We work with over 500 mortgage and protection brokers across the UK to help them offer their clients a Will and Estate Planning service.
Option A – Join us as an adviser and complete the business yourself
Option B – Refer and earn for Wills and Lasting Powers of Attorney (LPAs)
Benefits to your business
1. Earn additional income
2. Grow your client bank
Every Will needs an Executor and 2 independent witnesses, offering you at least 3 additional potential clients per sale.
3. Re-contact your clients
70% of people do not have a Will. Offering a Will service is the perfect reason to re-contact your client bank.
4. Open the door to further financial business
Our simple fact find has been designed to open up a whole range of sales opportunities.
Areas of expertise
Lasting Powers of Attorney
Refer and earn
Wills – Earn £100
LPAs – Earn £400
Our Simple Referral Process
- Complete 1 page referral form
- We take your client’s details over the phone
- We post documents to your clients
- You visit your clients to help them sign
- We check the LPAs are signed & dated correctly
Get in touch
For more information about The Right Will and Estate planning, get in touch with their team
T: 01564 732 740