The CII accredited webinar series allows you to keep updated on all things equity release, whilst earning valuable structured CPD points. You will be taken through everything from product features and lead generation to the online portal and pressing issues.

Enhanced lifetime mortgages

In this webinar, we take a look at the importance of asking clients health questions and the positive impact this can have on customer outcomes that go beyond just a ‘max cash’ loan. We also dispel some common myths and show you how easy it is to deliver an enhanced solution to your clients.

 

Inheritance protection and equity release

This webinar focuses on how clients can protect a percentage of their home's future value so that they can leave some as inheritance for their loved ones. We also discuss other ways equity release could benefit family members while the customer is still around to witness the positive effects their help could provide.

 

Modern lending features

In this webinar we look at some of the different lifetime mortgage features available in the market. This includes common market complaints and why more lenders are offering flexible features to support customers.

 

Lead generation

This webinar focuses on equipping independent advisers with marketing tools in order to generate leads. From email campaigns and social media to more traditional methods such as networking and branding, there are plenty of tips to help grow your equity release business.

 

fastpath demo – getting started

Amanda Day, the award-winning BDM, demonstrates how to get started on our online portal, fastpath, and create, amend and submit KFIs.

 

Spotting vulnerable customers

Stuart Wilson, channel marketing director at more 2 life, expert witness and mental capacity expert Tim Farmer, and technical solicitor at Equilaw Lucy Batten discuss equity release in regards to vulnerable customers.