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.
Agenda:
- 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.
