Turning 72 Dashboard Cards
For Levitate customers in the Financial Industry, it is important to communicate to those turning 72 about Required Minimum Distributions. Luckily, Levitate is able to provide a list of contacts approaching their 72nd birthday. This way, Financial Professionals can initiate a group email to send a 30, 60, or 90 days prior to their birth month!
Upon clicking the dashboard card, review the content and recipients, then head schedule the email to send!
Please reach out to your Customer Success or Support team to enable this feature (firstname.lastname@example.org).