An amazing offer for your clients
Would you like to offer your clients the following?
- Save them money on things from policies, the way they have their finances and policies set up and renewals.
- Save them time by storing their data in an easy to use and accessible way.
- Keep their information highly secure.
If so then we may be able to help you offer inform as a service. This will allow you to look deeper into their estate planning needs, financial needs and security needs. Every test client of ours has benefitted, one by £2,000 a year immediately, and most with significant amounts. We are expecting many great stories and savings to emerge - so why not play a part?
You can let us deal with the hard bits!
We can communicate directly with your clients on your behalf, so you just need to mention what is being offered, leaving your business to run normally.
The review is quite in depth and can take several hours per client back in the office, so we can handle this side as well. You will still benefit financially, but not as much as doing the work yourself. You are also free to tailor your charges to your clients as some will need a much greater amount of time than others.
Use the contact form below and we will send you information on joining us. Because this service is quite unique and the benefits huge, we think this will benefit any type of client you have - and will certainly benefit them!