Adding an additional product to your portfolio can offer a great opportunity to get in touch with your clients and for you to strengthen your offering. Becoming a Golden Charter intermediary allows you to help your clients plan ahead for the future and there are benefits for you and your business, too.
Below are some comments from our intermediaries about working with us:
“Being an insurance and protection specialist I was initially a little wary as to how Golden Charter Funeral Plans would be any more beneficial for my clients than the options my existing providers could deliver.
However, always open to new ideas and ways to help my clients, I met with my Regional Account Manager and listened to their proposition and how many people plan for potential events in life such as inheritance tax and retirement planning but few people make provisions for the eventuality that is death.
With a varied choice of plans available with payment methods to suit most budgets, I have now started talking to my clients about this on a regular basis and have sold around 20 plans in a little over 9 months simply by having the discussions with my clients.”
Marc Broad – Avondale Associates
“Just wanted to say thank you for helping me with the introduction of Golden Charter Funeral Plans into my work plan. I have found it has been a great success with my clients who like myself didn’t understand the importance of planning ahead. Your knowledge, that you have passed on to me has been a great help and the fact that I have complete confidence in Golden Charter as a company has increased my sales in this area.”
Jill Fullegar – Just Wills and Legal Services
