Become a
Willplan Affiliate and sell Wills Online
Are you an IFA or Will Writer? Do you
have your own website? Would you like to earn extra revenue by
offering Online Wills to your customers? Click
here to read about our affiliate scheme.
IFA's:
Have your clients got wills?: If you are a Financial Advisor, you will know
that it is your duty of care to ensure that your clients have made
adequate arrangements for estate
planning. By referring
clients to WillPlan, you can be sure that your
client receives professional, high quality service and
you receive a significant referral fee!
We have
introductory arrangements for referrals and also reciprocate with
WillPlan clients that require assistance with their
current financial planning.
WillPlan also guarantee no
cross selling, as we are not tied to any one financial
advisor.
Become an Introducer
Download the Introducer Commission .Pdf
Will Writers:
If you are a
Will Writer, you may find you are successful but unable to cope with
the amount of paperwork!
WillPlan have
extra Will writing capacity and may be able help you see your desk
again. (Wills usually completed and professionally bound in around
10 days)
Retiring Will Writer /
Estate Planner:
If you are thinking of retiring from
Will Writing and want to ensure your
clients are looked after by a
professional organisation then contact
WillPlan.
We can look
after clients and also your Will Bank if
you have one, so if you are thinking of
selling your practice then contact
WillPlan to discuss ideas.