Referral Email Template

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File Size 12.23 KB
File Count 1
Create Date October 29, 2020
Last Updated October 29, 2020

Referral Email Template

Copy and paste template into the body of your email. Send to Jackie Banister ([email protected]) for approval prior to sending.

Keywords: template, email, referral

Attached Files

File	Action
Referral Email Template.docx	Download

Education - Videos - Calculators

Kades-Margolis is a member of the U.S. Retirement and Benefit Partners (USRBP) family of companies. USRBP provides a suite of financial wellness tools that may be helpful to you. However, please note that you are leaving the Kades-Margolis Corporate website. The information on the external website is being provided as a courtesy to you. By clicking "I understand" below, you understand that Kades-Margolis nor GWN Securities make any representation as to the completeness or accuracy of information provided on any external websites.

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This section of the website is for Kades-Margolis financial advisor use only and requires a password/credentials.

Marketing/Flyers/Forms/GWN Access

Events Request Form

USBRP/KMC MS Office Tools