TrigoldCrystal launches equity release referral system
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TrigoldCrystal has just launched a new option to help advisors who would like to help clients with equity release but are not certified to advise directly.
The new referral system will have a panel of equity release specialists to provide the very best service to clients and additional income via referral for advisors.
The first two firms to join the panel are Age Partnership and Key Retirement Solutionswhich both source from the whole of the market.
The TrigoldCrystal equity release system allows intermediaries to source and select equity release products using a ‘benefits driven’ sourcing engine.
Starting with a client lifestyle questionnaire, the equity release advice system provides advisers with a system which bases product selection on personal requirements not just cost.
But as many advisors do not have the requisite qualifications, this new referral option means that advisors can still help potential equity release clients.
David Aylmer, marketing director at TrigoldCrystal says: “We are very pleased to be launching with two such strong names in the Equity Release market.
“Now we have an option for our clients to work either directly with their clients or closely with one of our partners, no advisor now has to ignore this important sector of the mortgage market. We look forward to announcing new partners soon to work alongside Age Partnership and Key Retirement Solutions to assist our clients with their Equity Release cases.”
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