The Asset Protection Strategy
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What's in the box?
Two Day Comprehensive Training Course 2 day training course in Warwick, including Technical Sessions on Wills, Trusts, Lasting Powers of Attorney, Probate and Instruction taking. |
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Marketing Materials & Sales Aids We have a wealth of marketing materials and sales aids available online for you to download. |
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Client Brochure We have produced a client brochure to leave with your clients and PowerPoint and Keynote presentations to describe the strategy to them. |
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Bespoke Website We offer you your own Asset Protection Strategy website with your logo, company name and contact details - with all the information your clients could need. |
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Personalised Business Cards Your own personalised business cards with branding to compliment the client brochure and website. |
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Terms of Business Letter Terms of Business letter describing the Services provided by our legal services partner. |
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Technical Help Line Full technical help desk support from qualified S.T.E.P. advisers available from 9:00am to 5:00pm Monday to Friday. |
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Recommendations Given by Our Legal Services Partners Our legal services partners will produce bespoke recommendations based on the financial information provided by your clients. |
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PI Cover Provided Our legal services partners provide £2 million Professional Indemnity Cover. |
The cost to attend is £125 per day
Monthly Membership Fee £40
Next courses:
June 19th & 20th
July 17th & 18th
Click here to read recent testimonials about our training days
Why not pick up the phone or email us today to find out how The Asset Protection Strategy could fit into your business?
0800 634 7051 or email matthew@taps.ws