Your Time is Precious

With immediate effect you can now request KFIs for ALL of the equity release providers through the Equity Release Club.

 

 

Simply complete this document

(Password document required for L&G, more 2 life, Partnership, Pure Retirement and Retirement Advantage. Please see Below. )

 

http://equityreleaseclub.com/media/1196/lla-and-erc-kfi-requests-all-providers.xlsx

 

Send it back to us and we will do all the work for you.

 


What do I need to do?

  1. Fill in the adviser tab before saving so you don’t have to fill this in every time. Please note: adviser fee is on this page so please ensure this is correct for each KFI request.
  2. The second tab is your clients’ details. Simply fill in as much as you can.
  3. The third tab is the medical questionnaire. You only need to fill this in if you require an enhanced quote from Aviva, More 2 Life, Just Retirement and Partnership.

 

 Please Note:

  • With Aviva, nothing has changed. We will use the information from the above document to produce the flex box output sheet and send this to yourself and Aviva. 
  • With Hodge, Just Retirement and LV= we will request the KFI on your behalf. 
  • With L&G, more 2 life, Partnership, Pure Retirement and Retirement Advantage we require your log in details for their online KFI generators.  Please complete the document below;

 

http://equityreleaseclub.com/media/1197/aa-log-in-details.xls

 

If you have ANY questions about the new process, please do not hesitate to contact me. You can either send me an email on keri.dunne@equityreleaseclub.com  or call 01452 310777.

 

 

 

 

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