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Equity Release Council Document
Equity Release Council Document

Sales Support Templates

File size: 133 KB | Type: docx |

A useful range of templates you can use directly to contact/talk to your client base. Provided by Just Retirement they could help you grow and/or develop your business.

Equity Release Council Document
Equity Release Council Document

Customer Referrals

File size: 835 KB | Type: pdf |

Customer Referral resources by Pure Retirement

Equity Release Council Document
Equity Release Council Document

Marketing Support

File size: 848 KB | Type: pdf |

Marketing Support resources by Pure Retirement

Equity Release Council Document
Equity Release Council Document

3rd Party Client Declaration Form

File size: 33 KB | Type: pdf |

3rd Party Client Declaration Form – example doc by Viva Retirement Solutions

Equity Release Council Document
Equity Release Council Document

Porting Process

File size: 793 KB | Type: pdf |

Porting Process – example document by Pure Retirement

Equity Release Council Document
Equity Release Council Document

Customer Journey

File size: 100 KB | Type: pdf |

Customer Journey by Pure Retirement – example doc by Pure Retirement including following processes: Application to Offer and Offer to Completion

Equity Release Council Document
Equity Release Council Document

General Objection Handling

File size: 821 KB | Type: pdf |

General Objection Handling – example doc by Pure Retirement

Equity Release Council Document
Equity Release Council Document

Suitability Report

File size: 259 KB | Type: pdf |

Suitability Report by Age Partnership – example of sections of a suitability report, and not a report in its entirety

Equity Release Council Document
Equity Release Council Document

Key Facts Illustration

File size: 715 KB | Type: pdf |

Key Facts Illustration doc – example doc by Pure Retirement

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