How It Works
“Financial Advice” can be vague. Read on to learn about:
- Our whole process, from contact to benefits
- All Estate Planning Products & Steps
- Exact Client Example Stats / Data
and gain a great insight into how exactly IQEP works and what we’ll offer your clients.
No additional work required—greater value for your clients & income leaks patched!
How Does It All Work?
Here's what we do for you in black & white:
- We provide a legal Introducers Agreement – protecting and outlining services and processes for both parties.
- 100% of your introduced Will clients will receive a free advice service. As a Partner introduced client the client benefits from a free consultation and advice process which normally costs between £199 - £325.00 per hour.
- We conduct a review in line with the Will Writing by telephone prior to completion of the Will.
- We take the legal responsibility, no forward liability for you.
- You receive another revenue line each month with full transparency in a monthly report.
Ready to earn more for no extra work?
It's fast, free and very easy!
Not ready yet?
Read On to Learn More...
Our whole process in simple steps
Will Referral from you
IQ EP data capture link sent to the client
Client signs the initial terms of business via the online platform and uploads IDs
Client receives quotation of costs and finance options up to 60 months to fund work outside of the Will
Will instruction taken relevant products explained and advised. Will draft sent to client
If Estate Planning is required a telephone appointment is scheduled with an IQ EP consultant
Client receives Will drafts for approval and a recommendation for additional Trust work if required outside of a basic Will
Client approval of draft documents
Documents dispatched via signed for Royal Mail Introducer fee released
And that's it! Your client now gets added benefits, you haven't had to do any extra work, and you secure revenue that'd have been lost otherwise!
How does it stack up?
Exact Client Example Data
- Your clients can fund £500 of Estate planning costing £2.90 per week / £11.63 per month
- If the client has a change of circumstances, they would normally want to update their Will. We refer any other advice back to you creating client retention and further earnings
- Examples of change of circumstance; Marriage - Divorce - Births
Our Estate Planning Explained
