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Advertisement by The Asset Protection Strategy |
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Using Wills as a 'door opener' |
With all of the changes that are happening in the word of financial services we at TAPS are getting more and more calls from brokers wishing to add Wills & Estate Planning to the products and services they can offer their clients - after all everyone knows they need one they just don't know who to ask. |
As their adviser you are best placed to help them as you already have their trust and respect and so you don't have to overcome those hurdles.
Offering a Will service to your clients is a great way of getting back in touch and with an average commission of £850.00 it's definitely worth looking at in more detail. Click here to find out how we might help:
If you would like to become a member our next training will be held on 23rd & 24th September at the Holiday Inn Heathrow.
Cost to attend £250.00.
For further information please call 01252 783772 or alternatively email matthew@taps.ws
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Matthew Mitchell Managing Director
Call me: 01252 783772
Email me
View my website
Pembroke House Farnham Surrey GU10 1LG
"Matthew's passion and commitment for his business, along with his 'nothing is too much trouble' attitude has given me every confidence in transacting business with The Asset Protection Strategy.
I would happily recommend Matthew to colleagues and fellow professionals as both Matthew and TAPS have added substantial value to my business and increased the scope of my client offering."
Samuel Gee
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Registered Office, Fifth Floor, Kingmaker House Station Road, New Barnet, Hertfordshire EN5 1NZ United Kingdom
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