Reasons to Partner with EPFI?
Offer a Full Service
EPFI Completes the service to your client. Trust us – your clients’ will thank you for it.
One Stop Shop
Keeps out the competition – don’t let your clients go elsewhere. EPFI identifies new sales opportunities.
Customer Loyalty
EPFI promotes customer loyalty – you’re the one who was wise enough to ensure they made a Will.
More Referrals
EPFI opens up the opportunity for referrals – executors, beneficiaries, guardians etc.
Customer Retention
Clients will come back to you for revision if they have a life changing event – opportunity for a financial services review.
No PI Issues
As a member of the Society of Will Writers. Benefit from PI insurance up to £2.5 million. No PI issues for you.
Customer Wishes
Without a Will your clients’ estate could end up in the wrong hands. Nobody regrets making a Will, millions regret not!
Here To Help
We provide you with all the support you need. Call our help line on 0333 320 8734 if you get stuck or have questions.
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you partner
with EPFI?
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.
