Snow Day Kit

A simple, timely touchpoint you can share with clients

When weather disrupts normal routines, this kit gives you ready-to-use resources you can share with clients who may be home due to winter weather.

Use this Snow Day Client Kit to:
• Provide helpful value during an unexpected pause
• Stay visible in a natural, human way
• Reinforce proactive planning
• Strengthen relationships through service, not selling

Send these resources individually or as a bundled “snow day reset” to your clients. Client-ready email copy is available for easy sharing.

The Resources

  • Family Document Locator

    Help clients list where their most important financial and personal documents are stored so they and their loved ones can quickly access what matters.

    Best for:
    • Improving organization
    • Reducing stress for spouses and family members
    • Preparing for unexpected events

    Download

  • Network of Trust

    A worksheet for clients to document the professionals and key contacts their family relies on, and how each supports their financial and life planning.

    Best for:
    • Centralizing important contacts
    • Helping loved ones know who to call
    • Strengthening overall preparedness

    Download

  • Beneficiary Review

    A quick-review tool to help clients confirm beneficiaries on key accounts and policies and ensure their designations align with their current life and wishes.

    Best for:
    • Preventing outdated beneficiary designations
    • Reducing the risk of unintended outcomes
    • Keeping plans aligned with life changes

    Download

Client-Ready Email Copy

  • Subject: Snowed in? A quick way to get organized

    Hi [First Name],

    If you’re home because of the winter weather, I hope you’re staying safe and warm. Snow days often create a little unexpected time at home, which can make it a great opportunity to take care of a few things that usually get pushed aside.

    If you have a little time, here are a few simple tools you can use to get organized and review key details:

    • Family Document Locator
    • What to Keep, What to Shred Checklist
    • Network of Trust
    • Beneficiary Review

    You can access everything here:
    [Link to Snow Day Kit]

    One quick note: After completing the Beneficiary Review, please send it back to me. This allows me to confirm everything is set up correctly and make sure all of your accounts are properly aligned with your current wishes.

    No pressure at all. These are just here if it’s helpful while you’re home. If questions come up, I’m here to help.

    Stay warm,
    [Advisor Name]

  • Subject: Snowed in? A quick way to get organized

    Hi [First Name],

    If you’re home because of the winter weather, I hope you’re staying safe and warm. Snow days often create a little unexpected time at home, which can make it a great opportunity to take care of a few things that usually get pushed aside.

    One simple tool that can help is the Family Document Locator. It helps you list where important financial and personal documents are stored so you and your loved ones can find them quickly when needed.

    You can access it here:
    [Link to Family Document Locator]

    No pressure at all. Just a simple way to bring a little extra organization and peace of mind while you’re home.

    Stay warm,
    [Advisor Name]

  • Subject: A quick snow day organization tool

    Hi [First Name],

    If you’re home because of the winter weather, I hope you’re staying safe and warm. Snow days often create a little unexpected time at home, which can make it a great opportunity to take care of a few things that usually get pushed aside.

    The Network of Trust worksheet helps you document the key professionals and contacts your family relies on, so everything is in one place for you and your loved ones.

    You can access it here:
    [Link to Network of Trust]

    If you’d like, I’m happy to review it with you to make sure everything is current.

    Stay warm,
    [Advisor Name]

  • Subject: A quick snow day beneficiary check

    Hi [First Name],

    If you’re home because of the winter weather, I hope you’re staying safe and warm. Snow days often create a little unexpected time at home, which can make it a great opportunity to take care of a few things that usually get pushed aside.

    This Beneficiary Review helps you confirm that beneficiaries on your accounts and policies are aligned with your current wishes. It’s one of the easiest things to overlook and one of the most important to keep current.

    You can access it here:
    [Link to Beneficiary Review]

    Once completed, please send it back to me so I can confirm everything is set up correctly and make sure all of your accounts are properly aligned.

    Stay warm,
    [Advisor Name]

for reference — subject to your firm’s compliance requirements