You are here: Home - News -

KRS to expand estate planning service

by: Mortgage Solutions
  • 06/01/2010
  • 0
Key Retirement Solutions (KRS) is to expand its estate planning service to allow it to accept estate planning referrals directly to its head office team.

Until now this service, which provides will writing and inheritance tax planning was only provided alongside the equity release proposition for referral partners.

Dean Mirfin, group director at KRS, said in the past two years, brokers were focussing on the areas of equity release and estate planning so they could share in the revenues available.

He said: “Those who are sharing the revenues from referring to ourselves are reaping the benefits and we want to take steps to provide even greater focus on equity release into 2010.”

The business has also launched a referral incentive to win a Mini Cooper which it hopes will give added incentive, as well as the payments average in excess of £750 per case, to those who may not currently be looking at this area.

The referral process includes an equity release calculator so advisers can find out what referred clients could potentially borrow.

KRS paid away to referral partners the highest average case value during 2009 compared to any previous year, having paid out an average of over £750 per completed case.

In December, it achieved a major landmark for equity release, receiving its 10,000th referral.

 

 

Related Posts

There are 0 Comment(s)

You may also be interested in