before the year ends, I am always glad to hear from you. A short review, whether of Medicare, life insurance, Social Security timing, or estate documents, can bring real peace of mind heading into the new year. There is no obligation.
And if someone in your life has been asking about any of this, I would be honored to help them too: Share Legacy Wealth Services with a friend or family member
Wishing you and your family a warm and restful Thanksgiving.
With gratitude,
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”).
- No product pitch, rates, or performance claims — keep compliant and relationship-focused.
- Add the agent phone number in the signature before sending: [Your Phone Number].