For Insurance Financial Planners ·
What you'll accomplish
By the end of this guide, you'll have a personal library of 15–20 pre-written client email responses covering the most common annuity questions your clients ask — drafted with ChatGPT, customized to your voice, and organized so you can copy, personalize, and send in under 2 minutes. No more writing from scratch every time a client asks "what happens if I die before taking income?"
What you'll need
Open a blank Google Doc. Write down every question you've heard from clients in the past 6 months. If you're unsure, start with these common ones:
What you should see: A list of 10–15 specific questions — the ones that come up again and again.
Open chatgpt.com and type this prompt for your first question:
Write a friendly, plain-language email response to a client who asked: "[paste the question]"
Requirements:
- Audience: 62-68 year old retiree or near-retiree, not financially sophisticated
- Length: 100-150 words
- Tone: warm, reassuring, like a trusted advisor (not a salesperson)
- No jargon without explanation
- End with an invitation to discuss further
- Do not make specific product promises or guarantee any outcomes
What you should see: A clear, friendly email response that answers the question in plain language.
Read the draft aloud. Change any phrase that doesn't sound like something you'd actually say. The goal is "your voice, AI speed" — not an AI-generated form letter.
Common edits:
In your Google Doc, organize by topic. Use this format for each entry:
Client Question: What happens to my annuity if I die?
[Paste the finalized email response here]
Tags: death benefit, beneficiary, legacy
What you should see: A growing library document organized by question topic.
Work through your list, generating one email per question. As you go:
What you should see after this step: A Google Doc with 10–15 ready-to-use email responses.
Option A: Google Doc bookmarks — Add a Table of Contents at the top linking to each response topic.
Option B: Email templates in Gmail — In Gmail, go to Settings → See all settings → Advanced → Enable Templates. Then draft each response as a template.
Option C: Canned responses in Outlook — In Outlook, use Quick Parts or My Templates to save each response for one-click insertion.
What you should see: A system where finding and sending the right response takes under 2 minutes.