I note that you potentially work with / come into contact with a lot of the ‘older generation’ i.e. aged 55+
I appreciate you will build up good rapport with your clients, and come to regard them as more than just a customer. You may in passing have heard or noted that some might mention they aren’t able to attend as frequently, or can’t afford luxuries like holidays or cutting back due to the cost of living etc You may be able to help them by referring them to me for equity release
EQUITY RELEASE / lifetime mortgages for the 60 – 90 age group.
Key points On equity release
Here are the main uses / reasons why people take equity release ;
Nice to Know bits…..
I have worked under subcontract for Aviva and also at another Key equity release advice company, so have handled a large volume of equity release cases ( so, I know what i’m doing )
the key difference is that I am now fully impartial so i can advise across a wide range of lenders to get the best rates / deals
– and my fee is roughly £1,000 less than the TV advertised firms !
– Unlike some companies – I don’t have any sales targets on wills or LPA’s ( Lasting Powers of Attorney ) – so clients aren’t forced / automatically bundled into taking them if they aren’t actually necessary
( and yes the large firm advisors are targeted on at least 65% taking them out, which can easily add £2,000+ onto their clients overall advice fees )
Not sure what equity release is ? here’s 2, quick 1 minute videos
If you know anyone, please mention my name & details to them or forward this along !
Get them to mention your name, and in return should they go ahead and complete an equity release, although I appreciate you are doing it to help them, I would also seek to help you by sending you a very nice referral commission.
I would love to work with you going forwards. If you’d like more details or would like a chat over the phone or for me to pop around and chat over a coffee, just let me know !
CeMAP, CeRGI CeRER
Mobile : 0777 981 9891
WhatsApp : +447779819891
Office: 0800 246 5698