HTML Agent/RR/IAR Instructions – Please remove the following instructions before using this email:

Agents/RRs/IARs – If you do not change any content in this email and only personalize it with your contact information, you do NOT need to submit it to the Advertising Guidance Team (AGT) for review or re-approval.

Create email instructions – Choose a template and click on Download Email. The template will open in a new browser window or tab. Click anywhere on the page and select all (Ctrl +A) and copy (Ctrl + C). Create a new email. Click in the body of the email and paste (CTRL + V) the template into your email. Add the subject line included in the instructions at the top of the template. Personalize the email with your contact information as noted. Remove the instructions. Send a test copy to yourself or a colleague Please include your name, business address, and email signature (or, if registered with ESI, your approved email signature including your ESI disclosures) as part of this email before you send it out. Please note that all disclosures, form numbers, and opt-out instructions that appear in this email must be included and not changed. Do not include a website as part of your email signature unless the website has been reviewed and approved by the AGT. Please be sure to read the resources under Email Marketing found on the agent portal under Training → Compliance → Advertising/Social Media → Telemarketing and Email Solicitation. This provides important information regarding CAN-SPAM requirements and your responsibility to scrub email lists prior to sending marketing emails.

Agents/RRs/IARs – Please use the following email subject line: Create income you can rely on in retirement.