Have you heard about our formidable four features to help protect your clients no matter what events may occur during their lifetime, ie:
- Fixed ERCs – simple and clear to understand, and give certainty.
- 3 year ERC free period after first death or going into care on a permanent basis – make joint life clients feel secure as at a time of great stress, the pressure is off if they want to take time and reconsider their ER Plan at this time.
- Downsize Protection – protects clients who wish to move outside our lending criteria after 5 years of having the Plan; they can end the Plan with no ERC.
- Guaranteed Inheritance Protection – 53% of Advisers who we recently surveyed said that Inheritance Protection was important to their clients – ours comes at no additional cost and we don’t reduce the ability to borrow just because you want to protect the estate.
This impressive combination of features come as standard on our Capital Choice and Maxi Choice Plans and can help reduce client concern and increase confidence regarding their ER decision. ……in an increasingly innovative and dynamic market, call Amanda Day on 07393463169 if you want to discuss further.
