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SCRIPTS: Your Financial Health

Right now, your clients are looking for encouragement, ways to keep spirits high, tips for cutting expenses, and valuable advice for navigating this new normal. To help you showcase your expertise and stay connected to your sphere, we’ve put together a collection of timely, client-facing marketing assets below. Copy and customize with any specific messages you’d like.

This collection includes:
● Email (Subject line, body copy, and image header)
● Call script
● Text script
● Social post (Caption and image options)

Your Financial Health
How to look after your financial health in times of uncertainty.
Dear (Client),

During these uncertain economic times, many people are having difficulty paying their monthly bills. Whether you fall into that group or not, it’s important that you take steps to protect your financial future. Here are some considerations to take today to save you from budgetary burdens tomorrow.

1. Prioritize Your Expenses
The first and most important step to safeguarding your savings is to decide which bills are most vital to your livelihood. This worksheet from the Consumer Financial Protection Bureau can help make those tough decisions a little easier.

2. Cut the Excess
Once you’ve prioritized your expenses, you’ll have a good sense of what you need and what you don’t. Anything that falls into the latter category should be discontinued until a later date, and anything considered a necessity should be revisited each month to make sure it still belongs there.

3. Know the CARES Act
The government’s $2 trillion emergency stimulus package is loaded with important information for US citizens. With benefits like eviction relief, a moratorium on foreclosures, and the opportunity to defer or reduce mortgage payments, the CARES Act has a lot to offer beyond a stimulus check.

4. Try Negotiating
From landlords to cable providers, many bill collectors are showing extraordinary empathy during these unprecedented times. If they can’t defer or reduce your fees, they may be willing to add some other kind of incentive as a show of good faith. As the adage goes, “You’ll never know unless you ask.”

5. Consider Your Credit Cards
Charges, whether recurring or one-off, can add up quickly on your credit card statement. Take the time every week to review your statements in detail and identify those one-off charges that are adding up. Then, consider which recurring bills are worth keeping and which should be cut. Lastly, consider calling up your credit card company to renegotiate annual fees or interest rates.

Additionally, don’t forget that refinancing your mortgage or shopping around for better rates on home insurance may lighten your financial burden. If you’d like to learn more about the low-cost, high-value options available through me – Keller Mortgage and Keller Covered – let me know.

These suggestions are only the beginning. If you’d like to discuss more ways to strengthen your bottom line, shoot me a text or phone call at any time. I may not have all the answers you’re looking for, but I will do whatever I can to find them.
NOTE: Please review this page to ensure you are in compliance with the Do Not Call / Telephone Consumer Protection Act.
AGENT: Hi, [client]! It’s [agent], and I just wanted to make sure everything was
okay on your end. I know there’s a lot of uncertainty in the air right now, especially financially.


Thank you for sharing that, [client]. Well, just so you know, I sent you an
email with some valuable tips on shoring up expenses and
budgeting during these unprecedented times. I know I’m taking a look at
my finances and so are many of my clients. If you don’t see it in your
inbox, let me know and I’ll resend it to you.

How is your [family, pets, work, hobbies]?


Well, it was great talking to you, [client]. Please feel free to text or call
me if I can help you in any way. Take care and stay safe.
TEXT: Hi, [client]! It’s [agent]. I just wanted to let you know I sent you an email
with some really helpful tips around budgeting. I think it’s useful information regardless of your current circumstances.

Let me know if you get it and if there’s anything else I can do for
you. I’m always a text or phone call away. Take care and stay safe!
TEXT: Right now, whether you’re experiencing economic uncertainty or not, take
some time to tend to and care for your financial health. Here are 5 tips that can help:
1. Prioritize your expenses from most to least important.
2. Cut anything that’s not a necessity.
3. Check the CARES Act for benefits outside of the stimulus check.
4. Try negotiating with your service providers.
5. Take a hard look at your credit card statements and identify any recurring charges.