Equity Release Refresher - CPD

Andy Kirby, CEO Money Alive and Financial Adviser will cover a snapshot of the current market and what to look out for as well as a detailed refresher on important areas for you and your clients to cover.

We’ll also be exploring how technology can be used to do some of the heavy lifting when it comes to client education and is particularly useful when their close and extended family need to understand the nuances of Equity Release.

Tuesday 23rd November at 9:30am

Agenda:

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Market Overview - The current state of affairs and some key things that Advisers need to be aware of.

Equity Release Refresher - A focus on the key aspects of Equity Release that you and your clients should be considering. A particular focus on the state benefit impact, the main types of Equity Release products and alternative options to consider.

Powered by technology - How video engagement technology can help you communicate the key aspects of Equity Release to your clients, their close and extended family. Find out how technology can do the heavy lifting when it comes to Equity Release Education.

Who’s it for:

Advisers - advising on Equity Release and those thinking of getting in to this market

Paraplanners and support staff - who want to brush up their knowledge

Marketing teams - looking to capitalise on financial advice opportunities