Bridgewater Equity Release has launched a series of sales aids for advisers entitled, ‘Just a thought…’
The ‘Just a thought…’ series of aids are designed to provide advisers with information on situations where equity release may be a credible solution to a client’s needs. The first three cover the following areas:
* ‘Using equity release to finance divorce.’
* ‘Using equity release to repay a mortgage.’
* ‘Using equity release to fund a house purchase.’
Each aid provides background information, statistics and a relevant client case study on the situation to help non-specialist advisers see opportunities for using equity release with their clients.
Bridgewater hope the aids will also be used by specialist advisers with their introducer contacts in order to help them explore the potential equity release angle and to ensure they do not overlook the potential opportunity for clients who may have little or no knowledge of the products.
All Bridgewater sales aids can be downloaded from the adviser resource centre on its website.
Peter Welch, head of sales and distribution at Bridgewater Equity Release, said: “These ‘Just a thought…’ sales aids are essentially adviser aide memoires – quick bites of information covering a variety of client situations where an equity release product solution may be appropriate. The first three cover divorce