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Property wealth

Property wealth

Equity release qualified advisers
Referrals toolkit

Qualified toolkit

Use our toolkit to help generate more equity release business by setting up referral deals with selected partners.

referrals guideYour guide to successful referralsFind out who to partner with and how to do it

email templatesEmail and letter templatesGet in touch with potential referrals partners

presentation templatesPresentation templatesFor meetings with potential referrals partners

identify customerIdentifying the customerSix customer profiles

Advisers not qualified in equity release
Referrals toolkit

 Non qualified graphic

Not yet qualified in equity release?
Our toolkit will help you play your part in the market.

refer or get qualifiedRefer or get qualified Decide which option is best for you

referrals best practiceReferrals best practice Your complete guide to referring business

find referrals partnerFind a referrals partnerSearch for a qualified adviser in your area

identify customerIdentifying the customerSix customer profiles

For more information on equity release referrals and to discuss how you can make the most of this opportunity call our team on:

0800 015 4909

For additional support materials to help grow your equity release business, see our equity release giveaways

Equity release giveaways 

Roger Marsden"Whether you write business or refer it, don't ignore this huge opportunity"


Find out more

Click to download the 2016 Real Retirement Report

Contact us

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PF011253 04/2017