Strengthening your product offering

At BTWC we understand the importance of your clients to your business and that you need to be sure you are providing products and service that work to regulatory standards and deliver the right solution in a timely and efficient manner.

You may be a Financial Adviser, Mortgage Adviser or Accountant looking to compliment your services with an additional product offering. Or perhaps you are an establised Estate Planning Consultant looking for a new legal services provider to become your back office support in producing your documentation to enable you to focus on taking care of your clients.

Business growth opportunities

From the very beginning we work with you to ensure you have all the support and training you may require as well as the resources to enable you to quickly provide a new estate planning service.

The client remains yours at every stage but we will help ensure a smooth process all the way through.

Estate Planning and Will Writing can create immediate opportunities within your existing client base, give you a reason to re-establish contact with clients and create wide cross-sell opportunities.

Once you join with us we will help you identify the opportunities and how to create new ones to support valuable growth and income streams.

Products that will be available for your portfolio include:

  • Simple & Complex Wills
  • Lasting Powers of Attorney
  • Specialist Will Trusts such as protective Trusts for your property
  • Asset Protection Trusts
  • Estate Administration & Probate Services
  • Guaranteed Funeral Planning
  • Advice for Business Owners
  • Co-habitee planning
  • Annual Document Safe Custody

What you will get as a BTWC Associate:

 

  • Full product training available
  • Direct access to a member of the BTWC team
  • Ongoing technical support
  • Product guides and resources
  • Educational tools
  • Continued Professional Development via workships, courses and member events
  • Marketing material
  • Full access to the BTWC Member Zone
  • PI Insurance up to £2m per document
  • Unlimited earnings
  • Work with a trusted and long established brand

You just need to ask the questions and complete the instruction form – we will do the rest!

Become a BTWC Associate - call 01522 500823 to discuss further or email enquiries@btwc.co.uk

Sign up online to become a BTWC Member today!

Request our free Will Writing Guide

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