Press articles about The Asset Protection Strategy:
More Brokers And Advisers Tap Into Asset Protection MyIntroducer.com, 16 January 2012. More and more brokers and advisers have started to offer wills and trusts alongside their core business, according to new figures released today.
IFAs Urged To Beware Of Unnecessary Trust Tax Charges Money Marketing, 05 January 2012. Introducing the concept of wills and trusts can help you acquire new clients.
SPECIAL FEATURE: Wills And Trusts Offer Extra Income Mortgage Introducer, 08 November 2011. Jeff Smith, Director of the Asset Protection Strategy, explains how intermediaries can make extra cash helping their clients with wills and trusts.
How To Asset Protect Your Clients Mortgage Solutions, 28 September 2011. Mortgage broker Toby Clement, a partner at Kingswood Law, started actively promoting wills and trusts, aka ‘asset protection’ to his clients back in 2009.
Mortgage Introducer, June 2010. Wills and asset protection are often overlooked but with over two thirds of people without a will this could be a lucrative growth area.
Advising On Asset Protection Is Easy Mortgage Strategy, 22 March 2010. Introducing asset protection to your clients couldn’t be easier.
You Don’t Have To Be A Lawyer To Sell Wills Mortgage Strategy, 08 March 2010. Jeff Smith explains why you don't need to retain a lawyer to sell wills and trusts.
Where There’s No Will There’s A Way Mortgage Strategy, 22 February 2010. Unbelievably, around 75% of individuals don’t have a will, and a significant percentage of those who do have an out-of-date or incorrectly drafted one.
Mortgage Advice Bureau Signs Up With The Asset Protection Strategy Mortgage Strategy, 15 February 2010. The Asset Protection Strategy has signed agreements to work with Mortgage Advice Bureau and IFA firm Landsdown Place.
APS Offers Asset Protection Workshop FTAdviser.com, 04 February 2010. Advisers are being offered the chance to add asset protection to their proposition through a workshop created by The Asset Protection Strategy.
Mortgage Strategy, 01 February 2010. If you haven’t seen it already it’s worth looking at a company called The Asset Protection Strategy. it provides an innovative way of ensuring the protection policies we sell are set up properly to protect clients’ assets that can also be used as a referral tool.
Mortgage Solutions, 01 February 2010. Jeff Smith outlines the benefits for intermediaries of diversifying – and shows how The Asset Protection Strategy can help.
New Firm Targets Mortgage Brokers With Estate Planning Service Money Marketing, 27 January 2010. A new firm is targeting mortgage brokers with a supervised estate planning service that they can use with their clients.
Asset Protection Business Launches for Brokers Mortgage Strategy, 27 January 2010. A company aiming to bring asset protection to brokers and IFAs has launched today providing asset protection training and promising average case earnings of £2,000. Journalist enquiries:
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