WILLS: Why Your Clients Need Them & How They Can Bring You More Revenue

07 April 2016 6252 Views

The most common reason people give for not writing a will is that they “haven’t got around to it yet”. Sound familiar? Then your clients may be among the 53% of adults in the United Kingdom who have never written a will. This means that the ones they treasure most may not receive any of their belongings.

It is a common misconception for clients to assume that their family members will automatically be given their belongings without a will, but don’t let them be fooled! Take a look at these unwanted but very much possible scenarios:

•          If they are not married, their partner will not receive a single thing. 

•          If they have children from a previous relationship, there is a chance that they too may not receive any of their assets.

•          Ex partners could make a claim on their estate.

•          Children under 18 may be taken into care while the courts decide who looks after them. 

To avoid this happening, we have introduced our new service agent tracker wills: the quick & simple will writing service. We understand how easy it is to put off something until the tomorrow that never comes, so why not use this to your advantage and encourage your clients to write their will today? Not only will you gain the pleasure of safeguarding the future of a family, but you could also earn generous commissions in the meantime!

How?

Just 3 simple steps! All you need to do is:

1. Give us your client’s details over the phone or via our online instruction sheet

2. We write their will & post it to them

3. They sign your will

What does it include?

• Set out your properties & possessions

• Choose your beneficiaries

• Appoint an executor who you trust to carry out the wishes of your will the way you want

• Appoint a guardian for your children & pets

• Choose your trustees

• Specify any charities or people that you wish to leave a gift to

Benefits to you?

Receive £50 each time you refer a client to write a will with us!

GUARD YOUR CLIENT’S FUTURE.  GUARD YOUR REVENUE.

For more information visit the link available here.