Veteran client content starter kit
Three scripts. One download. Veteran-literate by design.
The voice — and the operational caution — that veteran and military-family clients can immediately recognize. Drop your email and the PDF downloads to your machine. We’ll send Clarison updates only when the content system behind the kit gets a meaningful revision.
SEC & FINRA marketing guideline compliant — sample scripts, not advice for any specific client.
Get the PDF
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What’s inside
The three sections, in the order you’ll reach for them.
TSP rollover talking points
The advisor-facing script for the first debrief when a client asks to roll their Thrift Savings Plan into an IRA — including the three core questions to ask before moving a dollar, and the language to use when retirement-pay offset makes a full rollover the wrong default.
VA disability coordination script
A short client-facing brief on how VA disability pay interacts with military retired pay, SBP, DIC, and TSP withdrawals — organized for a one-to-one conversation rather than a list send. Illustrative figures, explicit disclaimers, and a decision tree the client can walk themselves before scheduling the next call.
Three-email onboarding sequence
A working voice for the first sixty days of a new veteran-client engagement — welcome + housekeeping, the VA disability vs. retired-pay decision point, and a survivor-plan prompt to schedule a hard conversation. Plain language, checklist cadence, explicit asks.
Who it’s for
Built for the people already serving this audience.
How to use it
Every figure in the kit is illustrative. Every name is a placeholder. The checkout cadence and the disclaimers are the part you keep verbatim — they’re tuned to read as education-first rather than sales pressure.
Adapt the figures to your client’s actual situation, run the copy through your own compliance review, and treat this kit as the structural backbone of a client-facing draft — not finished work.
Still scrolling? The kit is at the top.
Drop your email and the PDF downloads immediately. Your address is used only for future revisions to Clarison’s content system.