Archive for Month: June 2019
WILL WRITING, ESTATE PLANNING & LPA DRAFTING – ESTATE PLANNING FOUNDATION COURSE
More knowledge provides more opportunities to grow the business. By understanding more about each service/products allows me to maximise the sale to each customer.
Stephen Carpentor | Independent Finance Network
The Will Clarity Package
I can offer a better service with a fairly unique offering thanks to the package. I also believe it will reduce potential future claims for myself and the client. I believe it is a strong selling point as many clients are putting off making Wills because of worries of how it will be handled on their death.
Sally Herdman Services | Sally Corena Gudrun Herdman
WILL WRITING, ESTATE PLANNING & LPA DRAFTING – ESTATE PLANNING FOUNDATION COURSE
Very well presented and a great width and breadth of knowledge. Looking forward to using the new knowledge and skills.
Darren Waterhouse | Guardian Wills & Estate Planning
WILL WRITING, ESTATE PLANNING & LPA DRAFTING – ESTATE PLANNING FOUNDATION COURSE
Excellent two days. Very robust products and services. Looking forward to getting started working with Countrywide.
Jan Cook | Jan Cook Wills and Trusts
THE WILL CLARITY PACKAGE
The Will Clarity is an excellent document that gives additional peace of mind to clients & advisers. Clients see this as very positive. They can see we are trying to stop future issue from occurring.
Bright Estate Planning | Nick Johal
Unique one-off seminar – A guide to Claims on the Estate…. In Life and Death
A better understanding of Trusts and therefore more accurate recommendations!
Rugby Wills | Chris Bell
Unique one-off seminar – A guide to Claims on the Estate…. In Life and Death
Engaging, great speakers with excellent knowledge base – one can learn a lot!
Dornworth Management Limited | Paul Hassall
