Marketing toolkit
We've produced a free marketing toolkit to help you effectively contact your existing clients on equity release.
What is the marketing toolkit?
We want to help you make the most of equity release. That’s why we have produced a marketing toolkit for you to help you effectively contact your clients and professional contacts about equity release. The toolkit contains a set on marketing resources to help you increase the volume of equity release business you write. We’ve done the hard work for you, allowing you to concentrate on selling the product.
Need help?
Our team will be happy to talk you through how to get the best out of the toolkit or assist you with your first few quotes or provide equity release training. So, if you need any help, please don’t hesitate to get in touch. If you’d like to order a toolkit, please contact Georgina Oxton by email or telephone on 01462 446821 / 07501 224714. She will also be able to put you in touch with your LV= account manager.
A suite of direct mail letters, tailored to your target customers and professional connections, designed to encourage them to request a financial review or to attend a seminar.
Professional connections
Real-life situations where our equity release plans have helped our customers get more out of retirement.
Making it easy for you to extract information on LV= and our equity release for your reasons why letter.
For you to display in your shop front with the facility to add your company logo (If you’d like any assistance with producing a poster please call Georgina Oxton on 01462 446821).
An impartial guide to equity release for older homeowners and their families.
Presentations are prepared in Microsoft Powerpoint 2003.
To save presentations to your computer, you can right click the links above and choose "Save Target As".