RI Advice launches estate planning program

RI Advice Group has launched its online Estate Planning Program to its network of 170 advisers.

The program includes the ‘Estate Planning for Life’ system which identifies estate planning gaps and produces a solicitor’s briefing note.

It also generates an action plan for the family in the event of death or trauma, advising the family on whom they should talk to and which questions they need to ask.

Head of RI Advice Group Darren Whereat said the system will help advisers differentiate their offering from the service that solicitors have traditionally provided.

"This is a proactive strategy to help our advisers expand their client service offers and create a more sustainable business model,” said Mr Whereat.

“Our focus on technology underpins the client engagement model and helps our advisers deliver an enhanced client experience.”

Advertisement
Advertisement
RI Advice launches estate planning program
default
ifa logo

Subscribe to the ifa bulletin

Receive daily online news,analysis, reports and business strategies
By signing up you agree to our Terms of Use and Privacy Policy

from the web

Website Notifications

Get notifications in real time and stay up to date with content that matters to you.