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Designed to help you unlock more opportunities, this toolkit brings together practical resources and clear guidance to support you in building stronger, more trusted referral relationships.
Below, you’ll find a suite of outreach templates and helpful documents that make it easier to start new conversations, engage introducers and create consistent referral routes into your business.
Use this handout with your introducers to dispel some of the myths about equity release that advisers from other sectors may have. Personalise this handout with your own logo and contact info to use with your growing referral network.
Mythbuster guide - PDF
Mythbuster guide - Word
Introduce equity release to non-specialist advisers to help them gain a better understanding of the concept. You can personalise this with your own logo and contact info to use with your referral network.
Intro to equity release - PDF
Intro to equity release - Word
We've developed this guide in partnership with Ian Hughes, Head of Lifetime Mortgages, Y3S. Ian has over 20 years experience and offers a practical guide on how to build and nuture introducer relationships in the later life lending market, including what you should research before picking up the phone, how the customer should always be the centre of the conversation and why consistency is key.
Become the go-to specialist
Download our Niche to Norm presentation, created to help equity release advisers show potential introducers why later life lending should no longer be seen as a niche solution, but as an increasingly important part of mainstream advice. This customisable deck includes practical examples and case studies, and can be tailored with your own branding and contact details.
Please ensure this material is reviewed and approved by your own internal compliance team before use.
Download here
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Get the most from our toolkits
We've put together 5 tips for using the letter, emails and social media marketing so you can make more from our Growth Toolkits.
5 Direct Mail Letter marketing tips
5 Email marketing tips
5 Social Media marketing tips
This is Part A, follow up with Direct Mail Letter
Our templates make it easy to connect with prospective contacts and follow up with existing ones, helping you optimise your marketing activity.
Download the Email template
This is Part B to follow up after the Email
This customisable letter has been created to send out along with the flyer allowing you to add in your logo, contact information and website address (if you have one).
Download the Direct Mail Letter here
Your personalised introduction
This personalised flyer is a great way to introduce yourself and provide your target audience with information about you and the services you offer.
Download Referral Flyer here
This is Part A, follow up with the emails
This customisable letter has been created to send out along with the flyer allowing you to add in your logo, contact information and website address (if you have one).
Download the Letter here
This is Part B as a follow up to the letter
Our templates make it easy to connect with new contacts and follow up with existing ones, helping you build steady referral momentum.
Referral Follow-up emails
Download the Referral email header