Monday, 4 November 2013

Introducer Support - how I add value

Followers of my blog and the introducers I currently work with rely on my support to assist them in advising on private medical insurance for their clients.

Why would an IFA refer business to a specialist intermediary like myself in the first place ?

Expert Advice in a technical area
Increased range of support for client 
Develop a new area of business
No effort to expend
Marketing opportunities and material
An additional income stream

In short, my aim to is to offer my introducers a holistic service covering all aspects of prospecting for, marketing to and then advising clients on individual and corporate health insurance products.

For assistance with any of the above - if you're an IFA, accountant or other professional adviser - get in touch to discuss how my practice might be of assistance.   

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