Connect’s protection referral partner, Umbrella Protect, and our will-writing service, Beyond, will be running a session on Tuesday 27th April at 12pm for an hour.
Join Anna, MD of Umbrella Protect, and Amie, Head of Partnerships, for Beyond, as they explain the benefits of working with them and explain how the referral process and set up works for both relationships.
Both options will give added value to your clients and will also earn you additional commission for very little effort – it’s a win/win!
And if you’re not sure if you want to refer your clients to another firm for protection, spend a couple of minutes watching Connect AR, Sean Bowling, director of SBL Financial, as he explains why working with Umbrella Protect is a great option for him.