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Upon becoming a CTT Group Member, you will gain access to our Marketing team who can rebrand all of our documents to be bespoke to you and your business.

A range of marketing materials

Our expansive range of marketing materials includes; adverts, brochures, banners, letters, information sheets, marketing letters and exhibition material. All of these are either available for you to download and print unbranded, or our Marketing team can rebrand any selection of them with your company logo, colours and details. We can also personalise business cards, letterheads, compliment slips and corporate folders to your brand guidelines.

If you want keep up to date with current issues, we write regular topical articles which provide a wealth of information on a variety of subjects. These could be reposted onto your own website and socials, benefiting both you and your clients.

Being a CTT Group member also gives you the option to have your own individual Will and Estate Planning website built by us. This would again, be using your company logo and colours allowing you to establish as a recognisable brand and reach further clients.

Your own branded website

One of the things you’ll need to consider when setting up your new Estate Planning business is your website. We can save you the expense and hassle of paying for, writing and designing your website by providing you with a fully uniquely branded one at just a fraction of the traditional cost. Our Marketing team will build your site, wait for your approval and then work with you to get it live for exactly when you need it.

Why use our website service?

  • Professional – Your business will look more professional to current and prospective clients
  • Responsive – The site will be fully responsive on all devices and work perfectly on all laptops, tablets and mobiles
  • Up to date – We ensure the content is kept fully up to date with current legislation
  • Tailored to you – There are many colour styles to choose from and we will match the design to your existing company colours and logo
  • Promote your business – Launch your website in days using our professional content and a bespoke about us page
  • Social Media – You can link your website with all of your social media platforms

‘Key Features & Benefits’ Sheets and ‘Client Support Information’ Sheets

Invaluable at the point of sale, many of our associates have fed back that they hold both our ‘Key Features & Benefits’ sheets and our ‘Client Support Information’ sheets in high regard.

Sometimes Estate Planning products and services require a slightly more detailed explanation, our information sheets can fill in all the gaps for you.

Our series of ‘Key Features & Benefits’ Sheets and ‘Client Support Information’ Sheets cover all client scenarios, dependent on their marital status and value of their assets, to assist you at the point of sale.

Explain and cement your estate planning recommendations

Many of our advisers like to leave a copy of the appropriate sheets with their client, to help cement the planning and provide the client and their family with a clear understanding of how the planning will work. With this in mind, you have the option to have all the information sheets branded with your company logo and details:

  • Powers of Attorney
  • Death Planning: Will with Distribution to Pilot Trusts
  • Trusts within the Will
  • Care
  • Lifetime Planning
  • Shareholder Protection and Cross Options
Example ‘Key Features & Benefits’ Sheets
Go to CTT Group Membership Offering