This letter is sent by a financial professional to clients and prospects. It promotes a complimentary "Organize Your Life" kit that contains resources to help recipients organize their important documents and financial information. The kit includes a checklist, pre-printed file folders, and tips for securing documents. The goal is to help clients and their families locate key information and documents in the event of an emergency. The financial professional offers to provide the kit and discuss further organizing efforts with anyone interested in taking advantage of the offer.

1. Financial Professional to Client LifeFolio Kit Prospecting Letter
(For use with the general public)
Note to Financial Professional:
This letter is for use without a prospectus. Reproduce this letter on your appropriate letterhead and send it to clients and
prospects. The content below has been approved by Compliance and cannot be changed. To use this with your
letterhead, copy text and paste into new document.
(Date)
Dear (Client or Prospect),
In the event of an emergency, would you be able to locate and secure your most
important documents? If something happened to you, would your family know where to
find key financial information? Having the foresight to gather and organize these
documents can help ease a major life event and protect the estate you’ve worked hard
to build.
I can provide you with a simple tool that will help you (and your family) get organized and
increase your confidence regarding the location of key documents.
If you’re interested in further organizing your personal and financial information, please
give me a call at [insert phone number] to request a complimentary “Organize Your
Life” kit. It contains all of the resources you need to get started¾ LifeFolio Checklist,
pre-printed file folders, tips on securing your documents, etc. After all, when it comes to
your finances, you can never be too organized.
I look forward to talking to you soon.
Sincerely,
(Your Name and Approved Title)
MainStay Investments® is a registered service mark and name under which New York Life Investment Management LLC
does business. MainStay Investments, an indirect subsidiary of New York Life Insurance Company, New York NY 10010,
provides investment advisory products and services.
Securities are distributed by NYLIFE Distributors LLC, 169 Lackawanna Avenue, Parsippany New Jersey 07054.
Not FDIC/NCUA Insured | Not a Deposit | May Lose Value | No Bank Guarantee | Not Insured by Any Government Agency
Securities products and services are offered through [insert name and address of broker/dealer].
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