Wills & Trusts Spotlight - Earn Commission for Referrals

Our June coffee morning will be focused upon wills & trusts, and for this session, our usual host Sophie Holloman, will be joined by James Peacock, Head of National Accounts & Partnerships at Kinherit. Kinherit are one of L&G Mortgage Club’s specialist partners for Wills & Trusts through its Referral Pro scheme, which helps brokers earn commission for referring clients to trusted partners to handle specific client needs. It also supports brokers in their delivery of Consumer Duty regulations by helping clients reach their financial goals. Sophie and James will discuss what wills and trusts are and their importance to mortgage clients (particularly important if you live with someone with whom you are not married to), how Kinherit can support clients to make a will or a trust, and most importantly, how you as a mortgage adviser, can earn commission for referring clients who need a will to trust to protect their circumstances. So if you want to understand more about our Referral Pro Scheme, and how it works through the example of wills & trusts, this webinar is not to be missed.