1. You can relax knowing that your clients are in the hands of a trustworthy organisation with a level of professional and expertise that comes from specialising in the field of Business Wills, Estate planning & Risk Insurance for the past 10 years.
2. You will be joining the progressive accounting practices listed below that already make up our Accountant Referral Network.
Business & Estate Planning Specialists
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3. Business & Estate Planning Specialists have a ‘Claims Management Service’ that is second to none in the industry.
This service allows clients to concentrate on getting better without the worry of arranging documentation and filling out complicated insurance company claims paperwork. (Providing the best possible service when it is needed most – at the time of the claim!)
4. Over the last decade we’ve helped thousands of business owners (just like your clients) to ‘properly protect’ their financial futures and transfer their wealth to beneficiaries in a cost & tax effective manner.
5. You will satisfy your professional ‘duty of care’ and ensure your clients receive the ‘right’ advice in the areas of Business Wills, Estate Planning, Buy-Sell Insurance, Key Person Insurance, Debt Protection Insurance, Business Expense Insurance, Income Protection, Disability Insurance, Trauma Insurance and Life Insurance.
6. The ‘Referral Network’ will allow you to add value to your business by providing an additional service your clients need.
7. By outsourcing your client’s risk management issues to Business & Estate Planning Specialists you will receive additional revenue and increase your bottom-line profits.