Legacy promotion mailing in January follow up phone in February

Dear Paul,

That is a brilliant idea. Thank you so much for your knowledge.

I will definately consider changing the mailing date now.

Best wishes
Anna

As a willwriter who generates leads through mailings and phone calls, I would suggest that you leave the mailing until February. In January the postman is bringing credit card bills and that is a wonderful reason to bin mailings that involve spending money.

One thing that I have never tried, (because like many willwriters I disappear mid Dec to mid Jan because nothing is going on in our world!) is this:
A mailing that lands on the door mat in between Christmas and New Year with a message to 'make a New Year Resolution to Make a Will (with a legacy)'. I would guess that such a mailing a this time is more likely to be read, because more people are at home with time on their hands and there seems to me less post generally to compete with.

A follow up phone call mid to late January to see if they made a resolution and if they did whether they have kept it, might trip a few guilt complexes into doing something.

Just a thought from 'my side of the fence' - good luck with whatever you decide.

Paul