COVID19 – Equity release advice update
24 March 2020 - 01:06 PM
COVID19 – Equity release advice update - Same expert advice, now over the phone
Despite the changes that households now face daily we understand that many clients still wish to seek advice regarding their financial options.
With this in mind, we wanted to keep you informed of the steps we are taking here to ensure we continue to deliver the service you expect whilst doing what is right for your clients.
The same expert equity release advice, now available over the phone
For everyone’s peace of mind during this period, your clients will receive all equity release advice from our specialist advisers over the phone.
They’ll still receive the same standard of tailored advice and support, so they don’t need to put their financial planning on hold.
If you have clients who have already been referred to us
Our advisers will let your clients know about the changes to our advice process and provide reassurance that we’ll still be able to help them explore if equity release is right for them and, if it is, find them the plan that best suits their needs.
Can your client’s home help them with their financial needs?
There will be clients aged 55 and over, who at this critical time, are looking into their financial options. We can help them explore how their home can help fund their needs.
A good idea is to use your CRM system to see if any of your clients aged 55 and over might:
If you have any questions, our team is on-hand to help.
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Despite the changes that households now face daily we understand that many clients still wish to seek advice regarding their financial options.
With this in mind, we wanted to keep you informed of the steps we are taking here to ensure we continue to deliver the service you expect whilst doing what is right for your clients.
The same expert equity release advice, now available over the phone
For everyone’s peace of mind during this period, your clients will receive all equity release advice from our specialist advisers over the phone.
They’ll still receive the same standard of tailored advice and support, so they don’t need to put their financial planning on hold.
If you have clients who have already been referred to us
Our advisers will let your clients know about the changes to our advice process and provide reassurance that we’ll still be able to help them explore if equity release is right for them and, if it is, find them the plan that best suits their needs.
Can your client’s home help them with their financial needs?
There will be clients aged 55 and over, who at this critical time, are looking into their financial options. We can help them explore how their home can help fund their needs.
A good idea is to use your CRM system to see if any of your clients aged 55 and over might:
- want to help their family get through uncertainty over a drop in income
- have debt, struggling to meet monthly payments
- be looking to pay for in-home care
- need a boost to their own income
If you have any questions, our team is on-hand to help.