Whether you are a Bank, Building Society, IFA network or an IFA working on your own, we have an earning opportunity that can be tailored to suit your organisation.
Why become an introducer?
By working in partnership with EPS, you can offer a professional, ethical and competent Estate Planning and Will Writing service for the benefit of your clients, which is entirely complementary to your own services. In fact, it can be an integral part of what you offer.
Naturally, we pay you a share of any fee that we receive from the clients that you introduce as well as helping you to identify new opportunities for tax and investment planning. What’s more, by making our services an integral part of your own, we are confident that you will find a whole new source of referrals to other clients who have the same needs.
As well as the potential to earn commission and identify new opportunities, client retention will be improved by you improving your service offering. If you’re not talking to your clients about Wills and preserving their wealth for their loved ones, who is?
How we work with Introducers
We make working with EPS as easy and straightforward as possible. We will keep you fully informed throughout the whole process. We are aware that we are dealing first and foremost with your client.
Once you refer your client to EPS, one of our qualified estate planning consultants will take the client's instructions and we will handle the introduction from start to finish.
Our aim is to develop a long-term relationship with you and your Clients and to provide a thoroughly professional level of service and support to you and your Clients.
To contact us to discuss how we can work together please click here or call us FREE on 0800 781 6658.
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