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Become An Introducer
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Grow your business with Estate Planning:
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Grow your client bank
Every Will needs an Executor and 2 independent witnesses offering you at least 3 additional potential clients per sale.
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Re-engage your clients
70% of people do not have a Will. Offering a Will service is the perfect reason to re-contact your client bank.
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Open the door to further financial business
Our simple fact find has been designed to open up a whole range of sales opportunities.
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We aim to make the process as straight-forward as possible, offering a flexible process to fit in with your normal business. Contact us for further details about commissions and our support package.
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