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Option A - Become an Introducer

This is your opportunity to create income streams that add real value to your business, whilst enhancing existing client relationships.

You will also be able to add to your existing client base, with referrals from this new  service.

Not only will you benefit from the income generated from the sale of Legal Services products, but many of our Estate Planning strategies go "hand in hand" with Financial Services Products and you will also be able to benefit from a share in the commissions.
Those of you who are qualified as a Financial Advisor will be able to provide the client with these Financial Services products direct.
Or, your Estate Planning Consultant, who is trained in recognising the need for Financial Services Products, can either refer this business to our “in house” IFA’s, or an IFA of your choice who you might already have a relationship with.

Option A

You can either -

Appoint one of our qualified Estate Planning Consultants to service your client bank
have one of your own members of staff fully trained by us.

Whichever route you choose, start earning today!

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