katey.field

About Katey Field

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So far Katey Field has created 563 blog entries.

Ben’s Compliance Bulletin: An update on everything!

By |2019-05-22T13:51:58+01:00May 20th, 2019|Compliance Updates|

Every day the BBC sends me an email entitled “Things you need to know today” which is mostly filled with things I neither need to know, nor do I particularly enjoy reading. For the most part they tell me that Brexit will/won’t go ahead, Theresa May will be going soon and that Donald Trump has [...]

The Right Mortgage Retirement Package

By |2019-04-01T14:28:05+01:00April 1st, 2019|Uncategorized|

Are you planning for your retirement but unsure what to do with your client book? We can help! With our retirement package, you can pass on your client book to us and on retirement, 75% of commission will be paid to you for existing business and 50% for new business. This provides peace of [...]

Ben’s Compliance Bulletin: Brexit Briefing

By |2019-03-26T10:44:39+00:00March 26th, 2019|Compliance Updates|

Britain’s EU leave date of 29th March has now been extended to 12th April after weeks of negotiations. By this date, it will be decided whether to leave the EU without a deal, whether to accept a lengthy delay involving holding European parliament elections or whether to cancel Brexit altogether. With this in mind, [...]

Spring into action workshops – March 2019

By |2019-03-12T10:50:44+00:00February 4th, 2019|Events|

We would like to invite you to our spring into action workshops, which will be taking place on Thursday 14th March in Birmingham and Thursday 21st March in Cardiff. We have challenged the presenters to pitch to you the reasons why their company adds value to you, our members, reviewing key areas such as [...]

OPTIMISER UNDERWRITING. QUICK INTELLIGENT UNDERWRITING –

By |2019-03-12T10:50:52+00:00January 10th, 2019|Uncategorized|

UNIQUELY AVAILABLE TO VITALITY CLIENTS. Traditionally, insurance premiums have been determined upfront, based on the risk known to the insurer. In 2013, VitalityLife changed this model in the UK when they launched Vitality Optimiser. Since then, they have launched a more advanced Optimiser, Wellness Optimiser. Now three out of every four new VitalityLife plans are [...]

Ben’s Compliance Bulletin: Be Diligent, Be Vigilant, Be Accurate

By |2019-03-12T10:50:52+00:00January 8th, 2019|Compliance Updates|

So, back to work, fully recharged and ready for 2019! Mind you, I wouldn’t mind being back on that cruise ship in the Caribbean enjoying the sunshine again. And it’s on that cruise ship that I would like to start my article today. If you have ever had the opportunity to stand on deck, [...]

Kick off workshops – January 2019

By |2019-03-12T10:51:01+00:00December 3rd, 2018|Events|

We are delighted to announce that our popular regional workshops are back with a bang! Our January Kick Off Workshops will focus on business development ideas and sales opportunities to help you keep in touch with your customers throughout 2019. They will be taking place on Thursday 17th January in Birmingham and Thursday 24th January in Newbury. Our Kick Off Workshops will: Get you energised [...]

Ben’s Compliance Bulletin: Renewals and Replacement

By |2019-03-12T10:51:06+00:00November 15th, 2018|Compliance Updates|

So as it turns out, I have had more than a little experience of renewals and replacement over the last few months; but that serves me right for buying a house which, it now turns out, is falling down. Oh if only I could post some pictures of the surprises that I have seen! One [...]

Fully protected with VitalityLife’s brand new Mortgage Plan

By |2019-03-12T10:51:12+00:00November 5th, 2018|Uncategorized|

“VitalityLife’s new, simple yet comprehensive Mortgage Plan means your clients have one less thing to worry about when they buy their new home,”says Andy Philo, Director of IFA Distribution at Vitality. “Fewer choices, comprehensive cover and intelligent Optimiser Underwriting means your clients and their family can be fully covered in minutes. With the added benefits [...]

The Right Mortgage and Protection Network

St Johns Court , 70 St Johns Close, Knowle, West Midlands, B93 0NH

Phone: 01564 732 749

Using a Satnav? Please use postcode: B93 0NN to locate the office when visiting.

Testimonials

Like the friendly can do approach, keep it up!
Michael McGuiness, Adviser
My experience with TRM so far has been excellent I can’t tell you how much you guys have lifted me since March. The positive approach shown by everyone to get the business on and to get the commission paid is up lifting. What a breath of fresh air, great Network and fantastic positive attitude.
Andrew Smith, Adviser
You are a wake up call to this market and a revelation compared to my previous network.
David Levy, Adviser
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