Improving Your Financial Future Pack

It is safe to say that as an adviser we are not likely to be in competition for the same client, so I am happy to help you improve your financial future, while you help your clients improve their financial future.

You may have already downloaded the simple Peace of Mind Questionnaire, which helps your clients prioritise their finances, and confidently puts protection (life/critical illness/income protection) at the top of the agenda for your clients.

Once you have used the Peace of Mind Questionnaire, you may want to take advantage of a number of other tools that Doug has made available. These tools will increase your life sales and you will comfortably have clients buying from you rather than you selling the cover to them.

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     UK/English                  Europe/English                 Europe/Dutch

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The Improving Your Financial Future Pack includes:-

Budget Planner – an invaluable tool to demonstrate the importance of life cover and income protection sent to your clients and returned before your meeting gives you a valuable insight to your clients’ finances.

Moving Plan – Two plans that show all the cost to anticipate when moving house, updated to show the latest Land Registry and Stamp Duty calculations, placing your fee for arranging the mortgage in with context with solicitors, surveyors, estate agents and lenders arrangement fees, meaning you can confidently charge fees for mortgages.

Email templates – A number of email templates to introduce your services, prepare your clients for the mortgage, and helps you look more professional.

Enquiry Form – Do you get a name and phone number, get in your car and shoot out to see a client, only to find that they do not fit your profile. Using this enquiry form you can gather together all the data you need to establish whether the client fits your profile. Used over the phone it helps create rapport before you have even met, saves time as you only go and see clients that will do business with you.

DB Financial Terms of business. We have taken a number of other advisers TOB’s and taken the best from them to create our own. We can send you a word document for your own use on request.

Task Trackers – A few examples of the processes we use to make the work we do easily repeatable. (Useful if you have administrators)

We honestly believe you will increase your business, so the pack comes with a 90 day 100% money back guarantee. If you have used the Peace of Mind Questionnaire, Budget Planner and the introductory emails, and do not find yourself increasing your sales, then we will refund your fee.

Does this represent good value, we believe so, and our users do too. For less than the gross initial commission on £30.00 life assurance policy you can download all of these resources.

     UK/English                  Europe/English                 Europe/Dutch

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