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Follow up letter. To Mr. Rajesh Tagore, Address: Andheri west, Mumbai 58 Sub: Minutes of meeting on 6 th June.2010 Dear Sir, This is in reference to our meeting on 6 th June.2010 Sept at your residence , at 2 PM . The following are the topics we have covered in our discussion.

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follow up letter
Follow up letter
  • To Mr. Rajesh Tagore,

Address: Andheri west, Mumbai 58

Sub: Minutes of meeting on 6th June.2010

Dear Sir,

This is in reference to our meeting on 6th June.2010 Sept at your residence, at 2 PM. The following are the topics we have covered in our discussion.

Your Family consists of 4 members

Your family members are of the following age

Raja (your Son) 7 years, Riya (Your daughter) 4 year, Rina (your wife) 36 years and yourself 37 years.

We have discussed that your total monthly income is Rs. 25000/-pm and your total monthly expenditure is Rs. 16000/-pm. Your total savings are as follows

NSC-25000, PPF-25000, RD-20000, FD-30000, LIC 400000 total-500000.

slide2
We covered that your Economical Life Value is Rs. 30,00,000 and your family needs the amount as support towards its third foundational pillar continuation of Income. We have also understood that you own the residence you stay, and there is a loan of 400,000 pending on the property.

We have discovered that you have no extra source of income and we have looked at your future plans in detail and understood your future plans and situation after 5 years as well as after 10 years.

Our meeting concluded yesterday at 3.30 p.m. with an understanding that I the undersigned shall be preparing an exclusive financial plan for you and your family in 48 hours. And for this purpose I shall be also consulting family welfare planning specialist Mr. SatishManjure, my Development Officer cum mentor.

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I would meet you personally with the complete financial proposal for your family and future on 8th June 2010 at your residence at 4pm and the following shall be the agenda of our meeting.
  • Get approval for the plans and proposal .
  • Finalization of the same.
  • Visiting a doctor for health check-up
  • Collection of cheque of Rs 45000/- favoring LIC of India
  • Completing other formalities like taking necessary documents.

I the undersigned shall be working continuously in these 2 days exclusively for your families financial requirements and planning along with some experts, based on the details given by you as mentioned above in this letter. For any kind of alterations please feel free to call me on my mobile no 9800330000

With assurance of offering you an outstanding future plan. With warm regards

I remain

Ullhas Ambhore

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I take this opportunity to inform you that I am a Complete Family Welfare Consultant. I do welfare planning according to your requirements and merits only. In this process I don’t offer any kind of REBATE or Kickback. Pl. inform me in advance if this is unacceptable to you.
follow up letter1
Follow up letter
  • To Mr. client Name date

Sub: Minutes of meeting on 9th Nov.2009 and the agenda of our forthcoming meeting on 11th nov 2009 at 3pm

Dear Mr. Sandeep,

This is in reference to our meeting on 9th Nov 2009 at your residence, at 2 PM. The following are the contents we covered in our discussion.

Our discussions were mostly about your family and affections and feelings about your family.

During our conversation you communicated that you love your family the most,

And you value your family the most

You also value money, we also discussed

We also discovered during our brief about the Hyrum Smith seminar story that your family is the most important thing for you and you can do anything for your family

There after during our discussion about the future we realized that your family is going to require Rs.100,000 every month and by the time you retire by the year 2040 your family will require 10,00, 000 every month.

When I presented you the Demographic trends cards , you were very keen to know about the TBT. You also indicated that you would be willing to take some action about implementing TBT.

you can also add in the letter
You can also add in the letter

I would be personally visiting you once again the day after tomorrow on the 11th Nov 09 at 4.00 pm as decided by us. I would be bringing along the required material for briefing you the same.

My agenda during the visit will be as follows,

  • Brief about TBT
  • Importance of planning for Raja and Riya’s education and family’s finances
  • Significance of taking action towards the future

For any further information please feel free to call me on my mobile no 9800000000

With assurance of offering you an outstanding idea to take care of your future

Thanking you very much in anticipation

Yours sincerely

Your name and signature

you can also add in the letter1
You can also add in the letter

I would be personally visiting you once again the day after tomorrow on the 11th Nov 09 at 4.00 pm as decided by us. I would be bringing along the required material for briefing you the same.

My agenda during the visit will be as follows,

  • Brief about TBT
  • Importance of planning for Raja and Riya’s education and family’s finances
  • Significance of taking action towards the future

For any further information please feel free to call me on my mobile no 9800000000

With assurance of offering you an outstanding idea to take care of your future

Thanking you very much in anticipation

Yours sincerely

Your name and signature

Kindly go thru the my research document titled – Who Stole Your Money

It would help us take decisions easily and save a lot of time

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