Lifetime mortgage lender, Pure retirement, has developed new white label introducer-facing resources, available for free to registered advisers as part of its marketing toolkit.
Designed to help equity release advisers widen their network, maximise opportunities and simplify outreach, the latest additions offer advisers a range of communication templates, including an introductory letter and email templates to connect with prospective introducers, an introductory presentation template to explain equity release and the commission structure, introducer-facing referral cards, and introducer-facing testimonial social post templates.
All resources can be personalised to individual firm and adviser branding.
The latest resources follow on from a range of other additions to the marketing toolkit in February, including guides to widen client understanding during meetings, covering topics such as involving family, power of attorney, and how interest rates are calculated.
Pure also offers resources to help advisers grow their business such as ready-made campaigns to nurture leads, and guides on creating professional newsletters, and how to network.
Pure Retirement’s head of distribution, Scott Burman, commented: “We hope that these assets will help expand the later life lending market, while also delivering best outcomes for consumers, given that the foundations for future later life market development are built on maximising opportunities across the wider financial services sector.
"With ten years of expertise in delivering support to advisers via our marketing toolkit, we aim to strengthen referral partnerships between those operating in the market already and appropriate stakeholders (such as mortgage advisers, solicitors, wealth managers, and accountants), and helping to ensure that effective communication takes place to enable consumers to find the right solution to achieve their financial goals, and to create smooth client transition to receive the appropriate expertise and guidance if a lifetime mortgage is the right solution for them.”
