Just Wills is launching two new scheme to enable IFAs to integrate Will-writing and estate-planning services into their existing practice.
The “Affiliate” scheme is a business development package, with a model that establishes three new revenue streams along with a defined exit strategy for the business via a “Practice Buy Out” scheme.
In joining the Will writing service, the IFA would produce the Will under licence from the company, who charge a fixed royalty for each document.
David McMaster, managing director of Just Wills, says: “We feel that this is an opportunity not to be missed. Many financial advisers pass up the chance to write Wills for their clients. They should view this as a new revenue stream.”
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‘Most significant’ upgrade since launch
Changes happening over coming months
Had accepted British Steel business
Aimed at HNW clients and family groups
Set for 1 April 2019