Email Template

A customizable promotional email to encourage employees and/or consumers to take advantage of these timely educational topics.

Subject line options:
● Achieve your financial resolutions this year
● Resolve to start working toward your financial future

[First Name],

It’s a brand new year, which is a great time to think about your future goals and set resolutions to work towards them. Start fresh this year with a strong plan to help you reach your financial goals.

Visit the [INSTITUTION NAME] financial education center for insights including:
● Strategies to incorporate retirement savings into your plan
● How to build emergency savings gradually throughout the year
● Ways to improve and monitor your credit score
● Tips on how to get a head start filing taxes

We hope these ideas help you head into the new year prepared to achieve your financial resolutions!

Visit the [INSTITUTION NAME] financial education center to get started: [LINK]


Promotional Copy

Spark something new this year.
If you’re like many Americans, a financial resolution probably made your list of goals for the new year. [Institution Name] offers a variety of educational resources and tools to help you start the year strong and establish good habits. Check out our Financial Resolutions playlist to get started:

Get Started [DEEP LINK TO FINANCIAL RESOLUTIONS PLAYLIST OR BLOG]


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