EPFI Pair of Hands
You know your clients need Wills but how can you provide that service without detracting from your main business…?
For one thing, you might feel you have to become an expert in Estate Planning.
You also have to find the time to meet with your clients to take instructions.
Plus, there’s the challenge of all that extra paperwork.
All this means that your clients are left without the protection they need to make sure all your good work does not go to waste.
Fortunately, there’s a better way…
Introducing Estate Planning For Intermediaries.
We can provide you with an extra pair of hands to see to your clients’ estate planning needs…so you can relax, knowing you’ve left Will Writing, arranging Powers of Attorney and organising Trusts to the experts.
Estate Planning For Intermediaries (EPFI) have experienced consultants who can deal with your clients professionally leaving you to get on with what you specialise in – and they will generate extra income at no cost or risk to you .
Our Estate Planners can also open up other financial services avenues that your client never even knew they needed.
And you’ll reinforce the loyalty of your clients. Once they have done a Will through you, they will never go anywhere else and you will close the doors to the competition..
But perhaps the best thing of all is that all this comes at no additional overhead to you. EPFI will give you an extra profit centre at no cost and with no financial risk.
To learn how Estate Planning For Intermediaries can round off your client offering and increase your income, call us today on 01786 406420.
Interested in becoming a Partner?
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We look forward to hearing about your business, and discovering how we can help you and your clients.
