• November 28, 2023

Estate Planning: How to maximise the potential of you client base

13jan10:00 am11:00 amEstate Planning: How to maximise the potential of you client base

Event Details

Superhero Webinar 97! Interested in training for a recession proof skill? Estate planning income has proved very resilient over the years to economic downturn. Join our free webinar to find our more about:

– Introducing a faster more efficient more accurate way of producing simple wills for your client base

– why all life policies should be held in some form of trust including ‘mortgage cover’

– How CTT Group can make estate planning a simple add on to your business

– In time of rising interest rates, how to anticipate the demand for clients’ interest in having wills and LPAs in place.

– Joint equity release with further drawdown when one client has lost capacity? It might be a no no without LPAs in place!

Booking Link for Friday 13th Jan 2023 https://countrywidegroup-co-uk.zoom.us/webinar/register/8916679103528/WN_gqMHtQoGQ56ntznB3F74KA

Booking link for Monday 16th Jan 2023 https://countrywidegroup-co-uk.zoom.us/webinar/register/8416679109745/WN_18yYP7KsTA-4cuPLIvsyGw

Time: 10:00 – 11:00



(Friday) 10:00 am - 11:00 am

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