Offer your clients a complimentary financial protection review in addition to your existing products and services.

We are interested in working with small to medium-sized businesses whose clients might be interested in assessing their financial protection needs, such as first-time buyers, new parents, people starting new jobs or going through other changes in their lives.

We recognise that in the current economic climate, the need for increased revenue is paramount to the success of all our businesses and where possible, is generated without further marketing spend. We’d like to discuss the prospect of teaming up to promote one another’s services in a way that benefits everyone involved.

How does it work?

In short, we’ll provide your consumers with gift certificates to redeem against your products and services in addition to a monthly commission upon completion of any business, if referred by you.

It’s important to note that all our partnership agreements are bespoke and designed around the needs of your business and clients. In addition, you’ll have complete control over the content of any marketing material, as well as the approach taken by our advisers and the products and policies we offer your clients, throughout the partnership.

At the end of each month, you’ll receive a management report compiling adviser activity, policies arranged, the revenue generated and the amount you will be paid at month end.

For more information on offering your consumers this innovative and exclusive service, call us today on 0113 895 0030. We look forward to hearing from you.