Friends Provident has launched a trust toolkit to ensure that trusts are high on the agenda for adviser's customers to consider.
The new toolkit, launched today, gives advisers access to a variety of tools, tips and techniques to enhance their trust-selling skills. A recent study commissioned by Friends Provident showed that nearly 40% of people who had life cover did not know what a trust was. As part of the toolkit, advisers can access three pre-recorded online seminars and download a range of support material. The seminars focus on the current trust market place and explain how to set up trusts as well as outlining the benefits for both advisers and clients. Advisers wanting to view these should visit th...
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