Last month, before Lockdown, I spoke with my friend Chris Worth who is an expert in Wills and Powers of Attorney. We spoke about how mortgage advisers should talk about this topic area with clients and either refer or instigate these products themselves. Chris tells you how you can do this yourself to add to your income stream during 2020. It's 20 minutes and very helpful.
Written by Paul Archer
Paul Archer is a financial services specialist. He has worked with clients in the UK and worldwide in developing their knowledge and skills. He has worked with companies in the UK, USA, Europe, Middle East, India and the Far East sharing best practice from the UK – arguably the most developed and most competitive services sector in the world. He has 35 years of business experience, working with banks, building societies, insurers and brokers. For the last 19 years, he has managed his own training business. Level 4 qualified and holds the mortgage adviser certificates and speaks regularly for the Society of Mortgage Professionals on mortgage-related sales and technical topics and works regularly for the Chartered Insurance Institute delivering technical and skills workshops.
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