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Advertisement by The Asset Protection Strategy |
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Wills & Trusts – An exciting additional income stream to your business |
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Hello,
My name is Matthew Mitchell, Director of The Asset Protection Strategy. Over the next few weeks I will be giving you an insight into why we believe that by offering an Estate Planning service to your clients will not only add an additional income stream but strengthen your relationship with your clients. |
Now that everyone is back from holidays things are starting to get back to normal and it’s very easy to settle back into our old ways of doing things and selling what we have always sold in the way we have always sold it.
At The Asset Protection Strategy we believe strongly that everyone should have a Will although 2/3rds of the country are still to get it sorted out – what a great opportunity to add an additional income stream to your business.
Think about it, you have to ask the question as part of your fact find question and the client is either going to say ‘Yes I have a Will‘ or ‘No I don’t have a Will’ so for the clients that don’t have a Will ask if they would like you to arrange one for them as part of your new business offering or maybe their Will is out of date and needs reviewing – Opportunity – Opportunity.
We talk to people every day about Asset Protection and by this we mean how clients can protect their assets by using Wills & Trusts. We have created a series of cartoons that our brokers use when speaking to their clients to illustrate the potential risks of not having a plan in place. Over the next few weeks we will be giving you a sneak preview of the cartoons, you can watch the first of 6 below... |
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If you would like to find out how you can become a member of The Asset Protection Strategy and join the 350 brokers who are already benefiting from our service please get in touch by calling 0800 634 7051 or emailing Matthew@taps.ws |
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