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| A + B = £ |
As the summer holidays have come to an end and kids back at school we thought it would be a good time to share something with you.
There are 16 business writing weeks remaining in 2012 so there is more than enough time to hit our targets before the bell chimes at the end of the year and here's one way of writing business you might want to consider:
Ask your clients the following series of questions:
Mr client do you have a Will?
No.
Do you want one?
We've been meaning to do one for ages and now we have children it's more important than ever, yes please.
Once you are taking their Will instruction make the following statement:
I assume you are not going to give your children to the guardians without any financial support, so I have prepared a quote for family income benefit that will provide your guardians with an income until your children reach age 21. |
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Based on what we know from years of experience the maths work out as follows:
A: Income from Will = £250.00
B: £25 per month average family income benefit premium = £550.00
C: £750.00
Now image if you were able to find people in your client bank that matched the following criteria:
Clients with dependent children who haven't made a Will. Once you have this list imagine the additional income you could generate in the remaining weeks of 2012 even if you managed 1 per week.
£750.00 x 16 = £12,000
At The Asset Protection Strategy we help you add a Wills & Trust service to your existing client proposition, by asking the very simple question 'Do you have a Will' opens many doors and creates amazing opportunities not only from additional life and investments sales but to gain new clients through referrals to Guardians, Trustee's & Executors.
Why not join us on our next training days 18th & 19th September, the course is held in Kenilworth and the cost to attend is £250.00. We’ve only a few places remaining so make sure you book early!
All PI, advice & recommendations are provided by our legal services partners who are members of S.T.E.P.
To book your place please call 01252 783772
Alternatively,
If you wish to receive our information pack please email matthew@taps.ws
I look forward to seeing you.
Matthew
Managing Director
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T: 01252 783772
M: 07889 731929
www.TheAssetProtectionStrategy.co.uk
Postal Address: PO Box 316, Farnham, Surrey GU10 1BR |
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