As usual, there has been a lot going on, so here’s your summary of all recent more2life news!
Along with a 5* win, there’s a marketing masterclass webinar, an underwriting update from Martin Heppenstall, Chief Underwriter, and more.
- Yesterday evening, it was announced that advisers voted for us as a 5* service provider for the sixth year in a row in the Financial Adviser Service Awards! We are over the moon, but most of all, proud to offer you 5* service so that you can better support your clients, and humbled for your continued support.
- Following on from the Later Life Lending Symposiums this September, financial services marketing expert Phil Calvert will be hosting a free webinar, Marketing must-haves for financial advisers in 2020 and beyond. The webinar will cover topics such as building your brand online, creating a social media strategy, targeting clients, building prospects and more. You can book online here.
- Martin Heppenstall, Chief Underwriter at more2life, informed us that 80% of all referred cases in 2019 have been accepted. Remember, if you’re dealing with a complex case, contact our support team and they will work with our underwriters to get you a ‘yes’. We’ve also updated our guide to lending criteria, and there’s a lending criteria tool on the way, so watch this space…
