Working With An Estate Planner
As a Mortgage Broker, is it important to you to have a referral agreement set up with a Will Writer for all your Estate Planning opportunities?
In this weeks episode of the Mortgage Broker Broadcast, Will Writer and Estate Planner, Jayne Kelly talks about the importance of working with an estate planner.
👉How to spot those referral opportunities.
👉Protecting Your Protection Sales And Limiting Clawbacks
👉The income that the relationship can bring.
Jayne talks about the process and service you're clients can expect from an estate planner and how she works with the mortgage brokers that refer to her.
I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk
The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry
#mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...
