Subject: Don’t Miss Out: Maximize Your 2025 Contributions Before {{deadline_date}}
Dear {{customers_first_name}},
There is still time to make the most of your 2025 contributions to your {{account_type}}.
There is still time to make the most of your 2025 contributions to your {{account_type}}.
Contributing to your account now can help you:
Take advantage of valuable tax savings- Increase long-term growth potential
- Stay on track toward your financial goals
Your 2025 Contribution Deadline:
{{deadline_date}}
Contribution Snapshot:
2025 Contribution Limit: ${{contribution_limit_amount}}
Your Contributions to Date: ${{customer_contribution_amount}}
Remaining Contribution Opportunity: ${{remaining_amount}}
Your Contributions to Date: ${{customer_contribution_amount}}
Remaining Contribution Opportunity: ${{remaining_amount}}
Get started today
Scan the QR code below or visit {{url}} to contribute securely through your online account.
Ways to contribute
- Make a one-time transfer from your linked bank account through your online portal
- Set up automatic recurring contributions (weekly, biweekly, or monthly)
- Transfer or roll over funds from another eligible account (if applicable)
- Contribute via payroll deduction if your plan allows it
Make a contribution
{{url}}
Cutoff reminders
- Online contributions completed by {{deadline_date}} will count toward your 2025 limit
- Mailed checks must be postmarked by {{deadline_date}} and include your account number
- Select the correct tax year when prompted so your contribution is recorded properly
What to have handy
- Bank routing and account numbers (for ACH)
- Your account number and any employer or plan details (if using payroll or rollover)
If you have questions or would like personalized guidance, contact us at {{phone_number}}. Our team is happy to help.
Thank you for choosing Lob Financial to support your financial future.
Sincerely,
{{your_name}}
{{your_title}}
Lob Financial