Friends Provident has launched a new trust toolkit, designed to help advisers promote trusts to customers via ‘tools, tips and techniques’.
Intermediaries can access three pre-recorded online seminars and download support material. The seminars look at the current trust market place and explain how to set up trusts as well as outlining the benefits for both advisers and clients.
Ed Stuart-Brown, head of protection sales, said:”Our previous toolkits have been a great success and have helped to bring all sales support material together in one place for the adviser. Trusts offer important benefits to advisers by reducing lapse rates