Tips for Bequest Prospecting With Direct Mail

* 61 to 74 years old. For this group, the focus is on updating a will due to the life change that happens after retirement, e.g., downsizing of one’s home, moving to another state, children grown.

* 75 years and older. Here the importance is drafting a final will. The goal of the messaging is to get prospects to consider what they want their final legacy to be, what they want to leave behind that will live on beyond them.