Trust in your knowledge - Introduction
Writing business in trust can help improve your rates of retention and could provide you with an ideal opportunity to generate new leads.
Viewing these online seminars will provide you with CPD points, and access to a wide range of downloadable support material from FRIENDS to aid you using trusts
To help you take advantage of the benefits trusts can bring you and your clients, Friends Provident has created three new pre recorded online seminars on trusts
Right money, right hands, right time
The first in the series, where we discuss:
- What is a Trust
- Choosing a Trust
- Benefits of using Trusts
- Sales hints
- Benefits to Advisers
- There will also be an opportunity for you to Test your Knowledge.
Recommending a Trust
This useful seminar covers:
- The limitations of a will
- Looking at joint life considerations
- A walk through of a joint life first death term
- Mortgage considerations
- A test your knowledge section
Review, Refer, Retain
The last in the series of our focus on trusts will take you through:-
- The benefits of using trusts for your business
- Building trusts into your sales process
- Navigating the trust minefield
- Offering a trust at the point of sale
- Completing a trust of eSelect
- How to retain your business
For further information, please contact your usual Friends Consultant or call 0845 601 0880.