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Estate Planning: How to maximise the potential of your client base


Interested in training for a recession proof skill? Estate planning income has proved very resilient over the years to economic downturn we explain why and how to increase your income and provide a valuable service to your clients and their families.



  • Introducing a faster, more efficient and more accurate way of producing simple wills for your client base
  • Looking at why all policies should be held in some form of trust including ‘mortgage cover’
  • Joint equity release with further drawdown when one client has lost capacity? It might be a no no without LPAs in place.
  • How CTT Group can make Estate Planning a simple add on to your business
  • In time of rising interest rates, how to anticipate the demand for client’s  interest in having wills and LPAs in place.

Join us on Zoom on Friday 13th January

13th January – Book now

Join us on Zoom on Monday 16th January

16th January- Book now

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