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Life, the Universe, and (almost Everything) Equity Release!
Time and date:
11 February 2016
8.30 AM to 11 February 2016
10.00 AM
Location: Cedar Court Hotel Denby Dale Road Calder Grove WAKEFIELD West Yorkshire WF4 3QZ
Organiser: ifs University College
Website: Click here
ollowing many years of being locked away in a dusty cupboard marked 'break open in an emergency', equity release has finally emerged from the shadows to become a genuine product of first choice for many.
The rapid growth that the market is enjoying looks set to continue, thanks to a generation of property owning baby-boomers determined to enjoy their leisure years, being met by a raft of new funders and providers competing for their custom.
In a session presented by Simon Chalk (Technical Manager of Equity Release at Age Partnership and Adviser Representative on the Equity Release Council's Standards Board) and with a nod to Kipling's Six Honest Serving Men poem, you will learn;
The rapid growth that the market is enjoying looks set to continue, thanks to a generation of property owning baby-boomers determined to enjoy their leisure years, being met by a raft of new funders and providers competing for their custom.
In a session presented by Simon Chalk (Technical Manager of Equity Release at Age Partnership and Adviser Representative on the Equity Release Council's Standards Board) and with a nod to Kipling's Six Honest Serving Men poem, you will learn;
- What a modern equity release client looks like
- Why equity release should be considered in every client scenario
- When to introduce equity release into a client discussion
- How to write profitable business
- Where the opportunities lie in your own client bank
- Who to turn to for support
Speaker(s): Simon Chalk, Technical Manager, Equity Release for Age Partnership
Simon Chalk - Technical Manager of Equity Release at Age Partnership handles Public Relations and Public Affairs, as well as advising clients personally; as a believer that to preach, you also need to practise!
A winner of 4 national awards for equity release advice and a finalist twice more, Simon is widely regarded as one of the leading experts in his field. He is putting his broad knowledge and experience of the industry to good use, by currently serving for a second year as Adviser Representative on the Standards Board of the Equity Release Council.
A winner of 4 national awards for equity release advice and a finalist twice more, Simon is widely regarded as one of the leading experts in his field. He is putting his broad knowledge and experience of the industry to good use, by currently serving for a second year as Adviser Representative on the Standards Board of the Equity Release Council.
Price
Free for Institute of Financial Services members and ifs University CollegeProfessional Higher Education students.
£7.50 forifs University College alumni and Financial Regulatory students.
£15.00 for others
£7.50 forifs University College alumni and Financial Regulatory students.
£15.00 for others
