more2life launches referral toolkit for advisers

more2life has announced the launch of a new Growth Toolkit, designed to help specialist later life advisers build referral relationships with other financial professionals and generate new sources of client introductions.

The Growth Toolkit provides advisers with practical guidance and ready-to-use marketing materials to help them connect with potential introducers, including mortgage brokers, financial advisers, solicitors, estate agents and wealth managers.

The Toolkit provides advisers with step-by-step campaign guidance alongside a range of customisable resources, including referral flyers, direct mail templates and e-mail outreach materials. 

Advisers can utilise the resources to introduce their services and build referral relationships with businesses who may encounter later life lending opportunities, but do not provide that advice themselves.

more2life says this approach not only provides advisers with additional lead generation opportunities but also helps ensure more customers are able to benefit from advice on lifetime mortgages and other later life lending options.

Dave Harris, CEO at more2life, commented: “Later life lending is moving rapidly from niche to norm, and as this happens, it’s vital advisers across the market are able to work together to ensure customers receive the support and solutions they need.

“Many advisers will encounter clients who could benefit from exploring their property wealth, but may not be specialists in lifetime mortgages, or wider later life lending advice themselves. Strong referral relationships are therefore essential in making sure those clients are directed to the right expertise.

“Our Growth Toolkit has been created to make building those relationships as straightforward as possible. By providing practical guidance and ready-made outreach materials, we’re helping specialist advisers introduce their services, engage potential introducers and establish referral partnerships with confidence.

“Ultimately, this is about helping advisers grow their businesses while ensuring more homeowners can access the advice they need to make informed decisions about their property wealth.”