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
How-To Guide: Building a Client Education Email Library
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.